Latest Institutional Purchases of Watsco Inc (WSO)
This list provides information on the latest institutional transactions involving Watsco Inc (WSO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.75K+ 607.96% |
$1.27M - $1.46M
|
3.2K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.98KNew |
$918K - $1.05M
|
1.98K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 112500.0% |
$522K - $597K
|
1.13K
$580K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1K+ 0.82% |
$464K - $531K
|
123K
$63.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
716New |
$332K - $380K
|
716
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
625+ 16.05% |
$290K - $332K
|
4.52K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
482+ 133.15% |
$224K - $256K
|
844
$435K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
460New |
$213K - $244K
|
460
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
232+ 34.42% |
$108K - $123K
|
906
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
225+ 0.39% |
$104K - $119K
|
58.4K
$30.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
211+ 5.58% |
$97.9K - $112K
|
3.99K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
204+ 6.37% |
$94.6K - $108K
|
3.41K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
192+ 5.27% |
$89.1K - $102K
|
3.84K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
188+ 20.94% |
$87.2K - $99.8K
|
1.09K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
184+ 6.25% |
$85.4K - $97.7K
|
3.13K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
138+ 4.75% |
$64K - $73.2K
|
3.04K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 7.86% |
$54.3K - $62.1K
|
1.61K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
107+ 17.31% |
$49.6K - $56.8K
|
725
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
107+ 4.5% |
$49.6K - $56.8K
|
2.49K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
92+ 11.39% |
$42.7K - $48.8K
|
900
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
88+ 6.27% |
$40.8K - $46.7K
|
1.49K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 6.83% |
$27.4K - $31.3K
|
923
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$26.4K - $30.3K
|
57
$29.3K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 260.0% |
$24.1K - $27.6K
|
72
$37.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$23.2K - $26.5K
|
50
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
47+ 4.79% |
$21.8K - $24.9K
|
1.03K
$529K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
31+ 3100.0% |
$14.4K - $16.5K
|
32
$16.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 5.91% |
$13.5K - $15.4K
|
520
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
25+ 0.1% |
$11.6K - $13.3K
|
25.4K
$13.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 65.0% |
$6.03K - $6.9K
|
33
$17K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10+ 2.07% |
$4.64K - $5.31K
|
492
$253K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 42.11% |
$3.71K - $4.25K
|
27
$13.9K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$2.78K - $3.18K
|
693
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4New |
$1.86K - $2.12K
|
4
$2.06K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.16% |
$1.86K - $2.12K
|
53
$27.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.14% |
$928 - $1.06K
|
1.48K
$759K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.15% |
$928 - $1.06K
|
1.3K
$670K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$464 - $531
|
1
$515
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$464 - $531
|
1
$515
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
372KNew |
$173M - $211M
|
372K
$191M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
250KNew |
$116M - $142M
|
250K
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
221KNew |
$103M - $125M
|
221K
$114M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
134KNew |
$62.6M - $76.3M
|
134K
$69.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
119K+ 9.48% |
$55.4M - $67.5M
|
1.37M
$706M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106K+ 188.96% |
$49.3M - $60.1M
|
162K
$83.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
104KNew |
$48.4M - $59.1M
|
104K
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.5K+ 542.19% |
$43.6M - $53.2M
|
111K
$57M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
84.8KNew |
$39.5M - $48.2M
|
84.8K
$43.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
76.7K+ 124.71% |
$35.8M - $43.6M
|
138K
$71.2M
|
|