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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-278- 27.07% |
$125K - $145K
|
749
$354K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-271- 9.45% |
$122K - $141K
|
2.6K
$1.23M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-262- 91.61% |
$118K - $136K
|
24
$11.3K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-247- 41.37% |
$111K - $128K
|
350
$165K
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-230- 0.86% |
$103K - $120K
|
26.5K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-208- 25.71% |
$93.3K - $108K
|
601
$284K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-184- 27.14% |
$82.6K - $95.7K
|
494
$233K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-166- 5.43% |
$74.5K - $86.3K
|
2.89K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-165- 1.0% |
$74K - $85.8K
|
16.4K
$7.72M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-144- 5.95% |
$64.6K - $74.9K
|
2.28K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-133- 2.11% |
$59.7K - $69.1K
|
6.16K
$2.91M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116- 18.99% |
$52.1K - $60.3K
|
495
$234K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 3.03% |
$44.9K - $52K
|
3.2K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-98- 11.53% |
$44K - $50.9K
|
752
$355K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-97- 22.4% |
$43.5K - $50.4K
|
336
$159K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-89- 13.53% |
$39.9K - $46.3K
|
569
$269K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-88- 10.56% |
$39.5K - $45.8K
|
745
$352K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-86- 2.02% |
$38.6K - $44.7K
|
4.17K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-84- 0.77% |
$37.7K - $43.7K
|
10.8K
$5.12M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 8.46% |
$33.7K - $39K
|
812
$383K
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-74- 2.85% |
$33.2K - $38.5K
|
2.52K
$1.19M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-73- 5.14% |
$32.8K - $38K
|
1.35K
$635K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-69- 1.26% |
$31K - $35.9K
|
5.4K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56- 5.0% |
$25.1K - $29.1K
|
1.06K
$502K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50- 10.1% |
$22.4K - $26K
|
445
$210K
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 2.16% |
$22.4K - $26K
|
2.26K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-50- 7.99% |
$22.4K - $26K
|
576
$272K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-50- 28.9% |
$22.4K - $26K
|
123
$58.1K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 13.7% |
$22.4K - $26K
|
315
$149K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47- 10.0% |
$21.1K - $24.4K
|
423
$200K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45- 1.52% |
$20.2K - $23.4K
|
2.92K
$1.38M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 1.29% |
$17.1K - $19.8K
|
2.92K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-36- 2.46% |
$16.2K - $18.7K
|
1.43K
$673K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-35- 6.9% |
$15.7K - $18.2K
|
472
$223K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-35- 18.92% |
$15.7K - $18.2K
|
150
$70.8K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-34- 2.11% |
$15.3K - $17.7K
|
1.58K
$745K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 1.65% |
$14.8K - $17.2K
|
1.96K
$927K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-33- 1.02% |
$14.8K - $17.2K
|
3.21K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-31- 7.71% |
$13.9K - $16.1K
|
371
$175K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-30- 6.1% |
$13.5K - $15.6K
|
462
$218K
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-29- 0.15% |
$13K - $15.1K
|
19.2K
$9.04M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-27- 5.53% |
$12.1K - $14K
|
461
$218K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 1.22% |
$12.1K - $14K
|
2.18K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25- 4.45% |
$11.2K - $13K
|
537
$253K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 92.31% |
$10.8K - $12.5K
|
2
$944
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-19- 0.13% |
$8.53K - $9.88K
|
15K
$7.06M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-19- 1.11% |
$8.53K - $9.88K
|
1.7K
$801K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-18- 1.41% |
$8.08K - $9.36K
|
1.26K
$593K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 2.38% |
$8.08K - $9.36K
|
738
$348K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-17- 65.38% |
$7.63K - $8.84K
|
9
$4.25K
|