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 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4Closed |
$902 - $1.04K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1Closed |
$226 - $261
|
0
$0
|
|
Q4 2020 | |||||||
Jan 19, 2021
Q4 2020
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-57.1KClosed |
$12.4M - $13.8M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-862Closed |
$188K - $209K
|
0
$0
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31Closed |
$6.76K - $7.5K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-31Closed |
$6.76K - $7.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18- 21.95% |
$3.92K - $4.36K
|
64
$30.2K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-11Closed |
$2.4K - $2.66K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11Closed |
$2.4K - $2.66K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
$1.53K - $1.69K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 19, 2020
Q3 2020
|
Scharf Investments, LLC
|
SELL
|
- |
-65.4KClosed |
$11.6M - $16.3M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.9KClosed |
$4.43M - $6.19M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.15KClosed |
$917K - $1.28M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-1.92KClosed |
$342K - $477K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-853Closed |
$152K - $212K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Altshuler Shaham LTD
|
SELL
|
- |
-717Closed |
$128K - $178K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-119Closed |
$21.2K - $29.6K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 36.84% |
$6.23K - $8.7K
|
60
$28.3K
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-19Closed |
$3.38K - $4.72K
|
0
$0
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-11Closed |
$1.96K - $2.74K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-9Closed |
$1.6K - $2.24K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$534 - $746
|
0
$0
|
|
Q2 2020 | |||||||
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.13KClosed |
$892K - $1.11M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.81KClosed |
$554K - $692K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.03KClosed |
$296K - $369K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-400Closed |
$58.2K - $72.6K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-130- 57.02% |
$18.9K - $23.6K
|
98
$46.3K
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-106Closed |
$15.4K - $19.2K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13Closed |
$1.89K - $2.36K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Arlington Partners LLC
|
SELL
|
- |
-8Closed |
$1.16K - $1.45K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$145 - $182
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-729KClosed |
$101M - $133M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-271KClosed |
$37.5M - $49.5M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-7.21KClosed |
$997K - $1.32M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.4KClosed |
$471K - $622K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.56KClosed |
$215K - $285K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.26KClosed |
$174K - $230K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.18KClosed |
$163K - $216K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.12KClosed |
$155K - $204K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.94K - $2.56K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14Closed |
$1.94K - $2.56K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-9Closed |
$1.25K - $1.65K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 33.33% |
$1.25K - $1.65K
|
18
$8.5K
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8Closed |
$1.11K - $1.46K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1Closed |
$138 - $183
|
0
$0
|
|
Q4 2019 | |||||||
Jan 14, 2020
Q4 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.73KClosed |
$1.56M - $1.77M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-6.33KClosed |
$1.01M - $1.15M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-2.72KClosed |
$436K - $495K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-2.1KClosed |
$337K - $382K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-2.1KClosed |
$337K - $382K
|
0
$0
|