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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 8.61% |
$68.7K - $88.2K
|
2.27K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
176+ 1.75% |
$67.2K - $86.2K
|
10.3K
$3.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
172+ 45.5% |
$65.7K - $84.3K
|
550
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
171+ 3.24% |
$65.3K - $83.8K
|
5.46K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
155+ 0.62% |
$59.2K - $75.9K
|
25.1K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
152New |
$58.1K - $74.5K
|
152
$52.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
151+ 5.19% |
$57.7K - $74K
|
3.06K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
148New |
$56.5K - $72.5K
|
148
$50.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
147+ 38.08% |
$56.1K - $72K
|
533
$183K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
145+ 14.59% |
$55.4K - $71K
|
1.14K
$391K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
144+ 23.96% |
$55K - $70.6K
|
745
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
140+ 5.83% |
$53.5K - $68.6K
|
2.54K
$872K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
140New |
$53.5K - $68.6K
|
140
$48K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
133+ 0.42% |
$50.8K - $65.2K
|
31.8K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133+ 1.04% |
$50.8K - $65.2K
|
13K
$4.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$45.8K - $58.8K
|
120
$41.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
119+ 1.98% |
$45.5K - $58.3K
|
6.14K
$2.11M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
110+ 0.96% |
$42K - $53.9K
|
11.5K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109+ 151.39% |
$41.6K - $53.4K
|
181
$62.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106+ 13.43% |
$40.5K - $51.9K
|
895
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
106+ 18.28% |
$40.5K - $51.9K
|
686
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
105+ 16.36% |
$40.1K - $51.4K
|
747
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
105+ 10.61% |
$40.1K - $51.4K
|
1.1K
$376K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104+ 0.66% |
$39.7K - $51K
|
16K
$5.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
104+ 2.73% |
$39.7K - $51K
|
3.92K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 19.43% |
$39.3K - $50.5K
|
633
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
101+ 21.4% |
$38.6K - $49.5K
|
573
$197K
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
100New |
$38.2K - $49K
|
100
$34.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
100+ 12.5% |
$38.2K - $49K
|
900
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 86.61% |
$37K - $47.5K
|
209
$71.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
95+ 14.16% |
$36.3K - $46.5K
|
766
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
92New |
$35.1K - $45.1K
|
92
$31.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
90+ 0.88% |
$34.4K - $44.1K
|
10.3K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
87+ 17.94% |
$33.2K - $42.6K
|
572
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
85+ 4.43% |
$32.5K - $41.6K
|
2K
$687K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
82+ 0.71% |
$31.3K - $40.2K
|
11.7K
$4M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
81+ 27.18% |
$30.9K - $39.7K
|
379
$130K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 8.34% |
$30.9K - $39.7K
|
1.05K
$361K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
78+ 1.3% |
$29.8K - $38.2K
|
6.07K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
75+ 150.0% |
$28.6K - $36.7K
|
125
$42.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
71+ 2.36% |
$27.1K - $34.8K
|
3.09K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71+ 2366.67% |
$27.1K - $34.8K
|
74
$25.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
67New |
$25.6K - $32.8K
|
67
$23K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
57New |
$21.8K - $27.9K
|
57
$19.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
51New |
$19.5K - $25K
|
51
$17.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 10.52% |
$19.5K - $25K
|
536
$184K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
51+ 0.39% |
$19.5K - $25K
|
13.1K
$4.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50+ 16.67% |
$19.1K - $24.5K
|
350
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
48New |
$18.3K - $23.5K
|
48
$16.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
48+ 7.07% |
$18.3K - $23.5K
|
727
$249K
|
|