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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-817- 11.63% |
$381K - $465K
|
6.21K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-146- 58.63% |
$68.1K - $83K
|
103
$49.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.44% |
$1.87K - $2.28K
|
898
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.09K- 1.14% |
$509K - $620K
|
94.5K
$45M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-8K- 57.95% |
$3.73M - $4.55M
|
5.81K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$48.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.7% |
$46.7K - $56.9K
|
2.8K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$467 - $569
|
1.22K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 76.19% |
$29.9K - $36.4K
|
148
$70.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465New |
$217K - $264K
|
465
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
82+ 2.55% |
$38.3K - $46.6K
|
3.3K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.73K+ 3.87% |
$2.21M - $2.69M
|
127K
$60.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 1.37% |
$3.73M - $4.55M
|
591K
$281M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-26- 1.82% |
$12.1K - $14.8K
|
1.4K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199+ 35.99% |
$92.8K - $113K
|
752
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.32% |
$23.8K - $29K
|
16K
$7.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
284+ 9.53% |
$133K - $162K
|
3.26K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
391+ 9.52% |
$182K - $222K
|
4.5K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.86% |
$18.2K - $22.2K
|
4.58K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 8.82% |
$67.2K - $81.9K
|
1.49K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$467 - $569
|
1
$477
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 7.34% |
$28.5K - $34.7K
|
770
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.28% |
$1.87K - $2.28K
|
1.41K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.96K+ 11.84% |
$1.38M - $1.68M
|
27.9K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93- 1.55% |
$43.4K - $52.9K
|
5.92K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
473+ 23.78% |
$221K - $269K
|
2.46K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.99% |
$34.1K - $41.5K
|
3.59K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-56- 2.17% |
$26.1K - $31.9K
|
2.52K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
119K+ 9.48% |
$55.4M - $67.5M
|
1.37M
$654M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 6.75% |
$280K - $341K
|
8.28K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
12.9K+ 5.4% |
$6.02M - $7.33M
|
252K
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
3.62K+ 15.63% |
$1.69M - $2.06M
|
26.8K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$467 - $569
|
1
$477
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
50+ 8.17% |
$23.3K - $28.4K
|
662
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
23+ 1.38% |
$10.7K - $13.1K
|
1.69K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-322- 3.74% |
$150K - $183K
|
8.29K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.5% |
$69.5K - $84.7K
|
10.1K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-635- 55.95% |
$296K - $361K
|
500
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 13.03% |
$20.1K - $24.5K
|
373
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
372KNew |
$173M - $211M
|
372K
$177M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 1.5% |
$4.2K - $5.12K
|
610
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
383+ 3.4% |
$179K - $218K
|
11.6K
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 12.5% |
$5.6K - $6.83K
|
84
$40K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-4.96K- 7.29% |
$2.32M - $2.82M
|
63.1K
$30M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-622- 0.29% |
$290K - $354K
|
214K
$102M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3K+ 390.32% |
$4.8M - $5.85M
|
12.9K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
842New |
$393K - $479K
|
842
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
544New |
$254K - $309K
|
544
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.26% |
$140K - $171K
|
13.6K
$6.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.91% |
$11.2K - $13.7K
|
2.62K
$1.25M
|