Monte Financial Group, LLC Watsco Inc Transaction History
Monte Financial Group, LLC
- $270 Million
- Q3 2025
A detailed history of Monte Financial Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Monte Financial Group, LLC holds 10,259 shares of WSO stock, worth $3.78 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
10,259
Previous 10,083
1.75%
Holding current value
$3.78 Million
Previous $4.45 Million
6.85%
% of portfolio
1.54%
Previous 1.75%
Shares
12 transactions
Others Institutions Holding WSO
# of Institutions
886Shares Held
32.8MCall Options Held
63KPut Options Held
44.1K-
Black Rock Inc. New York, NY3.76MShares$1.38 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.31 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.53MShares$564 Million1.7% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.49MShares$547 Million0.12% of portfolio
-
State Street Corp Boston, MA1.22MShares$450 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $12.2B
- 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 ...