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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 28.57% |
$2.53K - $3.12K
|
15
$5.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.18% |
$2.53K - $3.12K
|
3.4K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-4- 50.0% |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3- 0.49% |
$1.27K - $1.56K
|
609
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$1.27K - $1.56K
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 11.76% |
$844 - $1.04K
|
15
$5.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 50.0% |
$844 - $1.04K
|
2
$686
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.19% |
$422 - $521
|
530
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 1.96% |
$422 - $521
|
50
$17.2K
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Regents Gate Capital LLP
London, X0 |
SELL
|
- |
-16.3K- 91.03% |
$7.55M - $8.64M
|
1.61K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.98K- 73.86% |
$2.77M - $3.17M
|
2.12K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-5.6K- 78.87% |
$2.6M - $2.97M
|
1.5K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5K- 0.78% |
$2.32M - $2.65M
|
634K
$218M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.76K- 38.67% |
$1.28M - $1.46M
|
4.37K
$1.5M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.75K- 85.88% |
$1.27M - $1.46M
|
452
$155K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 61.78% |
$528K - $604K
|
704
$242K
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-703- 26.86% |
$326K - $373K
|
1.91K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 19.32% |
$322K - $368K
|
2.9K
$995K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-613- 41.2% |
$284K - $325K
|
875
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-315- 19.44% |
$146K - $167K
|
1.31K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-199- 14.03% |
$92.3K - $106K
|
1.22K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-189- 2.65% |
$87.7K - $100K
|
6.94K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-159- 22.39% |
$73.8K - $84.4K
|
551
$189K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-158- 23.41% |
$73.3K - $83.9K
|
517
$177K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-115- 93.5% |
$53.3K - $61K
|
8
$2.74K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-114- 19.42% |
$52.9K - $60.5K
|
473
$162K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-85- 2.07% |
$39.4K - $45.1K
|
4.02K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-80- 15.84% |
$37.1K - $42.5K
|
425
$146K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-75- 8.47% |
$34.8K - $39.8K
|
810
$278K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 4.78% |
$34.8K - $39.8K
|
1.49K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-69- 2.26% |
$32K - $36.6K
|
2.99K
$1.03M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-42- 9.03% |
$19.5K - $22.3K
|
423
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-40- 7.58% |
$18.6K - $21.2K
|
488
$167K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37- 0.63% |
$17.2K - $19.6K
|
5.88K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 1.57% |
$13.9K - $15.9K
|
1.88K
$646K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-24- 4.14% |
$11.1K - $12.7K
|
556
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 5.57% |
$11.1K - $12.7K
|
407
$140K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 2.37% |
$8.35K - $9.55K
|
742
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-16- 2.05% |
$7.42K - $8.49K
|
766
$263K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13- 1.08% |
$6.03K - $6.9K
|
1.19K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 29.27% |
$5.57K - $6.37K
|
29
$9.95K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10- 2.17% |
$4.64K - $5.31K
|
451
$155K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.76% |
$4.64K - $5.31K
|
1.3K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10- 2.2% |
$4.64K - $5.31K
|
445
$153K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 18.75% |
$2.78K - $3.18K
|
26
$8.92K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 12.82% |
$2.32K - $2.65K
|
34
$11.7K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-4Closed |
$1.86K - $2.12K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.46% |
$1.86K - $2.12K
|
861
$295K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.4% |
$928 - $1.06K
|
500
$172K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.51% |
$464 - $531
|
194
$66.6K
|
|