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
Apr 25, 2022 Q1 2022
Pendal Group LTD

SELL
 -
-1.08K
Closed
$276K - $335K
0 $0
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-1.09K
Closed
$280K - $340K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-5
Closed
$1.28K - $1.56K
0 $0
Q4 2021
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-28
Closed
$7.49K - $8.85K
0 $0
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
100
New
$26.7K - $31.6K
100 $47.7K
Feb 14, 2022 Q4 2021
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
SELL
 -
-142
Closed
$38K - $44.9K
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-1.75K
Closed
$468K - $554K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-15
Closed
$4.01K - $4.74K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1
Closed
$267 - $316
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-39
Closed
$10.4K - $12.3K
0 $0
Feb 11, 2022 Q4 2021
Epoch Investment Partners, Inc.

New York, NY
SELL
 -
-229K
Closed
$61.1M - $72.2M
0 $0
Feb 10, 2022 Q4 2021
Bellevue Group Ag

Kuesnacht, V8
SELL
 -
-1.3K
Closed
$348K - $411K
0 $0
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-3.08K
Closed
$824K - $973K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-32
Closed
$8.56K - $10.1K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-17
Closed
$4.55K - $5.37K
0 $0
Jan 27, 2022 Q4 2021
Centric Wealth Management

SELL
 -
-3.3K
Closed
$883K - $1.04M
0 $0
Jan 26, 2022 Q4 2021
Country Trust Bank

BUY
 -
30
New
$8.02K - $9.48K
30 $14.3K
Jan 25, 2022 Q4 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
40
+ 53.33%
$10.7K - $12.6K
115 $54.8K
Jan 19, 2022 Q4 2021
Pinnacle Bancorp, Inc.

SELL
 -
-100
Closed
$26.7K - $31.6K
0 $0
Jan 19, 2022 Q4 2021
Ibm Retirement Fund

SELL
 -
-912
Closed
$244K - $288K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Intrinsic Edge Capital Management LLC

Chicago, IL
SELL
 -
-7.79K
Closed
$2.06M - $2.3M
0 $0
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-4
Closed
$1.06K - $1.18K
0 $0
Nov 15, 2021 Q3 2021
Arabesque Asset Management LTD

London, X0
SELL
 -
-5.49K
Closed
$1.45M - $1.62M
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-118
Closed
$31.2K - $34.9K
0 $0
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
50
New
$13.2K - $14.8K
50 $23.8K
Nov 12, 2021 Q3 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-1.44K
Closed
$380K - $425K
0 $0
Nov 12, 2021 Q3 2021
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-71
Closed
$18.8K - $21K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-49
Closed
$13K - $14.5K
0 $0
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-126
Closed
$33.3K - $37.2K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
14
New
$3.7K - $4.14K
14 $6.67K
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-11
Closed
$2.91K - $3.25K
0 $0
Nov 10, 2021 Q3 2021
Jupiter Asset Management LTD

SELL
 -
-20K
Closed
$5.29M - $5.91M
0 $0
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-481
Closed
$127K - $142K
0 $0
Nov 10, 2021 Q3 2021
Agf Investments Inc.

Toronto, A6
SELL
 -
-582
Closed
$154K - $172K
0 $0
Nov 10, 2021 Q3 2021
Agf Investments LLC

Boston, MA
SELL
 -
-2.24K
Closed
$592K - $661K
0 $0
Oct 21, 2021 Q3 2021
Slow Capital, Inc.

SELL
 -
-979
Closed
$259K - $289K
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-2
Closed
$529 - $591
0 $0
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-104
- 74.82%
$27.5K - $30.7K
35 $16.7K
Q2 2021
Nov 12, 2021 Q2 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-24
- 3.7%
$6.41K - $7.33K
624 $297K
Aug 17, 2021 Q2 2021
West Branch Capital LLC

BUY
 -
63
New
$16.8K - $19.2K
63 $30K
Aug 16, 2021 Q2 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-170
Closed
$45.4K - $51.9K
0 $0
Aug 16, 2021 Q2 2021
Athanor Capital, LP

New York, NY
SELL
 -
-6.8K
Closed
$1.82M - $2.08M
0 $0
Aug 13, 2021 Q2 2021
Covington Capital Management

BUY
 -
100
New
$26.7K - $30.5K
100 $47.7K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
13
New
$3.47K - $3.97K
13 $6.19K
Aug 13, 2021 Q2 2021
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-4.11K
Closed
$1.1M - $1.25M
0 $0
Aug 11, 2021 Q2 2021
Ls Investment Advisors, LLC

SELL
 -
-1.35K
Closed
$359K - $411K
0 $0
Aug 10, 2021 Q2 2021
Jtc Employer Solutions Trustee LTD

BUY
 -
780
New
$208K - $238K
780 $372K
Aug 10, 2021 Q2 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-346
Closed
$92.5K - $106K
0 $0
Aug 09, 2021 Q2 2021
Thompson Siegel & Walmsley LLC

SELL
 -
-21
Closed
$5.61K - $6.41K
0 $0

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