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 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 0.98% |
$15.7K - $20.1K
|
4.13K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
44+ 5.21% |
$16.8K - $21.6K
|
888
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 0.57% |
$8.4K - $10.8K
|
3.84K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
252+ 28.44% |
$96.2K - $123K
|
1.14K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.71K- 2.07% |
$653K - $838K
|
80.8K
$27.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
219+ 4.7% |
$83.6K - $107K
|
4.87K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-489- 15.53% |
$187K - $240K
|
2.66K
$912K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$3.06K - $3.92K
|
8
$2.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44KNew |
$1.31M - $1.69M
|
3.44K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
208+ 0.26% |
$79.4K - $102K
|
81.7K
$28M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.21K+ 5.65% |
$463K - $593K
|
22.7K
$7.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.12K+ 17.43% |
$427K - $547K
|
7.53K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.96K+ 237.47% |
$1.51M - $1.94M
|
5.63K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.14K- 49.35% |
$435K - $558K
|
1.17K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.79% |
$382 - $490
|
57
$19.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
307+ 1918.75% |
$117K - $150K
|
323
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.28% |
$764 - $980
|
725
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 10.52% |
$19.5K - $25K
|
536
$184K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-140- 18.87% |
$53.5K - $68.6K
|
602
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 86.61% |
$37K - $47.5K
|
209
$71.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14K+ 5.33% |
$5.35M - $6.87M
|
277K
$95M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-31- 4.47% |
$11.8K - $15.2K
|
662
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9+ 450.0% |
$3.44K - $4.41K
|
11
$3.77K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
17.8K+ 89.15% |
$6.81M - $8.73M
|
37.8K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
17K+ 577.89% |
$6.5M - $8.34M
|
20K
$6.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-176- 17.0% |
$67.2K - $86.2K
|
859
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
864+ 2.72% |
$330K - $423K
|
32.6K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-800- 4.56% |
$306K - $392K
|
16.7K
$5.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-10- 66.67% |
$3.82K - $4.9K
|
5
$1.72K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109+ 151.39% |
$41.6K - $53.4K
|
181
$62.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
489+ 23.51% |
$187K - $240K
|
2.57K
$881K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74- 25.52% |
$28.3K - $36.3K
|
216
$74.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
254+ 14.27% |
$97K - $124K
|
2.03K
$698K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 2.83% |
$1.15K - $1.47K
|
109
$37.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$2.29K - $2.94K
|
6
$2.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
90+ 0.88% |
$34.4K - $44.1K
|
10.3K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.65K- 75.62% |
$631K - $810K
|
533
$183K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-219- 69.3% |
$83.6K - $107K
|
97
$33.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.04K+ 0.49% |
$398K - $510K
|
213K
$73.2M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 8.33% |
$382 - $490
|
11
$3.77K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
903+ 140.65% |
$345K - $442K
|
1.55K
$530K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.01K+ 1.85% |
$766K - $983K
|
110K
$37.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-570- 4.85% |
$218K - $279K
|
11.2K
$3.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-32.3K- 3.3% |
$12.3M - $15.8M
|
944K
$324M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.97K+ 708.75% |
$2.66M - $3.41M
|
7.95K
$2.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.2K- 25.17% |
$458K - $587K
|
3.56K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16- 1.36% |
$6.11K - $7.84K
|
1.16K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 1.49% |
$5.35K - $6.86K
|
954
$327K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8+ 1.31% |
$3.06K - $3.92K
|
617
$212K
|
|