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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
473+ 23.78% |
$221K - $269K
|
2.46K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.99% |
$34.1K - $41.5K
|
3.59K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-56- 2.17% |
$26.1K - $31.9K
|
2.52K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
119K+ 9.48% |
$55.4M - $67.5M
|
1.37M
$647M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 6.75% |
$280K - $341K
|
8.28K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
12.9K+ 5.4% |
$6.02M - $7.33M
|
252K
$119M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
3.62K+ 15.63% |
$1.69M - $2.06M
|
26.8K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$467 - $569
|
1
$472
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
50+ 8.17% |
$23.3K - $28.4K
|
662
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
23+ 1.38% |
$10.7K - $13.1K
|
1.69K
$796K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-322- 3.74% |
$150K - $183K
|
8.29K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.5% |
$69.5K - $84.7K
|
10.1K
$4.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-635- 55.95% |
$296K - $361K
|
500
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 13.03% |
$20.1K - $24.5K
|
373
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
372KNew |
$173M - $211M
|
372K
$175M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 1.5% |
$4.2K - $5.12K
|
610
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
383+ 3.4% |
$179K - $218K
|
11.6K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 12.5% |
$5.6K - $6.83K
|
84
$39.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-4.96K- 7.29% |
$2.32M - $2.82M
|
63.1K
$29.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-622- 0.29% |
$290K - $354K
|
214K
$101M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3K+ 390.32% |
$4.8M - $5.85M
|
12.9K
$6.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
842New |
$393K - $479K
|
842
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
544New |
$254K - $309K
|
544
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.26% |
$140K - $171K
|
13.6K
$6.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.91% |
$11.2K - $13.7K
|
2.62K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
134KNew |
$62.6M - $76.3M
|
134K
$63.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
200+ 10.0% |
$93.3K - $114K
|
2.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
173+ 15.11% |
$80.7K - $98.4K
|
1.32K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.85% |
$18.7K - $22.8K
|
544
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.02K- 4.5% |
$1.87M - $2.28M
|
85.3K
$40.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.79K- 2.38% |
$1.3M - $1.59M
|
114K
$53.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-402- 2.14% |
$188K - $229K
|
18.4K
$8.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-64- 7.23% |
$29.9K - $36.4K
|
821
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$6.53K - $7.96K
|
14
$6.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
41+ 9.51% |
$19.1K - $23.3K
|
472
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
150+ 1.25% |
$70K - $85.3K
|
12.1K
$5.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-110- 1.31% |
$51.3K - $62.6K
|
8.28K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-83- 0.71% |
$38.7K - $47.2K
|
11.6K
$5.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$7.47K - $9.1K
|
17
$8.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-34- 1.46% |
$15.9K - $19.3K
|
2.29K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
608+ 32.22% |
$284K - $346K
|
2.5K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
133+ 108.13% |
$62.1K - $75.6K
|
256
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 13.04% |
$7K - $8.53K
|
130
$61.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$3.27K - $3.98K
|
1.21K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
527+ 80.95% |
$246K - $300K
|
1.18K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$467 - $569
|
1
$472
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.3K- 28.68% |
$1.07M - $1.31M
|
5.72K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
930New |
$434K - $529K
|
930
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
738New |
$344K - $420K
|
738
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.92KNew |
$1.36M - $1.66M
|
2.92K
$1.38M
|