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 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
10+ 2.14% |
$3.82K - $4.9K
|
478
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.8K+ 9.29% |
$13.3M - $17.1M
|
410K
$141M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
15.3K+ 806.37% |
$5.85M - $7.51M
|
17.2K
$5.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-4.44K- 64.02% |
$1.69M - $2.17M
|
2.49K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
87+ 17.94% |
$33.2K - $42.6K
|
572
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-217- 1.97% |
$82.9K - $106K
|
10.8K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.77KNew |
$676K - $868K
|
1.77K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-327- 21.18% |
$125K - $160K
|
1.22K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 48.74% |
$574K - $736K
|
1.58K
$542K
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
66.4KNew |
$25.4M - $32.5M
|
66.4K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-10K- 99.99% |
$3.82M - $4.9M
|
1
$343
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-20.2K- 96.48% |
$7.7M - $9.88M
|
736
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.94K+ 12.29% |
$1.89M - $2.42M
|
45.1K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
SELL
|
- |
-1.15K- 41.47% |
$439K - $563K
|
1.62K
$557K
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-8.24K- 32.16% |
$3.15M - $4.04M
|
17.4K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.4K+ 2.44% |
$917K - $1.18M
|
101K
$34.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2- 0.27% |
$764 - $980
|
739
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-201- 0.18% |
$76.8K - $98.5K
|
109K
$37.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12.4K+ 89.72% |
$4.72M - $6.06M
|
26.2K
$8.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-412- 3.79% |
$157K - $202K
|
10.5K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.52KNew |
$581K - $745K
|
1.52K
$522K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-4.97K- 83.22% |
$1.9M - $2.44M
|
1K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-613- 3.77% |
$234K - $300K
|
15.6K
$5.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
119+ 1.98% |
$45.5K - $58.3K
|
6.14K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-145- 18.52% |
$55.4K - $71K
|
638
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
32.1K+ 1035.83% |
$12.3M - $15.7M
|
35.2K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.15KNew |
$438K - $562K
|
1.15K
$393K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
18.3KNew |
$6.98M - $8.96M
|
18.3K
$6.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.01M+ 741.45% |
$769M - $987M
|
2.29M
$784M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.19K+ 238.0% |
$455K - $583K
|
1.69K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.15K+ 10.26% |
$2.35M - $3.01M
|
66.1K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
477+ 1.86% |
$182K - $234K
|
26.2K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
85+ 4.43% |
$32.5K - $41.6K
|
2K
$687K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13New |
$4.97K - $6.37K
|
13
$4.46K
|
|
|
Nov 13, 2025
Q3 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-427- 11.57% |
$163K - $209K
|
3.26K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
408New |
$156K - $200K
|
408
$140K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
133+ 0.42% |
$50.8K - $65.2K
|
31.8K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-9.1K- 12.24% |
$3.48M - $4.46M
|
65.2K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-692- 14.81% |
$264K - $339K
|
3.98K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
578+ 13.54% |
$221K - $283K
|
4.85K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-84- 0.52% |
$32.1K - $41.2K
|
16K
$5.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-277- 2.67% |
$106K - $136K
|
10.1K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.16% |
$382 - $490
|
608
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
16New |
$6.11K - $7.84K
|
16
$5.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.54K- 6.23% |
$1.73M - $2.22M
|
68.4K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 133.33% |
$1.53K - $1.96K
|
7
$2.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.17K- 2.01% |
$827K - $1.06M
|
106K
$36.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.08K+ 155.74% |
$1.56M - $2M
|
6.7K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
45.2K+ 29.26% |
$17.3M - $22.2M
|
200K
$68.5M
|
|