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 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.2KNew |
$459K - $589K
|
1.2K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-33- 5.0% |
$12.6K - $16.2K
|
627
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14- 1.17% |
$5.35K - $6.86K
|
1.19K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
990+ 5.48% |
$378K - $485K
|
19K
$6.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-924- 37.84% |
$353K - $453K
|
1.52K
$521K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-279- 2.38% |
$107K - $137K
|
11.4K
$3.92M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.35K- 1.74% |
$898K - $1.15M
|
133K
$45.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.6KNew |
$611K - $784K
|
1.6K
$549K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.3% |
$2.29K - $2.94K
|
2.01K
$688K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
681+ 53.0% |
$260K - $334K
|
1.97K
$675K
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
100+ 12.5% |
$38.2K - $49K
|
900
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-626- 44.49% |
$239K - $307K
|
781
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Caledonia Investments PLC
|
BUY
|
- |
25K+ 12.86% |
$9.55M - $12.2M
|
219K
$75.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.91K+ 16.17% |
$1.49M - $1.92M
|
28.1K
$9.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16+ 1.25% |
$6.11K - $7.84K
|
1.3K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4New |
$1.53K - $1.96K
|
4
$1.37K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.16K- 18.58% |
$444K - $570K
|
5.1K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.01K- 25.73% |
$766K - $982K
|
5.79K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.57K- 3.35% |
$1.36M - $1.75M
|
103K
$35.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
155+ 0.62% |
$59.2K - $75.9K
|
25.1K
$8.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
SELL
|
- |
-289- 34.69% |
$110K - $142K
|
544
$187K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
145+ 14.59% |
$55.4K - $71K
|
1.14K
$391K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-839- 9.07% |
$320K - $411K
|
8.41K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
224+ 24.37% |
$85.6K - $110K
|
1.14K
$392K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.25K- 34.09% |
$860K - $1.1M
|
4.35K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41- 70.69% |
$15.7K - $20.1K
|
17
$5.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Freemont Management S.A.
|
SELL
|
- |
-3.2K- 88.89% |
$1.22M - $1.57M
|
400
$137K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-7.07K- 22.13% |
$2.7M - $3.46M
|
24.9K
$8.54M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 17.44% |
$960K - $1.23M
|
11.9K
$4.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
101+ 21.4% |
$38.6K - $49.5K
|
573
$197K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-701- 38.35% |
$268K - $343K
|
1.13K
$387K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
144+ 23.96% |
$55K - $70.6K
|
745
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2+ 3.85% |
$764 - $980
|
54
$18.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
71+ 2.36% |
$27.1K - $34.8K
|
3.09K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7+ 0.8% |
$2.67K - $3.43K
|
883
$303K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
140+ 5.83% |
$53.5K - $68.6K
|
2.54K
$872K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
295+ 8.73% |
$113K - $145K
|
3.68K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.19% |
$38.2K - $49K
|
8.28K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.01% |
$382 - $490
|
6.72K
$2.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
271+ 133.5% |
$104K - $133K
|
474
$163K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 50.0% |
$382 - $490
|
3
$1.03K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
106+ 18.28% |
$40.5K - $51.9K
|
686
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
36+ 4.68% |
$13.7K - $17.6K
|
805
$276K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-61- 3.95% |
$23.3K - $29.9K
|
1.49K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
268+ 6.06% |
$102K - $131K
|
4.69K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
544+ 5.46% |
$208K - $267K
|
10.5K
$3.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.02K- 9.23% |
$770K - $988K
|
19.8K
$6.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-243- 0.98% |
$92.8K - $119K
|
24.6K
$8.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40.3K+ 47.74% |
$15.4M - $19.8M
|
125K
$42.8M
|
|