Watsco Inc WSO
We take great care to ensure that the data presented and summarized in this overview for WATSCO INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WSO
View all-
Black Rock Inc. New York, NY3.66MShares$1.75 Billion0.04% of portfolio
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Vanguard Group Inc Valley Forge, PA3.41MShares$1.63 Billion0.03% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.69MShares$805 Million1.73% of portfolio
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Baillie Gifford & CO1.46MShares$697 Million0.5% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.24MShares$593 Million0.12% of portfolio
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State Street Corp Boston, MA1.17MShares$558 Million0.02% of portfolio
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Blair William & CO Chicago, IL792KShares$378 Million1.09% of portfolio
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Capital World Investors Los Angeles, CA739KShares$353 Million0.05% of portfolio
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Wellington Management Group LLP Boston, MA645KShares$308 Million0.05% of portfolio
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Neuberger Berman Group LLC New York, NY614KShares$293 Million0.22% of portfolio
Latest Institutional Activity in WSO
Top Purchases
Top Sells
About WSO
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 specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.
Insider Transactions at WSO
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
May 10
2024
|
Barry S Logan Executive Vice President |
SELL
Open market or private sale
|
Indirect |
774
-30.42%
|
$366,102
$473.85 P/Share
|
May 09
2024
|
John Alexander Macdonald Director |
SELL
Open market or private sale
|
Direct |
5,334
-90.0%
|
$2,485,644
$466.95 P/Share
|
May 09
2024
|
John Alexander Macdonald Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,334
+100.0%
|
$918,808
$212.95 P/Share
|
May 06
2024
|
Denise Dickins Director |
SELL
Payment of exercise price or tax liability
|
Direct |
3,061
-34.01%
|
$1,444,792
$472.35 P/Share
|
May 06
2024
|
Denise Dickins Director |
BUY
Exercise of conversion of derivative security
|
Direct |
9,000
+100.0%
|
$1,440,000
$160.69 P/Share
|
Mar 11
2024
|
Ana M Menendez CFO / Treasurer |
BUY
Other acquisition or disposition
|
Indirect |
19
+1.23%
|
$8,132
$428.47 P/Share
|
Mar 11
2024
|
Albert H Nahmad Chairman and CEO |
BUY
Other acquisition or disposition
|
Indirect |
19
+27.94%
|
$8,132
$428.47 P/Share
|
Mar 11
2024
|
Aaron J Nahmad President |
BUY
Other acquisition or disposition
|
Indirect |
19
+3.78%
|
$8,132
$428.47 P/Share
|
Mar 11
2024
|
Barry S Logan Executive Vice President |
BUY
Other acquisition or disposition
|
Indirect |
18
+0.7%
|
$7,704
$428.47 P/Share
|
Feb 26
2024
|
Denise Dickins Director |
SELL
Bona fide gift
|
Direct |
202
-1.44%
|
-
|
Dec 12
2023
|
Cesar L Alvarez Director |
SELL
Open market or private sale
|
Direct |
5,000
-100.0%
|
$2,060,000
$412.34 P/Share
|
Dec 12
2023
|
Cesar L Alvarez Director |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+100.0%
|
$800,000
$160.69 P/Share
|
Jun 06
2023
|
John Michael Custer Director |
SELL
Payment of exercise price or tax liability
|
Direct |
1,257
-75.4%
|
$433,665
$345.02 P/Share
|
Jun 06
2023
|
John Michael Custer Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,667
+100.0%
|
$433,420
$260.28 P/Share
|
Jun 05
2023
|
Albert H Nahmad Chairman and CEO |
SELL
Bona fide gift
|
Indirect |
1,494
-100.0%
|
-
|
May 22
2023
|
Cesar L Alvarez Director |
SELL
Open market or private sale
|
Direct |
4,000
-100.0%
|
$1,328,000
$332.64 P/Share
|
May 22
2023
|
Cesar L Alvarez Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,000
+100.0%
|
$740,000
$185.12 P/Share
|
Mar 13
2023
|
Barry S Logan Executive Vice President |
BUY
Other acquisition or disposition
|
Indirect |
30
+1.17%
|
$7,470
$249.4 P/Share
|
Mar 13
2023
|
Ana M Menendez CFO / Treasurer |
BUY
Other acquisition or disposition
|
Indirect |
30
+1.95%
|
$7,470
$249.4 P/Share
|
Mar 13
2023
|
Albert H Nahmad Chairman and CEO |
BUY
Other acquisition or disposition
|
Indirect |
30
+50.0%
|
$7,470
$249.4 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 24K shares |
---|---|
Other acquisition or disposition | 75 shares |
Payment of exercise price or tax liability | 4.32K shares |
---|---|
Bona fide gift | 1.7K shares |
Open market or private sale | 15.1K shares |