Moneta Group Investment Advisors LLC Watsco Inc Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Watsco Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,293 shares of WSO stock, worth $622,372. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,293
Previous 1,260
2.62%
Holding current value
$622,372
Previous $475,000
16.63%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding WSO
# of Institutions
788Shares Held
32.8MCall Options Held
169KPut Options Held
152K-
Black Rock Inc. New York, NY3.66MShares$1.76 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.41MShares$1.64 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.69MShares$811 Million1.73% of portfolio
-
Baillie Gifford & CO1.46MShares$702 Million0.5% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.24MShares$598 Million0.12% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $16B
- Description
- Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other ...