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 |
|---|---|---|---|---|---|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
1,936
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,926
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
1,926
shares
|
$1 Million
0.12% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,914
shares
|
$996,696
0.22% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$989,406
0.43% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
1,898
shares
|
$988,364
0.03% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,888
shares
|
$983,157
0.05% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,887
shares
|
$982,636
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,870
shares
|
$973,783
0.03% of portfolio
|
Q3 2022
Reduced 32.49%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,829
shares
|
$952,433
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,823
shares
|
$949,309
0.26% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,727
shares
|
$899,317
0.03% of portfolio
|
Q2 2022
Added 14.37%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
1,707
shares
|
$888,903
0.27% of portfolio
|
Q3 2024
Added 120.54%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,696
shares
|
$883,175
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
1,663
shares
|
$865,990
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,632
shares
|
$849,847
0.03% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
1,620
shares
|
$843,598
0.02% of portfolio
|
Q2 2024
Added 24.62%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,617
shares
|
$842,036
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,578
shares
|
$821,727
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,568
shares
|
$816,520
0.08% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,549
shares
|
$806,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,549
shares
|
$806,626
0.07% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
1,543
shares
|
$803,501
0.05% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
1,539
shares
|
$801,418
0.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,517
shares
|
$789,962
0.0% of portfolio
|
Q3 2024
Added 0.53%
|