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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.85% |
$18.7K - $22.8K
|
544
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.02K- 4.5% |
$1.87M - $2.28M
|
85.3K
$40.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.79K- 2.38% |
$1.3M - $1.59M
|
114K
$54.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-402- 2.14% |
$188K - $229K
|
18.4K
$8.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-64- 7.23% |
$29.9K - $36.4K
|
821
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$6.53K - $7.96K
|
14
$6.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
41+ 9.51% |
$19.1K - $23.3K
|
472
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
150+ 1.25% |
$70K - $85.3K
|
12.1K
$5.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-110- 1.31% |
$51.3K - $62.6K
|
8.28K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-83- 0.71% |
$38.7K - $47.2K
|
11.6K
$5.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$7.47K - $9.1K
|
17
$8.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-34- 1.46% |
$15.9K - $19.3K
|
2.29K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
608+ 32.22% |
$284K - $346K
|
2.5K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
133+ 108.13% |
$62.1K - $75.6K
|
256
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 13.04% |
$7K - $8.53K
|
130
$61.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$3.27K - $3.98K
|
1.21K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
527+ 80.95% |
$246K - $300K
|
1.18K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$467 - $569
|
1
$477
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.3K- 28.68% |
$1.07M - $1.31M
|
5.72K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
930New |
$434K - $529K
|
930
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
738New |
$344K - $420K
|
738
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.92KNew |
$1.36M - $1.66M
|
2.92K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
75+ 2.5% |
$35K - $42.7K
|
3.07K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-142- 26.69% |
$66.3K - $80.8K
|
390
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
99+ 18.54% |
$46.2K - $56.3K
|
633
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106- 11.13% |
$49.5K - $60.3K
|
846
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36+ 4.15% |
$16.8K - $20.5K
|
904
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
489New |
$228K - $278K
|
489
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$933 - $1.14K
|
1.46K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.18K- 27.89% |
$1.48M - $1.81M
|
8.21K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-134- 0.78% |
$62.5K - $76.2K
|
17K
$8.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
602New |
$281K - $342K
|
602
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.19K+ 9.43% |
$553K - $675K
|
13.8K
$6.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.23K+ 285.04% |
$1.04M - $1.27M
|
3.01K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.65% |
$21.5K - $26.2K
|
7.08K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-510- 5.06% |
$238K - $290K
|
9.56K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-822- 41.24% |
$384K - $468K
|
1.17K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-129- 3.06% |
$60.2K - $73.4K
|
4.09K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
367+ 3.2% |
$171K - $209K
|
11.8K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
813+ 9.57% |
$379K - $462K
|
9.31K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
79+ 0.38% |
$36.9K - $44.9K
|
20.8K
$9.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.58% |
$1.87K - $2.28K
|
696
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.5K- 2.74% |
$700K - $853K
|
53.3K
$25.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-20.6K- 18.54% |
$9.59M - $11.7M
|
90.3K
$43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-32- 1.6% |
$14.9K - $18.2K
|
1.96K
$936K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.1K- 4.0% |
$2.38M - $2.9M
|
122K
$58.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-63- 5.01% |
$29.4K - $35.8K
|
1.2K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.15K+ 0.34% |
$535K - $652K
|
342K
$163M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 10.6% |
$138K - $168K
|
2.49K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900+ 27.27% |
$420K - $512K
|
4.2K
$2M
|