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 |
|---|---|---|---|---|---|---|---|
|
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
$477K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 9.22% |
$227K - $306K
|
9.85K
$4.69M
|
|
|
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
$1.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-73- 91.25% |
$16.6K - $22.3K
|
7
$3.34K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-54- 43.55% |
$12.3K - $16.5K
|
70
$33.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$9.05K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 66.67% |
$4.54K - $6.11K
|
10
$4.77K
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-13- 1.26% |
$2.95K - $3.97K
|
1.02K
$487K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
60+ 66.67% |
$13.6K - $18.3K
|
150
$71.5K
|
|
|
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
$3.67M
|
|
|
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
$8.58K
|
|
|
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
$142K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$824K - $1.11M
|
3.63K
$1.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-21.4KClosed |
$4.86M - $6.55M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 26.6% |
$5.67K - $7.64K
|
69
$32.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-101Closed |
$22.9K - $30.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.6KNew |
$2.4M - $3.23M
|
10.6K
$5.04M
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-11.8KClosed |
$2.69M - $3.62M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$18.2K - $24.4K
|
80
$38.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
106New |
$24.1K - $32.4K
|
106
$50.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.69% |
$227 - $306
|
58
$27.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
603New |
$137K - $184K
|
603
$287K
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.89KClosed |
$1.79M - $2.41M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-939Closed |
$213K - $287K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-791Closed |
$203K - $246K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-22.7KClosed |
$5.82M - $7.07M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-743Closed |
$190K - $231K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-433Closed |
$111K - $135K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-726Closed |
$186K - $226K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.94KClosed |
$498K - $605K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36Closed |
$9.23K - $11.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-851Closed |
$218K - $265K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.1K- 18.03% |
$282K - $342K
|
5K
$2.38M
|
|
|
May 11, 2022
Q1 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-26.4KClosed |
$6.77M - $8.22M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$2.56M - $3.11M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-58Closed |
$14.9K - $18.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-179Closed |
$45.9K - $55.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-792Closed |
$203K - $247K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-20Closed |
$5.13K - $6.23K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-54- 84.38% |
$13.8K - $16.8K
|
10
$4.77K
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-22.3KClosed |
$5.71M - $6.93M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-11.4KClosed |
$2.93M - $3.55M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$506K - $615K
|
0
$0
|
|