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 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
26+ 0.53% |
$12.1K - $14.8K
|
4.93K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26New |
$12.1K - $14.8K
|
26
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$11.7K - $14.2K
|
25
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 6.88% |
$11.2K - $13.7K
|
373
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
23+ 255.56% |
$10.7K - $13.1K
|
32
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
23+ 1.19% |
$10.7K - $13.1K
|
1.95K
$958K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.3% |
$10.7K - $13.1K
|
7.74K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
23+ 0.3% |
$10.7K - $13.1K
|
7.69K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
23+ 1.38% |
$10.7K - $13.1K
|
1.69K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 3.01% |
$10.3K - $12.5K
|
754
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 1.79% |
$9.8K - $11.9K
|
1.2K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
21+ 3.15% |
$9.8K - $11.9K
|
687
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
20New |
$9.33K - $11.4K
|
20
$9.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20+ 1.72% |
$9.33K - $11.4K
|
1.19K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
19+ 0.7% |
$8.86K - $10.8K
|
2.73K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19+ 2.32% |
$8.86K - $10.8K
|
838
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19+ 7.34% |
$8.86K - $10.8K
|
278
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
18New |
$8.4K - $10.2K
|
18
$8.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 5.06% |
$7.93K - $9.67K
|
353
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$7.47K - $9.1K
|
17
$8.36K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$7.47K - $9.1K
|
16
$7.86K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 16.33% |
$7.47K - $9.1K
|
114
$56K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 13.04% |
$7K - $8.53K
|
130
$63.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 75.0% |
$7K - $8.53K
|
35
$17.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$6.53K - $7.96K
|
14
$6.88K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14+ 0.44% |
$6.53K - $7.96K
|
3.21K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
13+ 0.07% |
$6.07K - $7.39K
|
17.5K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 1.91% |
$5.6K - $6.83K
|
640
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 1.18% |
$5.6K - $6.83K
|
1.03K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 2.92% |
$5.6K - $6.83K
|
423
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 73.33% |
$5.13K - $6.26K
|
26
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 1.49% |
$5.13K - $6.26K
|
749
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 34.38% |
$5.13K - $6.26K
|
43
$21.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10New |
$4.67K - $5.69K
|
10
$4.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10+ 0.94% |
$4.67K - $5.69K
|
1.07K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.82% |
$4.67K - $5.69K
|
272
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 1.5% |
$4.2K - $5.12K
|
610
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9+ 1.16% |
$4.2K - $5.12K
|
782
$384K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$3.73K - $4.55K
|
8
$3.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 32.0% |
$3.73K - $4.55K
|
33
$16.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8+ 0.52% |
$3.73K - $4.55K
|
1.55K
$762K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.05% |
$3.73K - $4.55K
|
16.2K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
7+ 1.47% |
$3.27K - $3.98K
|
484
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7+ 0.92% |
$3.27K - $3.98K
|
769
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.58% |
$3.27K - $3.98K
|
1.21K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$3.27K - $3.98K
|
7
$3.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.28% |
$2.8K - $3.41K
|
2.19K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6+ 0.03% |
$2.8K - $3.41K
|
19.2K
$9.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.95K
|