Latest Institutional Purchases of Watsco Inc (WSO)

WSO Quotes by TradingView

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
May 06, 2024 Q1 2024
Org Partners LLC

Roanoke, IN
BUY
 -
71
New
$26.8K - $31.2K
71 $34.9K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
59
New
$22.3K - $25.9K
59 $29K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
50
+ 6.87%
$18.9K - $22K
778 $382K
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
37
+ 1.56%
$14K - $16.3K
2.4K $1.18M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
32
+ 5.95%
$12.1K - $14.1K
570 $280K
May 02, 2024 Q1 2024
Salomon & Ludwin, LLC

BUY
 -
30
+ 52.63%
$11.3K - $13.2K
87 $42.8K
May 15, 2024 Q1 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
18
New
$6.8K - $7.91K
18 $8.85K
May 13, 2024 Q1 2024
Pingora Partners LLC

Wilson, WY
BUY
 -
15
New
$5.67K - $6.59K
15 $7.37K
Apr 26, 2024 Q1 2024
Rocky Mountain Advisers, LLC

BUY
 -
13
New
$4.91K - $5.71K
13 $6.39K
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
11
New
$4.16K - $4.83K
11 $5.41K
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
5
New
$1.89K - $2.2K
5 $2.46K
Apr 24, 2024 Q1 2024
First Pacific Financial

BUY
 -
2
New
$756 - $879
2 $983
Jun 26, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
1
New
$378 - $440
1 $492
May 08, 2024 Q1 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
1
+ 2.33%
$378 - $440
44 $21.6K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
1
New
$378 - $440
1 $492
Q4 2023
Feb 14, 2024 Q4 2023
Cartenna Capital, LP

Stamford, CT
BUY
 -
106K
New
$36.2M - $45.6M
106K $52.2M
Feb 14, 2024 Q4 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
21.9K
New
$7.44M - $9.38M
21.9K $10.7M
Feb 06, 2024 Q4 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 PUT
11.2K
New
$3.83M - $4.82M
11.2K $5.52M
Feb 14, 2024 Q4 2023
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
8.31K
+ 17.43%
$2.83M - $3.56M
56K $27.5M
Feb 14, 2024 Q4 2023
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
3.84K
+ 243.56%
$1.31M - $1.65M
5.41K $2.66M
Feb 13, 2024 Q4 2023
Eisler Capital (Uk) Ltd.

London, X0
BUY
 -
1.85K
New
$631K - $795K
1.85K $911K
Feb 14, 2024 Q4 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
1.83K
New
$623K - $786K
1.83K $900K
Jan 29, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
1.75K
New
$597K - $752K
1.75K $862K
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

BUY
 -
1.13K
+ 113100.0%
$385K - $485K
1.13K $556K
Feb 14, 2024 Q4 2023
Degroof Petercam Asset Management

Brussels, C9
BUY
 -
1.1K
New
$375K - $472K
1.1K $541K
Jan 24, 2024 Q4 2023
Boit C F David

Boston, MA
BUY
 -
600
New
$204K - $257K
600 $295K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
585
New
$199K - $251K
585 $288K
Jan 11, 2024 Q4 2023
Cboe Vest Financial, LLC

Mclean, VA
BUY
 -
567
New
$193K - $243K
567 $279K
Jan 31, 2024 Q4 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
526
New
$179K - $226K
526 $259K
Feb 08, 2024 Q4 2023
Bedel Financial Consulting, Inc.

BUY
 -
500
New
$170K - $215K
500 $246K
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
484
New
$165K - $208K
484 $238K
Jan 18, 2024 Q4 2023
Ellsworth Advisors, LLC

BUY
 -
171
+ 6.71%
$58.2K - $73.4K
2.72K $1.34M
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
104
New
$35.4K - $44.6K
104 $51.1K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
74
New
$25.2K - $31.7K
74 $36.4K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
59
New
$20.1K - $25.3K
59 $29K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
57
New
$19.4K - $24.5K
57 $28K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
47
New
$16K - $20.2K
47 $23.1K
Feb 14, 2024 Q4 2023
Robeco Institutional Asset Management B.V.

BUY
 -
43
+ 537.5%
$14.6K - $18.4K
51 $25.1K
Aug 29, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
39
+ 6.7%
$13.3K - $16.7K
621 $305K
Feb 08, 2024 Q4 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
8
New
$2.72K - $3.43K
8 $3.93K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
7
New
$2.38K - $3K
7 $3.44K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
6
+ 0.98%
$2.04K - $2.57K
619 $304K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
3
New
$1.02K - $1.29K
3 $1.47K
Jan 30, 2024 Q4 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
3
+ 1.23%
$1.02K - $1.29K
246 $121K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2
New
$681 - $858
2 $983
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
2
New
$681 - $858
2 $983
Q3 2023
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
31K
New
$10.6M - $11.8M
31K $15.2M
Nov 14, 2023 Q3 2023
J. Goldman & CO LP

New York, NY
BUY
 -
30.9K
New
$10.5M - $11.8M
30.9K $15.2M
Nov 14, 2023 Q3 2023
Summit Partners Public Asset Management, LLC

Boston, MA
BUY
 CALL
16K
New
$5.46M - $6.09M
16K $7.86M

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