Latest Institutional Sells of Watsco Inc (WSO)
This list provides information on the latest institutional transactions involving Watsco Inc (WSO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36Closed |
$9.23K - $11.2K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-20Closed |
$5.13K - $6.23K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5Closed |
$1.28K - $1.56K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-229KClosed |
$61.1M - $72.2M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-3.3KClosed |
$883K - $1.04M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.08KClosed |
$824K - $973K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.75KClosed |
$468K - $554K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1.3KClosed |
$348K - $411K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-912Closed |
$244K - $288K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-142Closed |
$38K - $44.9K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100Closed |
$26.7K - $31.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-39Closed |
$10.4K - $12.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-32Closed |
$8.56K - $10.1K
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-28Closed |
$7.49K - $8.85K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-28Closed |
$7.49K - $8.85K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-17Closed |
$4.55K - $5.37K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-15Closed |
$4.01K - $4.74K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$267 - $316
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-20KClosed |
$5.29M - $5.91M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.79KClosed |
$2.06M - $2.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-5.49KClosed |
$1.45M - $1.62M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.24KClosed |
$592K - $661K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.44KClosed |
$380K - $425K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-979Closed |
$259K - $289K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-582Closed |
$154K - $172K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-481Closed |
$127K - $142K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-126Closed |
$33.3K - $37.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-118Closed |
$31.2K - $34.9K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 74.82% |
$27.5K - $30.7K
|
35
$17.6K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-71Closed |
$18.8K - $21K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49Closed |
$13K - $14.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-11Closed |
$2.91K - $3.25K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-4Closed |
$1.06K - $1.18K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$529 - $591
|
0
$0
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-7.37KClosed |
$1.97M - $2.25M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-6.8KClosed |
$1.82M - $2.08M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.11KClosed |
$1.1M - $1.25M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$359K - $411K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-793Closed |
$212K - $242K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-450Closed |
$120K - $137K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-346Closed |
$92.5K - $106K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-170Closed |
$45.4K - $51.9K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-36Closed |
$9.62K - $11K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-26Closed |
$6.95K - $7.94K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 3.7% |
$6.41K - $7.33K
|
624
$313K
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$6.15K - $7.02K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-21Closed |
$5.61K - $6.41K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-21Closed |
$5.61K - $6.41K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$3.95M - $4.57M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.6KClosed |
$2.16M - $2.5M
|
0
$0
|