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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
8KNew |
$3.02M - $3.52M
|
8K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93KNew |
$1.11M - $1.29M
|
2.93K
$1M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2KNew |
$831K - $966K
|
2.2K
$754K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.18K+ 460.13% |
$824K - $959K
|
2.66K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.93KNew |
$728K - $847K
|
1.93K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.92K+ 27.54% |
$726K - $845K
|
8.9K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 6.69% |
$719K - $836K
|
30.3K
$10.4M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.2KNew |
$454K - $528K
|
1.2K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.13KNew |
$428K - $498K
|
1.13K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.12KNew |
$423K - $492K
|
1.12K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
986New |
$373K - $433K
|
986
$338K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
955New |
$361K - $420K
|
955
$328K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
913+ 11.26% |
$345K - $401K
|
9.02K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
860New |
$325K - $378K
|
860
$295K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
857+ 22.88% |
$324K - $377K
|
4.6K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
642New |
$243K - $282K
|
642
$220K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
329New |
$124K - $145K
|
329
$113K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
133New |
$50.3K - $58.5K
|
133
$45.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$24.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
59New |
$22.3K - $25.9K
|
59
$20.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
50+ 6.87% |
$18.9K - $22K
|
778
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 1.56% |
$14K - $16.3K
|
2.4K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32+ 5.95% |
$12.1K - $14.1K
|
570
$196K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$6.8K - $7.91K
|
18
$6.18K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$5.67K - $6.59K
|
15
$5.15K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
13New |
$4.91K - $5.71K
|
13
$4.46K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$4.16K - $4.83K
|
11
$3.77K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$1.89K - $2.2K
|
5
$1.72K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$378 - $440
|
1
$343
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 2.33% |
$378 - $440
|
44
$15.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$378 - $440
|
1
$343
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
106KNew |
$36.2M - $45.6M
|
106K
$36.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
11.2KNew |
$3.83M - $4.82M
|
11.2K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
8.31K+ 17.43% |
$2.83M - $3.56M
|
56K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.84K+ 243.56% |
$1.31M - $1.65M
|
5.41K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.85KNew |
$631K - $795K
|
1.85K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.83KNew |
$623K - $786K
|
1.83K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.75KNew |
$597K - $752K
|
1.75K
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.13K+ 113100.0% |
$385K - $485K
|
1.13K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.1KNew |
$375K - $472K
|
1.1K
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
600New |
$204K - $257K
|
600
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
585New |
$199K - $251K
|
585
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
567New |
$193K - $243K
|
567
$195K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
526New |
$179K - $226K
|
526
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
500New |
$170K - $215K
|
500
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
171+ 6.71% |
$58.2K - $73.4K
|
2.72K
$933K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$35.4K - $44.6K
|
104
$35.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
74New |
$25.2K - $31.7K
|
74
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$20.1K - $25.3K
|
59
$20.2K
|
|