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 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 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
|
|
|
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
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 2.86% |
$17.6K - $22.5K
|
1.65K
$568K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
44+ 5.21% |
$16.8K - $21.6K
|
888
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
43+ 0.96% |
$16.4K - $21.1K
|
4.51K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
43+ 14.98% |
$16.4K - $21.1K
|
330
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 4.18% |
$14.5K - $18.6K
|
948
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
36+ 4.68% |
$13.7K - $17.6K
|
805
$276K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34+ 6.0% |
$13K - $16.7K
|
601
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
32New |
$12.2K - $15.7K
|
32
$11K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 7.08% |
$11.5K - $14.7K
|
454
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.14% |
$11.1K - $14.2K
|
2.57K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.09% |
$10.7K - $13.7K
|
2.59K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26+ 1.24% |
$9.93K - $12.7K
|
2.12K
$728K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
23New |
$8.78K - $11.3K
|
23
$7.89K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
21+ 8.64% |
$8.02K - $10.3K
|
264
$90.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 47.62% |
$7.64K - $9.8K
|
62
$21.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18+ 4.75% |
$6.87K - $8.82K
|
397
$136K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
17New |
$6.49K - $8.33K
|
17
$5.83K
|
|
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
16+ 0.34% |
$6.11K - $7.84K
|
4.72K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
16New |
$6.11K - $7.84K
|
16
$5.49K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16+ 1.25% |
$6.11K - $7.84K
|
1.3K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 25.45% |
$5.35K - $6.86K
|
69
$23.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 1.49% |
$5.35K - $6.86K
|
954
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13New |
$4.97K - $6.37K
|
13
$4.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12New |
$4.58K - $5.88K
|
12
$4.12K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 1.54% |
$4.58K - $5.88K
|
789
$271K
|
|