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 14, 2025
Q3 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
592New |
$226K - $290K
|
592
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
589+ 1436.59% |
$225K - $289K
|
630
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
578+ 13.54% |
$221K - $283K
|
4.85K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
573+ 44.18% |
$219K - $281K
|
1.87K
$642K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
544+ 5.46% |
$208K - $267K
|
10.5K
$3.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
511+ 27.02% |
$195K - $250K
|
2.4K
$824K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
495New |
$189K - $243K
|
495
$170K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
489+ 23.51% |
$187K - $240K
|
2.57K
$881K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
485+ 105.9% |
$185K - $238K
|
943
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
477+ 35.15% |
$182K - $234K
|
1.83K
$629K
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
477+ 1.86% |
$182K - $234K
|
26.2K
$8.98M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
476+ 4.2% |
$182K - $233K
|
11.8K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
440+ 7.33% |
$168K - $216K
|
6.44K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
408New |
$156K - $200K
|
408
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
400+ 400.0% |
$153K - $196K
|
500
$172K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
393+ 79.88% |
$150K - $193K
|
885
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
377+ 14.89% |
$144K - $185K
|
2.91K
$998K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
369+ 7.01% |
$141K - $181K
|
5.63K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
352+ 28.46% |
$134K - $172K
|
1.59K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
346+ 51.95% |
$132K - $170K
|
1.01K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
337+ 2.07% |
$129K - $165K
|
16.6K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
329+ 27.67% |
$126K - $161K
|
1.52K
$521K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
323New |
$123K - $158K
|
323
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
307+ 1918.75% |
$117K - $150K
|
323
$111K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
299+ 2.86% |
$114K - $147K
|
10.7K
$3.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298+ 2.07% |
$114K - $146K
|
14.7K
$5.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
295+ 8.73% |
$113K - $145K
|
3.68K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
277+ 18.45% |
$106K - $136K
|
1.78K
$610K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
271+ 133.5% |
$104K - $133K
|
474
$163K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
268+ 6.06% |
$102K - $131K
|
4.69K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
257New |
$98.2K - $126K
|
257
$88.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
254+ 14.27% |
$97K - $124K
|
2.03K
$698K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
252+ 28.44% |
$96.2K - $123K
|
1.14K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
249+ 42.06% |
$95.1K - $122K
|
841
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
249+ 6.0% |
$95.1K - $122K
|
4.4K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
237+ 7.64% |
$90.5K - $116K
|
3.34K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
226+ 17.34% |
$86.3K - $111K
|
1.53K
$525K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
224+ 24.37% |
$85.6K - $110K
|
1.14K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
220+ 8.01% |
$84K - $108K
|
2.97K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
219+ 4.7% |
$83.6K - $107K
|
4.87K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
218+ 30.11% |
$83.3K - $107K
|
942
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
213+ 4.84% |
$81.4K - $104K
|
4.61K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
208+ 0.26% |
$79.4K - $102K
|
81.7K
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 17.21% |
$78.3K - $100K
|
1.4K
$479K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
203+ 12.56% |
$77.5K - $99.5K
|
1.82K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
200+ 4.0% |
$76.4K - $98K
|
5.2K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
198New |
$75.6K - $97K
|
198
$67.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
192+ 1.65% |
$73.3K - $94.1K
|
11.8K
$4.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
189+ 13.68% |
$72.2K - $92.6K
|
1.57K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
187+ 3.41% |
$71.4K - $91.6K
|
5.67K
$1.95M
|
|