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 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-129- 1.38% |
$49.3K - $63.2K
|
9.19K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-1.91K- 57.63% |
$730K - $936K
|
1.4K
$482K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
27.2K+ 1.83% |
$10.4M - $13.3M
|
1.51M
$519M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
105+ 10.61% |
$40.1K - $51.4K
|
1.1K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
192+ 1.65% |
$73.3K - $94.1K
|
11.8K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
511+ 27.02% |
$195K - $250K
|
2.4K
$824K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-467- 2.47% |
$178K - $229K
|
18.4K
$6.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 57.89% |
$63K - $80.8K
|
120
$41.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-230- 3.4% |
$87.8K - $113K
|
6.54K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-959- 2.44% |
$366K - $470K
|
38.4K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 33.33% |
$1.91K - $2.45K
|
10
$3.43K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 73.45% |
$1.16M - $1.49M
|
1.1K
$378K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.67K- 13.12% |
$636K - $816K
|
11K
$3.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 19.43% |
$39.3K - $50.5K
|
633
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.3% |
$1.91K - $2.45K
|
1.68K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.57K+ 541.98% |
$981K - $1.26M
|
3.04K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
638+ 6.22% |
$244K - $313K
|
10.9K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-61- 5.78% |
$23.3K - $29.9K
|
995
$341K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
495New |
$189K - $243K
|
495
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 15.22% |
$2.67K - $3.43K
|
39
$13.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
30+ 5.3% |
$11.5K - $14.7K
|
596
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-52- 44.83% |
$19.9K - $25.5K
|
64
$22K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18+ 4.75% |
$6.87K - $8.82K
|
397
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-74- 4.1% |
$28.3K - $36.3K
|
1.73K
$594K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
377+ 14.89% |
$144K - $185K
|
2.91K
$998K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.2K+ 34.35% |
$839K - $1.08M
|
8.59K
$2.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-175- 1.03% |
$66.8K - $85.7K
|
16.9K
$5.78M
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-7.15K- 88.71% |
$2.73M - $3.5M
|
910
$312K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
82+ 0.71% |
$31.3K - $40.2K
|
11.7K
$4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.29% |
$1.15K - $1.47K
|
1.03K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
78+ 1.3% |
$29.8K - $38.2K
|
6.07K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.59K+ 12.22% |
$1.37M - $1.76M
|
33K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.4K+ 104.25% |
$4.74M - $6.08M
|
24.3K
$8.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
249+ 6.0% |
$95.1K - $122K
|
4.4K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-6- 85.71% |
$2.29K - $2.94K
|
1
$343
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-34- 2.63% |
$13K - $16.7K
|
1.26K
$431K
|
|
|
Nov 07, 2025
Q3 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.94K- 3.92% |
$1.12M - $1.44M
|
71.9K
$24.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298+ 2.07% |
$114K - $146K
|
14.7K
$5.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 1.54% |
$382 - $490
|
66
$22.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
11+ 2.19% |
$4.2K - $5.39K
|
513
$176K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
110+ 0.96% |
$42K - $53.9K
|
11.5K
$3.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-181K- 36.42% |
$69.1M - $88.6M
|
316K
$108M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4- 25.0% |
$1.53K - $1.96K
|
12
$4.12K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
788+ 84.1% |
$301K - $386K
|
1.73K
$592K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.12% |
$3.44K - $4.41K
|
7.78K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
891New |
$340K - $437K
|
891
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
48+ 7.07% |
$18.3K - $23.5K
|
727
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-21.1K- 0.59% |
$8.07M - $10.3M
|
3.55M
$1.22B
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-476- 4.43% |
$182K - $233K
|
10.3K
$3.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
17.3K+ 88.28% |
$6.6M - $8.46M
|
36.8K
$12.6M
|
|