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 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-165- 7.12% |
$63K - $80.8K
|
2.15K
$738K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-177- 4.77% |
$67.6K - $86.7K
|
3.53K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-354- 0.94% |
$135K - $173K
|
37.2K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
48New |
$18.3K - $23.5K
|
48
$16.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.14% |
$11.1K - $14.2K
|
2.57K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-19.8K- 7.1% |
$7.54M - $9.68M
|
258K
$88.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
337+ 2.07% |
$129K - $165K
|
16.6K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-63- 11.43% |
$24.1K - $30.9K
|
488
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.02K- 37.04% |
$3.06M - $3.93M
|
13.6K
$4.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-391- 6.35% |
$149K - $192K
|
5.77K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.51% |
$4.58K - $5.88K
|
2.35K
$805K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-97- 5.27% |
$37K - $47.5K
|
1.74K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-7.07K- 37.76% |
$2.7M - $3.46M
|
11.6K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.68K- 2.51% |
$1.02M - $1.31M
|
104K
$35.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.58K+ 0.57% |
$1.37M - $1.75M
|
633K
$217M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6- 0.99% |
$2.29K - $2.94K
|
603
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 25.45% |
$5.35K - $6.86K
|
69
$23.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.3% |
$764 - $980
|
668
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
147+ 38.08% |
$56.1K - $72K
|
533
$183K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.14K+ 16.15% |
$818K - $1.05M
|
15.4K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
22.8K+ 106.95% |
$8.69M - $11.1M
|
44K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
171+ 3.24% |
$65.3K - $83.8K
|
5.46K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.42K+ 12.02% |
$1.31M - $1.68M
|
31.9K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.8% |
$9.55K - $12.2K
|
1.36K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.42K- 3.57% |
$3.22M - $4.13M
|
227K
$78M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5- 0.06% |
$1.91K - $2.45K
|
8.96K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 10.35% |
$4.04M - $5.18M
|
113K
$38.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-848- 13.04% |
$324K - $415K
|
5.65K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.2K- 6.35% |
$1.6M - $2.06M
|
62K
$21.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.57K- 1.39% |
$598K - $768K
|
111K
$38.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 3.45% |
$382 - $490
|
30
$10.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
744+ 10.47% |
$284K - $365K
|
7.85K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-139K- 71.47% |
$53.3M - $68.3M
|
55.7K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-351- 14.99% |
$134K - $172K
|
1.99K
$683K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-415- 29.02% |
$159K - $203K
|
1.02K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.95% |
$14.9K - $19.1K
|
1.28K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.14% |
$764 - $980
|
1.48K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-804- 30.61% |
$307K - $394K
|
1.82K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.09% |
$10.7K - $13.7K
|
2.59K
$888K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.8K- 22.12% |
$6.8M - $8.73M
|
62.7K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 2.8% |
$16.4K - $21.1K
|
1.49K
$512K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50+ 16.67% |
$19.1K - $24.5K
|
350
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
32New |
$12.2K - $15.7K
|
32
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-48- 6.04% |
$18.3K - $23.5K
|
747
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-65.8K- 69.02% |
$25.1M - $32.2M
|
29.5K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
800+ 11.11% |
$306K - $392K
|
8K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11+ 30.56% |
$4.2K - $5.39K
|
47
$16.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
11.9K+ 13.8% |
$4.54M - $5.82M
|
97.9K
$33.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
2.3K+ 8.16% |
$878K - $1.13M
|
30.5K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-34K- 33.91% |
$13M - $16.7M
|
66.3K
$22.8M
|
|