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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
113K+ 31.76% |
$38.9M - $47M
|
470K
$161M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
18.8K+ 1226.51% |
$6.46M - $7.81M
|
20.4K
$6.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
16.3K+ 41.46% |
$5.6M - $6.77M
|
55.7K
$19.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Caledonia Investments PLC
|
BUY
|
- |
13.5K+ 6.15% |
$4.63M - $5.6M
|
233K
$79.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.52K+ 167.68% |
$2.24M - $2.7M
|
10.4K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.53K+ 5.62% |
$1.21M - $1.46M
|
66.4K
$22.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.8K+ 11.71% |
$961K - $1.16M
|
26.7K
$9.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.32KNew |
$796K - $963K
|
2.32K
$796K
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.74KNew |
$597K - $722K
|
1.74K
$597K
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
1.67K+ 215.08% |
$573K - $692K
|
2.45K
$839K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.1K+ 14.0% |
$379K - $458K
|
8.99K
$3.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
919New |
$315K - $381K
|
919
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
889New |
$305K - $369K
|
889
$305K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
706New |
$242K - $293K
|
706
$242K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
668New |
$229K - $277K
|
668
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
614New |
$211K - $255K
|
614
$211K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
413+ 5.91% |
$142K - $171K
|
7.41K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
231+ 1.46% |
$79.3K - $95.8K
|
16K
$5.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
216+ 27.14% |
$74.1K - $89.6K
|
1.01K
$347K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
211+ 18.64% |
$72.4K - $87.5K
|
1.34K
$461K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
175+ 1.35% |
$60K - $72.6K
|
13.2K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
171New |
$58.7K - $70.9K
|
171
$58.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
169+ 9.85% |
$58K - $70.1K
|
1.88K
$646K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
125+ 0.5% |
$42.9K - $51.9K
|
25.2K
$8.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
84+ 3.18% |
$28.8K - $34.9K
|
2.73K
$936K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
67New |
$23K - $27.8K
|
67
$23K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
62+ 10.4% |
$21.3K - $25.7K
|
658
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
58+ 0.55% |
$19.9K - $24.1K
|
10.6K
$3.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
53+ 0.21% |
$18.2K - $22K
|
24.9K
$8.56M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
46+ 7.09% |
$15.8K - $19.1K
|
695
$238K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$8.58K - $10.4K
|
25
$8.58K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 19.17% |
$7.89K - $9.54K
|
143
$49.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18New |
$6.18K - $7.47K
|
18
$6.18K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
14+ 26.42% |
$4.8K - $5.81K
|
67
$23K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 1.58% |
$3.77K - $4.56K
|
709
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$3.09K - $3.73K
|
9
$3.09K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 500.0% |
$1.72K - $2.07K
|
6
$2.06K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 10.26% |
$1.37K - $1.66K
|
43
$14.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3New |
$1.03K - $1.24K
|
3
$1.03K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$686 - $830
|
2
$686
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 6.9% |
$686 - $830
|
31
$10.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$343 - $415
|
1.17K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.01M+ 741.45% |
$769M - $987M
|
2.29M
$784M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
172K+ 12054.35% |
$65.6M - $84.1M
|
173K
$59.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
89.5K+ 183.78% |
$34.2M - $43.9M
|
138K
$47.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
70.4K+ 257.51% |
$26.9M - $34.5M
|
97.7K
$33.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
66.4KNew |
$25.4M - $32.5M
|
66.4K
$22.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
63.2K+ 85.24% |
$24.2M - $31M
|
137K
$47.2M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
55K+ 1170.21% |
$21M - $26.9M
|
59.7K
$20.5M
|
|