Latest Institutional Transactions on Watsco Inc (WSO)

WSO Quotes by TradingView

This table provides information on the latest institutional transactions involving Watsco Inc (WSO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 12, 2024 Q3 2024
Taylor Hoffman Capital Management LLC

Richmond, VA
BUY
 -
724
New
$325K - $376K
724 $248K
Nov 12, 2024 Q3 2024
Alpha Star Capital Management, LLC

BUY
 -
414
New
$186K - $215K
414 $142K
Nov 12, 2024 Q3 2024
Seven Eight Capital, LP

BUY
 -
2.3K
New
$1.03M - $1.19M
2.3K $788K
Nov 12, 2024 Q3 2024
Cove Street Capital, LLC

El Segundo, CA
BUY
 -
240
New
$108K - $125K
240 $82.3K
Nov 12, 2024 Q3 2024
Napatree Capital LLC

Westerly, RI
SELL
 -
-50
- 7.99%
$22.4K - $26K
576 $198K
Nov 12, 2024 Q3 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
508
New
$228K - $264K
508 $174K
Nov 12, 2024 Q3 2024
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
225
+ 33.73%
$101K - $117K
892 $306K
Nov 08, 2024 Q3 2024
B. Metzler Seel. Sohn & Co. Holding Ag

Frankfurt, 2M
BUY
 -
3.07K
+ 16.48%
$1.38M - $1.6M
21.7K $7.45M
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
34
New
$15.3K - $17.7K
34 $11.7K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
11
New
$4.94K - $5.72K
11 $3.77K
Nov 05, 2024 Q3 2024
Blue Fin Capital, Inc.

BUY
 -
422
New
$189K - $219K
422 $145K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
87
New
$39K - $45.2K
87 $29.9K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
3
New
$1.35K - $1.56K
3 $1.03K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
2
New
$897 - $1.04K
2 $686
Oct 31, 2024 Q3 2024
Keebeck Alpha, LP

Stamford, CT
BUY
 -
513
New
$230K - $267K
513 $176K
Oct 30, 2024 Q3 2024
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-116
- 18.99%
$52.1K - $60.3K
495 $170K
Oct 28, 2024 Q3 2024
Americana Partners, LLC

Houston, TX
SELL
 -
-166
- 5.43%
$74.5K - $86.3K
2.89K $991K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-10
- 3.28%
$4.49K - $5.2K
295 $101K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
140
+ 8.01%
$62.8K - $72.8K
1.89K $648K
Oct 24, 2024 Q3 2024
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-36
- 2.46%
$16.2K - $18.7K
1.43K $489K
Oct 24, 2024 Q3 2024
Baker Tilly Wealth Management, LLC

SELL
 -
-47
- 10.0%
$21.1K - $24.4K
423 $145K
Oct 22, 2024 Q3 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
807
New
$362K - $420K
807 $277K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
SELL
 -
-50
- 13.7%
$22.4K - $26K
315 $108K
Oct 22, 2024 Q3 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
18
New
$8.08K - $9.36K
18 $6.18K
Oct 21, 2024 Q3 2024
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
350
+ 58.14%
$157K - $182K
952 $327K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
21
New
$9.42K - $10.9K
21 $7.21K
Oct 21, 2024 Q3 2024
Krane Funds Advisors LLC

New York, NY
BUY
 -
309
+ 103.34%
$139K - $161K
608 $209K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
SELL
 -
-615
- 0.17%
$276K - $320K
358K $123M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
355
+ 2.35%
$159K - $185K
15.5K $5.31M
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

SELL
 -
-262
- 91.61%
$118K - $136K
24 $8.23K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
8
+ 29.63%
$3.59K - $4.16K
35 $12K
Oct 17, 2024 Q3 2024
Riverview Trust CO

BUY
 -
1
New
$449 - $520
1 $343
Oct 16, 2024 Q3 2024
Annapolis Financial Services, LLC

BUY
 -
1
New
$449 - $520
1 $343
Oct 16, 2024 Q3 2024
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
SELL
 -
-38
- 1.29%
$17.1K - $19.8K
2.92K $1M
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
700
+ 58.33%
$314K - $364K
1.9K $652K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
13
New
$5.83K - $6.76K
13 $4.46K
Q2 2024
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
568
+ 65.14%
$225K - $279K
1.44K $494K
Sep 04, 2025 Q2 2024
Abn Amro Investment Solutions

Paris Cedex 008,

BUY
 -
622
New
$247K - $305K
622 $213K
Apr 08, 2025 Q2 2024
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
613
New
$243K - $301K
613 $210K
Nov 08, 2024 Q2 2024
Impax Asset Management Group PLC

BUY
 -
4.02K
New
$1.6M - $1.97M
4.02K $1.38M
Aug 15, 2024 Q2 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
6.49K
New
$2.57M - $3.19M
6.49K $2.23M
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
443
New
$176K - $218K
443 $152K
Aug 14, 2024 Q2 2024
Skye Global Management LP

West Palm Beach, FL
BUY
 -
1.58K
New
$625K - $773K
1.58K $540K
Aug 14, 2024 Q2 2024
Atom Investors LP

Austin, TX
BUY
 -
2.3K
New
$914K - $1.13M
2.3K $790K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
250
+ 7.17%
$99.2K - $123K
3.74K $1.28M
Aug 14, 2024 Q2 2024
Apg Asset Management N.V.

Amsterdam, P7
BUY
 -
2.4K
+ 400.0%
$953K - $1.18M
3K $1.03M
Aug 14, 2024 Q2 2024
Interval Partners, LP

New York, NY
BUY
 -
25.3K
New
$10.1M - $12.4M
25.3K $8.7M
Aug 14, 2024 Q2 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
2
New
$794 - $982
2 $686

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