Latest Institutional Transactions on Watsco Inc (WSO)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32New |
$10.9K - $12.2K
|
32
$15.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.43% |
$3.41K - $3.8K
|
2.33K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15- 2.54% |
$5.12K - $5.71K
|
575
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 95.24% |
$6.82K - $7.61K
|
1
$472
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
601New |
$205K - $229K
|
601
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500Closed |
$171K - $190K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
600New |
$205K - $228K
|
600
$283K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$6.48K - $7.23K
|
19
$8.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-925- 62.93% |
$315K - $352K
|
545
$257K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
37+ 5.11% |
$12.6K - $14.1K
|
761
$359K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.5KNew |
$512K - $571K
|
1.5K
$708K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$7.84K - $8.75K
|
23
$10.9K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
453New |
$137K - $173K
|
453
$214K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 40.0% |
$5.43K - $6.87K
|
27
$12.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.16K- 45.87% |
$350K - $443K
|
1.37K
$647K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
43New |
$13K - $16.4K
|
43
$20.3K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.3K- 16.88% |
$392K - $496K
|
6.4K
$3.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$15.1K - $19.1K
|
50
$23.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.03KNew |
$311K - $393K
|
1.03K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.13KNew |
$1.55M - $1.96M
|
5.13K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
81+ 3.77% |
$24.4K - $30.9K
|
2.23K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.37KNew |
$414K - $523K
|
1.37K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.28KNew |
$386K - $488K
|
1.28K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
573New |
$173K - $219K
|
573
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-20- 1.61% |
$6.04K - $7.63K
|
1.23K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-175- 9.53% |
$52.8K - $66.8K
|
1.66K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 3.24% |
$1.81K - $2.29K
|
191
$90.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.03K- 38.52% |
$915K - $1.16M
|
4.84K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23- 0.41% |
$6.94K - $8.77K
|
5.6K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
700New |
$211K - $267K
|
700
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10.2K+ 20.5% |
$3.07M - $3.87M
|
59.7K
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6New |
$1.81K - $2.29K
|
6
$2.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
7New |
$2.11K - $2.67K
|
7
$3.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.02K- 13.01% |
$1.21M - $1.53M
|
26.9K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
551New |
$166K - $210K
|
551
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
568New |
$171K - $217K
|
568
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 34.51% |
$2.12M - $2.68M
|
13.3K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18+ 31.03% |
$5.43K - $6.87K
|
76
$35.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
627New |
$189K - $239K
|
627
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.51K+ 203.98% |
$2.57M - $3.25M
|
12.7K
$5.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-10.6K- 45.93% |
$3.19M - $4.03M
|
12.4K
$5.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.02K - $3.81K
|
10
$4.72K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.25% |
$906 - $1.14K
|
1.17K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
580New |
$175K - $221K
|
580
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11+ 12.64% |
$3.32K - $4.2K
|
98
$46.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.71KNew |
$2.33M - $2.94M
|
7.71K
$3.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.15KNew |
$346K - $437K
|
1.15K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
584+ 69.36% |
$176K - $223K
|
1.43K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
574New |
$173K - $219K
|
574
$271K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-7.51K- 10.54% |
$2.27M - $2.87M
|
63.8K
$30.1M
|
|