Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 843 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,152
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 119.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,121
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,120
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,104
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,082
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
3,077
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.42%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,024
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,006
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
3,000
shares
|
$1.56 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,999
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,996
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2022
Added 98.15%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
2,979
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,974
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,956
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,917
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
2,917
shares
|
$1.52 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
2,889
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,831
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.22%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
2,826
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,820
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
2,785
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,784
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,763
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 17.07%
|