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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
30.5K+ 9.69% |
$14.2M - $17.3M
|
345K
$163M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
592+ 60.84% |
$276K - $337K
|
1.57K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$6.07K - $7.39K
|
2.94K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-16- 1.55% |
$7.47K - $9.1K
|
1.02K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.91KNew |
$1.83M - $2.23M
|
3.91K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-135- 1.04% |
$63K - $76.8K
|
12.9K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 16.33% |
$7.47K - $9.1K
|
114
$53.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36- 5.59% |
$16.8K - $20.5K
|
608
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.36KNew |
$634K - $773K
|
1.36K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
757New |
$353K - $431K
|
757
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.71K
|
1.94K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.21% |
$2.8K - $3.41K
|
2.82K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
207+ 18.96% |
$96.6K - $118K
|
1.3K
$613K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23- 1.42% |
$10.7K - $13.1K
|
1.59K
$752K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-60- 6.26% |
$28K - $34.1K
|
898
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6- 0.25% |
$2.8K - $3.41K
|
2.38K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 0.39% |
$62.5K - $76.2K
|
34K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-521- 11.44% |
$243K - $296K
|
4.03K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.47K- 29.07% |
$684K - $834K
|
3.58K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-809- 20.59% |
$377K - $460K
|
3.12K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-40- 1.34% |
$18.7K - $22.8K
|
2.93K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
52+ 8.4% |
$24.3K - $29.6K
|
671
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2- 0.11% |
$933 - $1.14K
|
1.82K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 4.76% |
$467 - $569
|
20
$9.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 4.26% |
$933 - $1.14K
|
49
$23.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-27- 3.26% |
$12.6K - $15.4K
|
800
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 7.76% |
$12.6K - $15.4K
|
321
$152K
|
|
|
Jan 10, 2025
Q4 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-5K- 2.51% |
$2.33M - $2.84M
|
194K
$91.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.05% |
$3.73K - $4.55K
|
16.2K
$7.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-101- 8.92% |
$47.1K - $57.4K
|
1.03K
$487K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-233K- 99.77% |
$109M - $133M
|
527
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$2.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 3.45% |
$467 - $569
|
30
$14.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-671- 1.67% |
$313K - $382K
|
39.5K
$18.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.12% |
$467 - $569
|
90
$42.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-133- 3.29% |
$62.1K - $75.6K
|
3.91K
$1.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.04K- 9.76% |
$2.35M - $2.87M
|
46.6K
$22M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$439K - $535K
|
940
$444K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-61- 76.25% |
$28.5K - $34.7K
|
19
$8.97K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 8.76% |
$20.1K - $24.5K
|
534
$252K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-802- 5.04% |
$360K - $417K
|
15.1K
$7.13M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 41.67% |
$2.24K - $2.6K
|
7
$3.3K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.8K+ 9.91% |
$18.8M - $21.8M
|
464K
$219M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-755- 27.11% |
$339K - $393K
|
2.03K
$958K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.71KNew |
$1.21M - $1.41M
|
2.71K
$1.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39New |
$17.5K - $20.3K
|
39
$18.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.2KNew |
$536K - $621K
|
1.2K
$564K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
190+ 500.0% |
$85.3K - $98.8K
|
228
$108K
|
|