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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
16New |
$7.18K - $8.32K
|
16
$7.86K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$5.83K - $6.76K
|
13
$6.39K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 92.31% |
$5.38K - $6.24K
|
25
$12.3K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$4.94K - $5.72K
|
11
$5.41K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 29.63% |
$3.59K - $4.16K
|
35
$17.2K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$1.79K - $2.08K
|
4
$1.97K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$1.35K - $1.56K
|
3
$1.47K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$897 - $1.04K
|
2
$983
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.7% |
$449 - $520
|
38
$18.7K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.2% |
$449 - $520
|
504
$248K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$449 - $520
|
46
$22.6K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1New |
$449 - $520
|
1
$492
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$449 - $520
|
1
$492
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.6K+ 2.64% |
$38.3M - $47.4M
|
3.76M
$1.85B
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
25.3KNew |
$10.1M - $12.4M
|
25.3K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
20.5KNew |
$8.14M - $10.1M
|
20.5K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
11.1K+ 37.97% |
$4.41M - $5.45M
|
40.4K
$19.8M
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10KNew |
$3.97M - $4.91M
|
10K
$4.92M
|
|
Aug 09, 2024
Q2 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
8.5KNew |
$3.37M - $4.17M
|
8.5K
$4.18M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
8.12KNew |
$3.22M - $3.99M
|
8.12K
$3.99M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.49KNew |
$2.57M - $3.19M
|
6.49K
$3.19M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.43K+ 19.82% |
$2.15M - $2.66M
|
32.8K
$16.1M
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 8.93% |
$1.98M - $2.46M
|
61K
$30M
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.02KNew |
$1.6M - $1.97M
|
4.02K
$1.98M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.99KNew |
$1.58M - $1.96M
|
3.99K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.4K+ 400.0% |
$953K - $1.18M
|
3K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.3KNew |
$914K - $1.13M
|
2.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$913K - $1.13M
|
2.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
1.58KNew |
$625K - $773K
|
1.58K
$774K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.47KNew |
$583K - $722K
|
1.47K
$723K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$481K - $595K
|
1.21K
$595K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
956+ 197.52% |
$379K - $469K
|
1.44K
$708K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
864New |
$343K - $424K
|
864
$425K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
810+ 158.51% |
$322K - $398K
|
1.32K
$649K
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
807New |
$320K - $396K
|
807
$397K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
743+ 30.29% |
$295K - $365K
|
3.2K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
700New |
$278K - $344K
|
700
$344K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
685New |
$272K - $336K
|
685
$337K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
621New |
$246K - $305K
|
621
$305K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
525New |
$208K - $258K
|
525
$258K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
453New |
$180K - $222K
|
453
$223K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
452New |
$179K - $222K
|
452
$222K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
443New |
$176K - $218K
|
443
$218K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
379+ 0.38% |
$150K - $186K
|
101K
$49.8M
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
320+ 24.62% |
$127K - $157K
|
1.62K
$796K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 7.17% |
$99.2K - $123K
|
3.74K
$1.84M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
234New |
$92.9K - $115K
|
234
$115K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
135+ 1350.0% |
$53.6K - $66.3K
|
145
$71.3K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
131+ 24.58% |
$52K - $64.3K
|
664
$326K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
93+ 4.48% |
$36.9K - $45.7K
|
2.17K
$1.07M
|