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
Feb 14, 2023 Q4 2022
Magnetar Financial LLC

Evanston, IL
BUY
 -
4.25K
New
$1.01M - $1.2M
4.25K $1.46M
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
3.17K
New
$757K - $899K
3.17K $1.09M
Feb 14, 2023 Q4 2022
Lrt Capital Management, LLC

Austin, TX
BUY
 -
1.68K
+ 11.41%
$402K - $477K
16.4K $5.64M
Feb 14, 2023 Q4 2022
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.64K
New
$392K - $465K
1.64K $563K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
1.07K
+ 11.13%
$255K - $302K
10.7K $3.66M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
806
New
$192K - $228K
806 $277K
Feb 09, 2023 Q4 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
469
New
$112K - $133K
469 $161K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
292
New
$69.7K - $82.7K
292 $100K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
170
New
$40.6K - $48.1K
170 $58.3K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
137
New
$32.7K - $38.8K
137 $47K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
105
+ 42.86%
$25.1K - $29.7K
350 $120K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
65
New
$15.5K - $18.4K
65 $22.3K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
41
New
$9.78K - $11.6K
41 $14.1K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
28
+ 15.14%
$6.68K - $7.93K
213 $73.1K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
22
New
$5.25K - $6.23K
22 $7.55K
Feb 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
16
New
$3.82K - $4.53K
16 $5.49K
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
15
New
$3.58K - $4.25K
15 $5.15K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
9
New
$2.15K - $2.55K
9 $3.09K
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
5
New
$1.19K - $1.42K
5 $1.72K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
3
New
$716 - $850
3 $1.03K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
3
New
$716 - $850
3 $1.03K
Q3 2022
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
29.6K
+ 753.4%
$7.13M - $9.02M
33.5K $11.5M
Nov 09, 2022 Q3 2022
Distillate Capital Partners LLC

BUY
 -
23.9K
New
$5.76M - $7.29M
23.9K $8.21M
Apr 14, 2025 Q3 2022
Cooper Investors Pty LTD

Melbourne, Victoria, C3
BUY
 -
10.1K
New
$2.43M - $3.08M
10.1K $3.47M
Oct 31, 2022 Q3 2022
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
8.17K
New
$1.97M - $2.49M
8.17K $2.8M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
6.96K
+ 4.66%
$1.68M - $2.12M
156K $53.6M
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
3.85K
+ 458.76%
$928K - $1.17M
4.69K $1.61M
Nov 14, 2022 Q3 2022
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
3.65K
New
$878K - $1.11M
3.65K $1.25M
Nov 14, 2022 Q3 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
2.6K
+ 15.8%
$627K - $793K
19.1K $6.54M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.48K
+ 98.15%
$358K - $453K
3K $1.03M
Nov 14, 2022 Q3 2022
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
1.39K
New
$334K - $423K
1.39K $476K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
245
New
$59K - $74.7K
245 $84.1K
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
75
New
$18.1K - $22.9K
75 $25.7K
Oct 28, 2022 Q3 2022
Community Bank, N.A.

BUY
 -
74
New
$17.8K - $22.6K
74 $25.4K
Oct 14, 2022 Q3 2022
Pacifica Partners Inc.

BUY
 -
35
New
$8.43K - $10.7K
35 $12K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
23
New
$5.54K - $7.02K
23 $7.89K
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
22
New
$5.3K - $6.71K
22 $7.55K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
20
New
$4.82K - $6.1K
20 $6.86K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
19
New
$4.58K - $5.8K
19 $6.52K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
11
+ 0.73%
$2.65K - $3.36K
1.51K $518K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
10
+ 1000.0%
$2.41K - $3.05K
11 $3.77K
Oct 24, 2022 Q3 2022
Optimum Investment Advisors

BUY
 -
9
New
$2.17K - $2.75K
9 $3.09K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
8
New
$1.93K - $2.44K
8 $2.74K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
8
New
$1.93K - $2.44K
8 $2.74K
Oct 13, 2022 Q3 2022
Adirondack Trust CO

BUY
 -
8
New
$1.93K - $2.44K
8 $2.74K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q2 2022
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
11.4K
+ 43.23%
$2.59M - $3.49M
37.9K $13M
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
10.6K
New
$2.4M - $3.23M
10.6K $3.63M
Aug 03, 2022 Q2 2022
Robeco Schweiz Ag

BUY
 -
7.7K
New
$1.75M - $2.35M
7.7K $2.64M

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