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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$498,868
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
953
shares
|
$496,265
0.25% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
952
shares
|
$495,744
0.01% of portfolio
|
Q3 2024
Added 58.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
952
shares
|
$495,744
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
942
shares
|
$490,537
0.2% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
935
shares
|
$486,891
0.06% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
917
shares
|
$477,518
0.01% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
911
shares
|
$474,394
0.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
907
shares
|
$472,311
0.0% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
906
shares
|
$471,790
0.09% of portfolio
|
Q3 2024
Reduced 82.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
902
shares
|
$469,707
0.0% of portfolio
|
Q3 2024
Reduced 83.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
902
shares
|
$469,707
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
902
shares
|
$469,707
0.01% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
900
shares
|
$468,666
0.01% of portfolio
|
Q3 2024
Reduced 67.86%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
892
shares
|
$464,500
0.17% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
885
shares
|
$460,854
0.01% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
868
shares
|
$452,002
0.03% of portfolio
|
Q2 2024
Reduced 35.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
864
shares
|
$449,919
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
860
shares
|
$447,836
0.06% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
845
shares
|
$440,025
0.01% of portfolio
|
Q3 2024
Reduced 64.18%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
840
shares
|
$437,421
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
835
shares
|
$434,817
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
833
shares
|
$433,776
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
831
shares
|
$432,734
0.05% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
827
shares
|
$430,651
0.09% of portfolio
|
Q3 2024
Added 1.97%
|