Purchases and Sales Made in Q4 2025 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q4 2025. The information is specifically focused on institutions that hold shares of WATSCO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
113K+ 31.76% |
$38.9M - $47M
|
470K
$161M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
18.8K+ 1226.51% |
$6.46M - $7.81M
|
20.4K
$6.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
16.3K+ 41.46% |
$5.6M - $6.77M
|
55.7K
$19.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Caledonia Investments PLC
|
BUY
|
- |
13.5K+ 6.15% |
$4.63M - $5.6M
|
233K
$79.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.52K+ 167.68% |
$2.24M - $2.7M
|
10.4K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.53K+ 5.62% |
$1.21M - $1.46M
|
66.4K
$22.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.8K+ 11.71% |
$961K - $1.16M
|
26.7K
$9.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.32KNew |
$796K - $963K
|
2.32K
$796K
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.74KNew |
$597K - $722K
|
1.74K
$597K
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
1.67K+ 215.08% |
$573K - $692K
|
2.45K
$839K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.1K+ 14.0% |
$379K - $458K
|
8.99K
$3.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
919New |
$315K - $381K
|
919
$315K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
889New |
$305K - $369K
|
889
$305K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
706New |
$242K - $293K
|
706
$242K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
668New |
$229K - $277K
|
668
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
614New |
$211K - $255K
|
614
$211K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
413+ 5.91% |
$142K - $171K
|
7.41K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
231+ 1.46% |
$79.3K - $95.8K
|
16K
$5.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
216+ 27.14% |
$74.1K - $89.6K
|
1.01K
$347K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
211+ 18.64% |
$72.4K - $87.5K
|
1.34K
$461K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
175+ 1.35% |
$60K - $72.6K
|
13.2K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
171New |
$58.7K - $70.9K
|
171
$58.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
169+ 9.85% |
$58K - $70.1K
|
1.88K
$646K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
125+ 0.5% |
$42.9K - $51.9K
|
25.2K
$8.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
84+ 3.18% |
$28.8K - $34.9K
|
2.73K
$936K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
67New |
$23K - $27.8K
|
67
$23K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
62+ 10.4% |
$21.3K - $25.7K
|
658
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
58+ 0.55% |
$19.9K - $24.1K
|
10.6K
$3.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
53+ 0.21% |
$18.2K - $22K
|
24.9K
$8.56M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
46+ 7.09% |
$15.8K - $19.1K
|
695
$238K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$8.58K - $10.4K
|
25
$8.58K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 19.17% |
$7.89K - $9.54K
|
143
$49.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18New |
$6.18K - $7.47K
|
18
$6.18K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
14+ 26.42% |
$4.8K - $5.81K
|
67
$23K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 1.58% |
$3.77K - $4.56K
|
709
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$3.09K - $3.73K
|
9
$3.09K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 500.0% |
$1.72K - $2.07K
|
6
$2.06K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 10.26% |
$1.37K - $1.66K
|
43
$14.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3New |
$1.03K - $1.24K
|
3
$1.03K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$686 - $830
|
2
$686
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 6.9% |
$686 - $830
|
31
$10.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$343 - $415
|
1.17K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$343 - $415
|
5
$1.72K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 1.52% |
$343 - $415
|
65
$22.3K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 60.0% |
$1.03K - $1.24K
|
2
$686
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3- 5.45% |
$1.03K - $1.24K
|
52
$17.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 7.89% |
$1.03K - $1.24K
|
35
$12K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 50.0% |
$2.06K - $2.49K
|
6
$2.06K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.61% |
$2.74K - $3.32K
|
1.3K
$447K
|
|