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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
821
shares
|
$427,527
0.02% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
820
shares
|
$427,006
0.49% of portfolio
|
Q3 2023
Reduced 12.67%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
819
shares
|
$426,486
0.17% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
817
shares
|
$425,444
0.04% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
815
shares
|
$424,403
0.39% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
812
shares
|
$422,840
0.03% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
807
shares
|
$420,237
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
802
shares
|
$417,633
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$416,592
0.0% of portfolio
|
Q3 2024
Reduced 60.67%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
800
shares
|
$416,592
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
794
shares
|
$413,467
0.01% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
782
shares
|
$407,218
0.02% of portfolio
|
Q3 2024
Reduced 73.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
781
shares
|
$406,697
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
780
shares
|
$406,177
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
776
shares
|
$404,094
0.43% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
773
shares
|
$402,532
0.56% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
766
shares
|
$398,886
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
762
shares
|
$396,803
0.02% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
761
shares
|
$396,283
0.04% of portfolio
|
Q3 2023
Added 5.11%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
752
shares
|
$391,596
0.01% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
749
shares
|
$390,034
0.0% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
745
shares
|
$387,951
0.0% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
743
shares
|
$386,909
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
741
shares
|
$385,868
0.01% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
738
shares
|
$384,306
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|