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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
1,135
shares
|
$591,039
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
1,132
shares
|
$589,477
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,125
shares
|
$585,832
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
1,109
shares
|
$577,500
0.07% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$576,459
0.0% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
1,101
shares
|
$573,334
0.01% of portfolio
|
Q3 2024
Added 57.06%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,100
shares
|
$572,814
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$572,814
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,099
shares
|
$572,293
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,092
shares
|
$568,648
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,064
shares
|
$554,067
0.01% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,063
shares
|
$553,546
0.07% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,058
shares
|
$550,942
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,049
shares
|
$546,256
0.16% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,040
shares
|
$541,569
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,038
shares
|
$540,528
0.18% of portfolio
|
Q3 2023
Added 1.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,033
shares
|
$537,924
0.26% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,020
shares
|
$531,154
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,004
shares
|
$522,822
0.02% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$520,740
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$520,740
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
996
shares
|
$518,657
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
973
shares
|
$506,680
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
973
shares
|
$506,680
0.03% of portfolio
|
Q3 2024
Added 105.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
958
shares
|
$498,868
0.24% of portfolio
|
Q3 2024
Added 0.52%
|