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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-900- 32.49% |
$217K - $275K
|
1.87K
$883K
|
|
|
Nov 03, 2022
Q3 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.45KNew |
$349K - $441K
|
1.45K
$683K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.17KNew |
$1.97M - $2.49M
|
8.17K
$3.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
74New |
$17.8K - $22.6K
|
74
$34.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 1000.0% |
$2.41K - $3.05K
|
11
$5.19K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15- 11.54% |
$3.61K - $4.58K
|
115
$54.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 80.0% |
$2.89K - $3.66K
|
3
$1.42K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
245New |
$59K - $74.7K
|
245
$116K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$2.17K - $2.75K
|
9
$4.25K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$5.3K - $6.71K
|
22
$10.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$9.44K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$8.43K - $10.7K
|
35
$16.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$5.54K - $7.02K
|
23
$10.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.78K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.78K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
619+ 77.57% |
$140K - $189K
|
1.42K
$669K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
225New |
$51.1K - $68.7K
|
225
$106K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$1.59K - $2.14K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-162Closed |
$36.8K - $49.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.69K+ 221.78% |
$384K - $516K
|
2.45K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
2.55KNew |
$579K - $780K
|
2.55K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-684Closed |
$155K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-915Closed |
$208K - $280K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.4K+ 43.23% |
$2.59M - $3.49M
|
37.9K
$17.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-863Closed |
$196K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10.8KClosed |
$2.45M - $3.29M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12Closed |
$2.72K - $3.67K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
217+ 14.37% |
$49.2K - $66.3K
|
1.73K
$815K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8Closed |
$1.82K - $2.44K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1KNew |
$227K - $306K
|
1K
$472K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 9.22% |
$227K - $306K
|
9.85K
$4.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.02KClosed |
$232K - $312K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.02K- 23.36% |
$231K - $311K
|
3.34K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-73- 91.25% |
$16.6K - $22.3K
|
7
$3.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-54- 43.55% |
$12.3K - $16.5K
|
70
$33K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$8.97K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 66.67% |
$4.54K - $6.11K
|
10
$4.72K
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-13- 1.26% |
$2.95K - $3.97K
|
1.02K
$482K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
60+ 66.67% |
$13.6K - $18.3K
|
150
$70.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-65Closed |
$14.8K - $19.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
7.7KNew |
$1.75M - $2.35M
|
7.7K
$3.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-740Closed |
$168K - $226K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-10Closed |
$2.27K - $3.06K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$4.08K - $5.5K
|
18
$8.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-179Closed |
$40.6K - $54.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298New |
$67.6K - $91K
|
298
$141K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$824K - $1.11M
|
3.63K
$1.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-21.4KClosed |
$4.86M - $6.55M
|
0
$0
|
|