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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
76New |
$32.1K - $39.6K
|
76
$26.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 46.58% |
$28.7K - $35.4K
|
214
$73.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
61+ 18.1% |
$25.7K - $31.8K
|
398
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
56+ 11.99% |
$23.6K - $29.2K
|
523
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
52+ 8.15% |
$21.9K - $27.1K
|
690
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
46+ 16.25% |
$19.4K - $24K
|
329
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
39+ 0.1% |
$16.5K - $20.3K
|
38.9K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35+ 2.18% |
$14.8K - $18.2K
|
1.64K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
32+ 0.69% |
$13.5K - $16.7K
|
4.7K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16New |
$6.75K - $8.33K
|
16
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
12+ 36.36% |
$5.06K - $6.25K
|
45
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5New |
$2.11K - $2.6K
|
5
$1.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
5New |
$2.11K - $2.6K
|
5
$1.72K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
5+ 0.26% |
$2.11K - $2.6K
|
1.91K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 10.2% |
$2.11K - $2.6K
|
54
$18.5K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4New |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4New |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3+ 150.0% |
$1.27K - $1.56K
|
5
$1.72K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3New |
$1.27K - $1.56K
|
3
$1.03K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$844 - $1.04K
|
2
$686
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$844 - $1.04K
|
2
$686
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$422 - $521
|
459
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
24.8KNew |
$11.5M - $13.1M
|
24.8K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15.7KNew |
$7.29M - $8.34M
|
15.7K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
15KNew |
$6.96M - $7.96M
|
15K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$3.31M - $3.78M
|
7.13K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.87KNew |
$2.72M - $3.11M
|
5.87K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.9K+ 11.18% |
$1.81M - $2.07M
|
38.8K
$13.3M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2.87KNew |
$1.33M - $1.52M
|
2.87K
$985K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.24KNew |
$1.04M - $1.19M
|
2.24K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.59KNew |
$737K - $843K
|
1.59K
$545K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.26K+ 9.13% |
$583K - $667K
|
15K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.24K+ 45.84% |
$576K - $659K
|
3.95K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.12KNew |
$519K - $593K
|
1.12K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
926New |
$430K - $491K
|
926
$318K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
900New |
$417K - $478K
|
900
$309K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810New |
$376K - $430K
|
810
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
716New |
$332K - $380K
|
716
$246K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
642+ 149.65% |
$298K - $341K
|
1.07K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
619New |
$287K - $329K
|
619
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
554New |
$257K - $294K
|
554
$190K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
551New |
$256K - $292K
|
551
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523New |
$243K - $278K
|
523
$179K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
522+ 118.91% |
$242K - $277K
|
961
$330K
|
|