Institutional shares held 32.8 Million
88.3K calls
77.7K puts
Total value of holdings $15.5B
$41.8M calls
$36.8M puts
Market Cap $15.7B
33,206,900 Shares Out.
Institutional ownership 98.88%
# of Institutions 819


Latest Institutional Activity in WSO

Top Purchases

Q3 2024
International Assets Investment Management, LLC Shares Held: 234K ($111M)
Q3 2024
Hamlin Capital Management, LLC Shares Held: 315K ($149M)
Q3 2024
Handelsbanken Fonder Ab Shares Held: 128K ($60.4M)
Q3 2024
Campbell Capital Management Inc Shares Held: 3.5K ($1.66M)
Q3 2024
Eastern Bank Shares Held: 2.97K ($1.41M)

Top Sells

Q3 2024
Davenport & CO LLC Shares Held: 308K ($146M)
Q3 2024
Swedbank Ab Shares Held: 174K ($82.3M)
Q3 2024
Caledonia Investments PLC Shares Held: 199K ($94.4M)
Q3 2024
Riverbridge Partners LLC Shares Held: 121K ($57.5M)
Q3 2024
New York State Common Retirement Fund Shares Held: 35.3K ($16.7M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
20.1K Shares
From 8 Insiders
Exercise of conversion of derivative security 20K shares
Other acquisition or disposition 75 shares
Sell / Disposition
14.9K Shares
From 5 Insiders
Payment of exercise price or tax liability 3.06K shares
Bona fide gift 702 shares
Open market or private sale 11.1K shares

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