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 13 institutions that hold shares in the stock, with a total of 26,906 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 10, 2024 Q1 2024 |
10,276
shares
|
$0
0.0% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2024 Q1 2024 |
7,875
shares
|
$0
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
2,199
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,001
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,695
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
1,062
shares
|
$0
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
712
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
596
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2024 Q1 2024 |
473
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
15
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 46.43%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|