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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 85.71% |
$2.38K - $2.95K
|
1
$472
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 17.14% |
$2.38K - $2.95K
|
29
$13.7K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 19.23% |
$1.98K - $2.46K
|
21
$9.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 80.0% |
$1.59K - $1.96K
|
1
$472
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1- 0.16% |
$397 - $491
|
639
$302K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-110K- 84.62% |
$41.6M - $48.3M
|
20K
$9.44M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 85.76% |
$9.8M - $11.4M
|
4.31K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 96.0% |
$4.75M - $5.52M
|
524
$247K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.44K- 93.6% |
$2.43M - $2.83M
|
440
$208K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.32K- 9.43% |
$1.63M - $1.9M
|
41.5K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.3K- 52.0% |
$491K - $571K
|
1.2K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-894- 37.98% |
$338K - $393K
|
1.46K
$689K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-759- 35.94% |
$287K - $334K
|
1.35K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-727- 51.78% |
$275K - $320K
|
677
$320K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-677- 17.83% |
$256K - $298K
|
3.12K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-675- 19.6% |
$255K - $297K
|
2.77K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-670- 56.4% |
$253K - $294K
|
518
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-489- 34.17% |
$185K - $215K
|
942
$445K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-250- 32.13% |
$94.5K - $110K
|
528
$249K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-215- 15.17% |
$81.3K - $94.5K
|
1.2K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-129- 13.92% |
$48.8K - $56.7K
|
798
$377K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-119- 22.12% |
$45K - $52.3K
|
419
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-98- 37.55% |
$37K - $43.1K
|
163
$76.9K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-75- 3.46% |
$28.3K - $33K
|
2.09K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51- 9.86% |
$19.3K - $22.4K
|
466
$220K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 3.45% |
$7.56K - $8.79K
|
559
$264K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.65% |
$7.18K - $8.35K
|
2.9K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 3.47% |
$6.8K - $7.91K
|
501
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 63.64% |
$2.65K - $3.08K
|
4
$1.89K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.67KClosed |
$570K - $718K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-252- 6.31% |
$85.8K - $108K
|
3.74K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-184- 2.57% |
$62.7K - $78.9K
|
6.97K
$3.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-158- 7.19% |
$53.8K - $67.8K
|
2.04K
$963K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-114- 18.94% |
$38.8K - $48.9K
|
488
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-113- 7.55% |
$38.5K - $48.5K
|
1.38K
$653K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-91- 98.91% |
$31K - $39K
|
1
$472
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-11- 1.68% |
$3.75K - $4.72K
|
642
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 1.58% |
$3.41K - $4.29K
|
621
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.7% |
$341 - $429
|
26
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.68% |
$341 - $429
|
147
$69.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
SELL
|
PUT |
-150K- 40.0% |
$51.2M - $57.1M
|
225K
$106M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-925- 62.93% |
$315K - $352K
|
545
$257K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500Closed |
$171K - $190K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-359- 15.55% |
$122K - $137K
|
1.95K
$920K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-249- 59.0% |
$84.9K - $94.7K
|
173
$81.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-119- 12.67% |
$40.6K - $45.3K
|
820
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-32- 2.32% |
$10.9K - $12.2K
|
1.35K
$637K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 95.24% |
$6.82K - $7.61K
|
1
$472
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15- 2.54% |
$5.12K - $5.71K
|
575
$271K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 26.67% |
$1.36K - $1.52K
|
11
$5.19K
|
|