Institutional Ownership Watsco, Inc. (WSO-B)
This table provides information about the institutional ownership of Watsco, Inc. (WSO-B). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 23,789 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
10,265
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
7,875
shares
|
$0
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,164
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
1,062
shares
|
$0
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
700
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
588
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
553
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
547
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|