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 30, 2020 Q1 2020
Personal Cfo Solutions, LLC

SELL
 -
-1.56K
Closed
$215K - $285K
0 $0
Apr 29, 2020 Q1 2020
Yorktown Management & Research CO Inc

SELL
 -
-3.4K
Closed
$471K - $622K
0 $0
Apr 28, 2020 Q1 2020
Capital Wealth Alliance, LLC

SELL
 -
-8
Closed
$1.11K - $1.46K
0 $0
Apr 23, 2020 Q1 2020
Centerpoint Advisors, LLC

SELL
 -
-14
Closed
$1.94K - $2.56K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-14
Closed
$1.94K - $2.56K
0 $0
Apr 21, 2020 Q1 2020
Stevens Capital Management LP

Radnor, PA
SELL
 -
-1.18K
Closed
$163K - $216K
0 $0
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-9
- 33.33%
$1.25K - $1.65K
18 $8.5K
Apr 09, 2020 Q1 2020
Legacy Bridge, LLC

BUY
 -
40
New
$5.54K - $7.31K
40 $18.9K
Apr 08, 2020 Q1 2020
Hotaling Investment Management, LLC

Wayne, PA
SELL
 -
-1.26K
Closed
$174K - $230K
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Noked Capital LTD

Tel Aviv, L3
SELL
 -
-2.1K
Closed
$337K - $382K
0 $0
Feb 14, 2020 Q4 2019
Financial Architects, Inc

Marlton, NJ
SELL
 -
-4
Closed
$641 - $728
0 $0
Feb 14, 2020 Q4 2019
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
SELL
 -
-6.33K
Closed
$1.01M - $1.15M
0 $0
Feb 13, 2020 Q4 2019
Hilton Capital Management, LLC

SELL
 -
-559
Closed
$89.6K - $102K
0 $0
Feb 12, 2020 Q4 2019
Delta Investment Management, LLC

SELL
 -
-1.88K
Closed
$301K - $342K
0 $0
Feb 12, 2020 Q4 2019
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-105
Closed
$16.8K - $19.1K
0 $0
Feb 05, 2020 Q4 2019
Mv Capital Management, Inc.

SELL
 -
-13
Closed
$2.08K - $2.37K
0 $0
Jan 29, 2020 Q4 2019
Conning Inc.

SELL
 -
-2.72K
Closed
$436K - $495K
0 $0
Jan 17, 2020 Q4 2019
Orrstown Financial Services Inc

Shippensburg, PA
SELL
 -
-85
Closed
$13.6K - $15.5K
0 $0
Jan 14, 2020 Q4 2019
United Services Automobile Association

San Antonio, TX
SELL
 -
-9.73K
Closed
$1.56M - $1.77M
0 $0
Q3 2019
Feb 10, 2021 Q3 2019
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-8.35K
Closed
$1.29M - $1.42M
0 $0
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-7
Closed
$1.08K - $1.19K
0 $0
Nov 14, 2019 Q3 2019
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-2.1K
Closed
$323K - $356K
0 $0
Nov 13, 2019 Q3 2019
Barings LLC

SELL
 -
-2.11K
Closed
$325K - $358K
0 $0
Nov 12, 2019 Q3 2019
Machina Capital S.A.S.

Paris, I0
SELL
 -
-1.61K
Closed
$248K - $274K
0 $0
Nov 05, 2019 Q3 2019
Griffin Asset Management, Inc.

SELL
 -
-143
Closed
$22K - $24.3K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-7
Closed
$1.08K - $1.19K
0 $0
Oct 31, 2019 Q3 2019
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-46
Closed
$7.09K - $7.81K
0 $0
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-153
Closed
$23.6K - $26K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Element Capital Management LLC

New York, NY
SELL
 -
-2.42K
Closed
$345K - $406K
0 $0
Aug 14, 2019 Q2 2019
Ubs Group Ag

BUY
 CALL
28.4K
New
$4.05M - $4.76M
28.4K $13.4M
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-16
Closed
$2.28K - $2.68K
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-9
Closed
$1.28K - $1.51K
0 $0
Aug 06, 2019 Q2 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-15
Closed
$2.14K - $2.52K
0 $0
Aug 01, 2019 Q2 2019
Keybank National Association

SELL
 -
-1.95K
Closed
$278K - $327K
0 $0
Jul 30, 2019 Q2 2019
Roubaix Capital, LLC

SELL
 -
-16.3K
Closed
$2.33M - $2.74M
0 $0
Jul 24, 2019 Q2 2019
Ellis Investment Partners, LLC

SELL
 -
-42.4K
- 99.3%
$6.04M - $7.11M
298 $141K
Jul 24, 2019 Q2 2019
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
230
New
$32.8K - $38.6K
230 $109K
Jul 22, 2019 Q2 2019
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-13
Closed
$1.85K - $2.18K
0 $0
Jul 19, 2019 Q2 2019
Destination Wealth Management

SELL
 -
-4
Closed
$570 - $671
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-9
Closed
$1.28K - $1.51K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Ranger Investment Management, L.P.

Dallas, TX
SELL
 -
-11
Closed
$1.51K - $1.68K
0 $0
May 13, 2019 Q1 2019
Richard Bernstein Advisors LLC

SELL
 -
-31.5K
Closed
$4.32M - $4.82M
0 $0
May 13, 2019 Q1 2019
Ing Groep Nv

SELL
 -
-2.02K
Closed
$278K - $309K
0 $0
May 09, 2019 Q1 2019
Brandywine Oak Private Wealth LLC

SELL
 -
-16
Closed
$2.2K - $2.45K
0 $0
May 08, 2019 Q1 2019
Rothschild & CO Asset Management Us Inc.

New York, NY
SELL
 -
-170K
Closed
$23.3M - $26M
0 $0
May 07, 2019 Q1 2019
Parametrica Management LTD

SELL
 -
-1.84K
Closed
$253K - $282K
0 $0
May 03, 2019 Q1 2019
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-300
Closed
$41.2K - $45.9K
0 $0
Apr 24, 2019 Q1 2019
Avalon Investment & Advisory

Houston, TX
SELL
 -
-78.8K
Closed
$10.8M - $12M
0 $0
Apr 23, 2019 Q1 2019
Ramsey Quantitative Systems

Louisville, KY
SELL
 -
-2.17K
Closed
$297K - $331K
0 $0

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