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
Nov 14, 2023 Q3 2023
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 -
15.5K
New
$5.29M - $5.91M
15.5K $7.63M
Nov 14, 2023 Q3 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
9.56K
New
$3.26M - $3.64M
9.56K $4.7M
Nov 14, 2023 Q3 2023
Greenland Capital Management LP

New York, NY
BUY
 PUT
5K
New
$1.71M - $1.9M
5K $2.46M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.82K
+ 2.42%
$1.64M - $1.83M
204K $100M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.5K
New
$512K - $571K
1.5K $737K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
1.37K
New
$467K - $521K
1.37K $673K
Nov 14, 2023 Q3 2023
Inceptionr LLC

Lafayette, CA
BUY
 -
1.24K
New
$424K - $473K
1.24K $611K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
821
New
$280K - $312K
821 $404K
Mar 12, 2025 Q3 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
682
New
$233K - $259K
682 $335K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
646
New
$220K - $246K
646 $318K
Oct 23, 2023 Q3 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
600
New
$205K - $228K
600 $295K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
553
New
$189K - $210K
553 $272K
Nov 14, 2023 Q3 2023
Diametric Capital, LP

Boston, MA
BUY
 -
514
+ 79.69%
$175K - $196K
1.16K $570K
Nov 14, 2023 Q3 2023
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
407
+ 8.05%
$139K - $155K
5.46K $2.69M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
359
New
$122K - $137K
359 $176K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
318
New
$108K - $121K
318 $156K
Nov 14, 2023 Q3 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
180
+ 17.72%
$61.4K - $68.5K
1.2K $588K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
170
New
$58K - $64.7K
170 $83.6K
Oct 31, 2023 Q3 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
40
+ 0.33%
$13.6K - $15.2K
12.1K $5.96M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
37
+ 5.11%
$12.6K - $14.1K
761 $374K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
32
New
$10.9K - $12.2K
32 $15.7K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
28
New
$9.55K - $10.7K
28 $13.8K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
23
New
$7.84K - $8.75K
23 $11.3K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
19
New
$6.48K - $7.23K
19 $9.34K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
15
New
$5.12K - $5.71K
15 $7.37K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
13
New
$4.43K - $4.94K
13 $6.39K
Nov 02, 2023 Q3 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
11
+ 1.07%
$3.75K - $4.18K
1.04K $510K
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

BUY
 -
10
+ 1.43%
$3.41K - $3.8K
707 $348K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
10
+ 0.43%
$3.41K - $3.8K
2.33K $1.15M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
3
New
$1.02K - $1.14K
3 $1.47K
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
1
+ 0.14%
$341 - $380
691 $340K
Q2 2023
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
12.1K
New
$3.66M - $4.62M
12.1K $5.95M
Aug 14, 2023 Q2 2023
Sandler Capital Management

New York, NY
BUY
 -
10.2K
+ 20.5%
$3.07M - $3.87M
59.7K $29.4M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
8.51K
+ 203.98%
$2.57M - $3.25M
12.7K $6.23M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
7.71K
New
$2.33M - $2.94M
7.71K $3.79M
Aug 14, 2023 Q2 2023
Bridgeway Capital Management, LLC

Houston, TX
BUY
 -
5.13K
New
$1.55M - $1.96M
5.13K $2.52M
Aug 14, 2023 Q2 2023
Winton Group LTD

London, X0
BUY
 -
1.37K
New
$414K - $523K
1.37K $673K
Aug 14, 2023 Q2 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.28K
New
$386K - $488K
1.28K $629K
Aug 07, 2023 Q2 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
1.15K
New
$346K - $437K
1.15K $563K
Aug 16, 2023 Q2 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 CALL
1.03K
New
$311K - $393K
1.03K $507K
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
1K
New
$302K - $381K
1K $492K
Aug 14, 2023 Q2 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
700
New
$211K - $267K
700 $344K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
627
New
$189K - $239K
627 $308K
Aug 07, 2023 Q2 2023
Sonen Capital LLC

San Francisco, CA
BUY
 -
584
+ 69.36%
$176K - $223K
1.43K $701K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
580
New
$175K - $221K
580 $285K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
574
New
$173K - $219K
574 $282K
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
573
New
$173K - $219K
573 $282K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
568
New
$171K - $217K
568 $279K
Aug 11, 2023 Q2 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
551
New
$166K - $210K
551 $271K

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