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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
870New |
$222K - $282K
|
870
$415K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 25.0% |
$1.79K - $2.27K
|
21
$10K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.18KNew |
$1.32M - $1.68M
|
5.18K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-863- 99.77% |
$221K - $280K
|
2
$953
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 26.42% |
$13K - $16.5K
|
244
$116K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
724New |
$185K - $235K
|
724
$345K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$729K - $925K
|
2.85K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
678New |
$173K - $220K
|
678
$323K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
122New |
$31.2K - $39.5K
|
122
$58.1K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
700New |
$179K - $227K
|
700
$334K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$588K - $745K
|
2.3K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
88+ 9.27% |
$22.5K - $28.5K
|
1.04K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5New |
$1.28K - $1.62K
|
5
$2.38K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.08% |
$256 - $324
|
49
$23.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 3.7% |
$256 - $324
|
28
$13.3K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.42KNew |
$873K - $1.11M
|
3.42K
$1.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38New |
$9.71K - $12.3K
|
38
$18.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
759New |
$194K - $246K
|
759
$362K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
800New |
$204K - $259K
|
800
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
BUY
|
- |
3.8KNew |
$971K - $1.23M
|
3.8K
$1.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
675New |
$172K - $219K
|
675
$322K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15New |
$3.83K - $4.86K
|
15
$7.15K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23New |
$5.88K - $7.45K
|
23
$11K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
292New |
$69.7K - $82.7K
|
292
$139K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
22New |
$5.25K - $6.23K
|
22
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.25KNew |
$1.01M - $1.2M
|
4.25K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3New |
$716 - $850
|
3
$1.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
28+ 15.14% |
$6.68K - $7.93K
|
213
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$3.58K - $4.25K
|
15
$7.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
542KNew |
$129M - $154M
|
542K
$258M
|
|
|
Feb 14, 2023
Q4 2022
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.68K+ 11.41% |
$402K - $477K
|
16.4K
$7.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-65.9K- 68.68% |
$15.7M - $18.7M
|
30.1K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.12K- 99.55% |
$266K - $316K
|
5
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
806New |
$192K - $228K
|
806
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.64KNew |
$392K - $465K
|
1.64K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.5K+ 93.75% |
$358K - $425K
|
3.1K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.13% |
$255K - $302K
|
10.7K
$5.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
134+ 15.67% |
$32K - $38K
|
989
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9New |
$2.15K - $2.55K
|
9
$4.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
170New |
$40.6K - $48.1K
|
170
$81K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
469New |
$112K - $133K
|
469
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.17KNew |
$757K - $899K
|
3.17K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1.19K - $1.42K
|
5
$2.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.48K- 9.72% |
$353K - $419K
|
13.7K
$6.54M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
137New |
$32.7K - $38.8K
|
137
$65.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.82K - $4.53K
|
16
$7.62K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
105+ 42.86% |
$25.1K - $29.7K
|
350
$167K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$31K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-27- 2.3% |
$6.44K - $7.65K
|
1.15K
$547K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$9.78K - $11.6K
|
41
$19.5K
|
|