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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6+ 0.31% |
$2.8K - $3.41K
|
1.97K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.46K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5+ 0.97% |
$2.33K - $2.84K
|
519
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.82% |
$2.33K - $2.84K
|
614
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.87K - $2.28K
|
4
$1.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.58% |
$1.87K - $2.28K
|
696
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 8.0% |
$1.87K - $2.28K
|
54
$26.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3+ 0.1% |
$1.4K - $1.71K
|
3.01K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.71K
|
1.94K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2+ 0.4% |
$933 - $1.14K
|
502
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.34% |
$933 - $1.14K
|
585
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$983
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$933 - $1.14K
|
1.46K
$718K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.45% |
$933 - $1.14K
|
443
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$983
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 4.26% |
$933 - $1.14K
|
49
$24.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$467 - $569
|
1
$492
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$467 - $569
|
1
$492
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$467 - $569
|
1.22K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$467 - $569
|
1
$492
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$467 - $569
|
1
$492
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.17% |
$467 - $569
|
582
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 8.33% |
$467 - $569
|
13
$6.39K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$467 - $569
|
2.55K
$1.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 3.45% |
$467 - $569
|
30
$14.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.12% |
$467 - $569
|
90
$44.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73.8KNew |
$33.1M - $38.4M
|
73.8K
$36.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
35KNew |
$15.7M - $18.2M
|
35K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
18.4KNew |
$8.26M - $9.57M
|
18.4K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
15KNew |
$6.73M - $7.8M
|
15K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.6K+ 1553.4% |
$6.55M - $7.59M
|
15.5K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.4KNew |
$5.12M - $5.93M
|
11.4K
$5.61M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.67K+ 8.96% |
$4.34M - $5.03M
|
118K
$57.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6KNew |
$2.69M - $3.12M
|
6K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
5.98KNew |
$2.68M - $3.11M
|
5.98K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.17KNew |
$2.32M - $2.69M
|
5.17K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
5KNew |
$2.24M - $2.6M
|
5K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.2KNew |
$1.88M - $2.18M
|
4.2K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.82KNew |
$1.72M - $1.99M
|
3.82K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.45KNew |
$1.55M - $1.79M
|
3.45K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.4KNew |
$1.53M - $1.77M
|
3.4K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.27KNew |
$1.47M - $1.7M
|
3.27K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
3.07K+ 16.48% |
$1.38M - $1.6M
|
21.7K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Freemont Management S.A.
|
BUY
|
- |
3KNew |
$1.35M - $1.56M
|
3K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.3KNew |
$1.03M - $1.19M
|
2.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.44KNew |
$646K - $748K
|
1.44K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.32KNew |
$594K - $688K
|
1.32K
$650K
|
|