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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.32% |
$2.67K - $3.43K
|
2.21K
$757K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.54% |
$2.67K - $3.43K
|
1.31K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$2.29K - $2.94K
|
6
$2.06K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.04% |
$2.29K - $2.94K
|
16.1K
$5.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 4.48% |
$2.29K - $2.94K
|
140
$48K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 133.33% |
$1.53K - $1.96K
|
7
$2.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4New |
$1.53K - $1.96K
|
4
$1.37K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4+ 0.74% |
$1.53K - $1.96K
|
546
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
4New |
$1.53K - $1.96K
|
4
$1.37K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.29% |
$1.15K - $1.47K
|
1.03K
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 2.83% |
$1.15K - $1.47K
|
109
$37.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 100.0% |
$764 - $980
|
4
$1.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.14% |
$764 - $980
|
1.48K
$509K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2+ 3.85% |
$764 - $980
|
54
$18.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.28% |
$764 - $980
|
725
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.84% |
$764 - $980
|
240
$82.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.63% |
$382 - $490
|
39
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.16% |
$382 - $490
|
608
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 3.45% |
$382 - $490
|
30
$10.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 1.54% |
$382 - $490
|
66
$22.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 50.0% |
$382 - $490
|
3
$1.03K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 1.79% |
$382 - $490
|
57
$19.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 16.67% |
$382 - $490
|
7
$2.4K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$382 - $490
|
5
$1.72K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 3.57% |
$382 - $490
|
29
$9.95K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.39% |
$382 - $490
|
256
$87.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$382 - $490
|
2
$686
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.49% |
$382 - $490
|
68
$23.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
57.3KNew |
$24.2M - $29.8M
|
57.3K
$19.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
54K+ 81.82% |
$22.8M - $28.1M
|
120K
$41.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
48.9K+ 44062.16% |
$20.6M - $25.5M
|
49K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.6KNew |
$9.54M - $11.8M
|
22.6K
$7.76M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 8.06% |
$7.8M - $9.63M
|
248K
$85.1M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
12.2KNew |
$5.16M - $6.37M
|
12.2K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$4.91M - $6.06M
|
11.6K
$3.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
10.6K+ 178.6% |
$4.45M - $5.5M
|
16.5K
$5.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.95KNew |
$3.78M - $4.66M
|
8.95K
$3.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.2K+ 11.88% |
$3.04M - $3.75M
|
67.8K
$23.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7KNew |
$2.95M - $3.64M
|
7K
$2.4M
|
|