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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 10.59% |
$40.1K - $48.9K
|
898
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
84+ 7.59% |
$39.2K - $47.8K
|
1.19K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
82+ 2.55% |
$38.3K - $46.6K
|
3.3K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
80+ 0.09% |
$37.3K - $45.5K
|
88.9K
$43.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
79+ 0.38% |
$36.9K - $44.9K
|
20.8K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
76New |
$35.5K - $43.2K
|
76
$37.4K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
75+ 2.5% |
$35K - $42.7K
|
3.07K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
73+ 1.36% |
$34.1K - $41.5K
|
5.45K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
73+ 9.19% |
$34.1K - $41.5K
|
867
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
65New |
$30.3K - $37K
|
65
$31.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 76.19% |
$29.9K - $36.4K
|
148
$72.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
62+ 0.6% |
$28.9K - $35.3K
|
10.4K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 1.73% |
$28.9K - $35.3K
|
3.65K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$26.1K - $31.9K
|
56
$27.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
56+ 0.37% |
$26.1K - $31.9K
|
15.1K
$7.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
55+ 0.61% |
$25.7K - $31.3K
|
9.14K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54+ 8.71% |
$25.2K - $30.7K
|
674
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
53+ 0.21% |
$24.7K - $30.1K
|
25.8K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 8.53% |
$24.7K - $30.1K
|
674
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 12.93% |
$24.7K - $30.1K
|
463
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
52+ 0.78% |
$24.3K - $29.6K
|
6.74K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
52+ 8.4% |
$24.3K - $29.6K
|
671
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
51+ 4.6% |
$23.8K - $29K
|
1.16K
$570K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 2.46% |
$23.3K - $28.4K
|
2.08K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
50+ 8.17% |
$23.3K - $28.4K
|
662
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
49+ 4.14% |
$22.9K - $27.9K
|
1.23K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
49+ 0.37% |
$22.9K - $27.9K
|
13.2K
$6.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
48+ 0.94% |
$22.4K - $27.3K
|
5.18K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$21.9K - $26.7K
|
47
$23.1K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 5.36% |
$20.5K - $25K
|
865
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 13.03% |
$20.1K - $24.5K
|
373
$183K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 8.76% |
$20.1K - $24.5K
|
534
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
41+ 9.51% |
$19.1K - $23.3K
|
472
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
40New |
$18.7K - $22.8K
|
40
$19.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.86% |
$18.2K - $22.2K
|
4.58K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38New |
$17.7K - $21.6K
|
38
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
37New |
$17.3K - $21K
|
37
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37+ 1.8% |
$17.3K - $21K
|
2.09K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36+ 4.15% |
$16.8K - $20.5K
|
904
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 30.43% |
$16.3K - $19.9K
|
150
$73.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$15.9K - $19.3K
|
34
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
34+ 3.09% |
$15.9K - $19.3K
|
1.13K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
32New |
$14.9K - $18.2K
|
32
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32+ 6.25% |
$14.9K - $18.2K
|
544
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
31+ 7.14% |
$14.5K - $17.6K
|
465
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
30+ 1.12% |
$14K - $17.1K
|
2.72K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 8.25% |
$12.1K - $14.8K
|
341
$168K
|