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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,314
shares
|
$684,252
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,298
shares
|
$675,920
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,272
shares
|
$662,381
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1,258
shares
|
$655,090
0.12% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,256
shares
|
$654,049
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,251
shares
|
$651,445
0.0% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,236
shares
|
$643,634
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$642,072
0.04% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,225
shares
|
$637,906
0.43% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,221
shares
|
$635,823
0.01% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$631,136
0.0% of portfolio
|
Q3 2024
Reduced 96.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,203
shares
|
$626,450
0.01% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,201
shares
|
$625,408
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,196
shares
|
$622,805
0.43% of portfolio
|
Q3 2023
Added 17.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,186
shares
|
$617,597
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$617,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,184
shares
|
$616,556
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
1,178
shares
|
$613,431
0.02% of portfolio
|
Q2 2024
Reduced 39.99%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,175
shares
|
$611,869
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,173
shares
|
$610,828
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,167
shares
|
$607,703
0.33% of portfolio
|
Q3 2024
Added 163.43%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
1,166
shares
|
$607,182
0.04% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
1,152
shares
|
$599,892
0.0% of portfolio
|
Q3 2024
Added 141.51%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,145
shares
|
$596,247
0.01% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$592,602
0.03% of portfolio
|
Q3 2024
Added 3570.97%
|