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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-27- 2.3% |
$6.44K - $7.65K
|
1.15K
$394K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.8KClosed |
$3.8M - $4.81M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-4.21K- 5.61% |
$1.01M - $1.28M
|
70.7K
$24.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-994- 19.88% |
$240K - $303K
|
4.01K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-919- 37.36% |
$221K - $280K
|
1.54K
$529K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-900- 32.49% |
$217K - $275K
|
1.87K
$642K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-415- 7.33% |
$100K - $127K
|
5.24K
$1.8M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$6.86K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$6.86K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15- 11.54% |
$3.61K - $4.58K
|
115
$39.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 80.0% |
$2.89K - $3.66K
|
3
$1.03K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-21.4KClosed |
$4.86M - $6.55M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-11.8KClosed |
$2.69M - $3.62M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.89KClosed |
$1.79M - $2.41M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.02KClosed |
$232K - $312K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.02K- 23.36% |
$231K - $311K
|
3.34K
$1.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 9.22% |
$227K - $306K
|
9.85K
$3.38M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-939Closed |
$213K - $287K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-740Closed |
$168K - $226K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-684Closed |
$155K - $209K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-179Closed |
$40.6K - $54.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-162Closed |
$36.8K - $49.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-101Closed |
$22.9K - $30.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-73- 91.25% |
$16.6K - $22.3K
|
7
$2.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-65Closed |
$14.8K - $19.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-54- 43.55% |
$12.3K - $16.5K
|
70
$24K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 26.6% |
$5.67K - $7.64K
|
69
$23.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 66.67% |
$4.54K - $6.11K
|
10
$3.43K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12Closed |
$2.72K - $3.67K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-10Closed |
$2.27K - $3.06K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8Closed |
$1.82K - $2.44K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$1.59K - $2.14K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$6.52K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-26.4KClosed |
$6.77M - $8.22M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-22.7KClosed |
$5.82M - $7.07M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-22.3KClosed |
$5.71M - $6.93M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-11.4KClosed |
$2.93M - $3.55M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$2.56M - $3.11M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$506K - $615K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.94KClosed |
$498K - $605K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.1K- 18.03% |
$282K - $342K
|
5K
$1.72M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.09KClosed |
$280K - $340K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.08KClosed |
$276K - $335K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-791Closed |
$203K - $246K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-743Closed |
$190K - $231K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-726Closed |
$186K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-433Closed |
$111K - $135K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-179Closed |
$45.9K - $55.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-58Closed |
$14.9K - $18.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-54- 84.38% |
$13.8K - $16.8K
|
10
$3.43K
|
|