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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
611
shares
|
$318,172
0.1% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
609
shares
|
$317,130
0.01% of portfolio
|
Q3 2024
Added 59.84%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
608
shares
|
$316,609
0.01% of portfolio
|
Q3 2024
Added 103.34%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
601
shares
|
$312,964
0.16% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
601
shares
|
$312,964
0.01% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
600
shares
|
$312,444
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
600
shares
|
$312,444
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
589
shares
|
$306,715
0.01% of portfolio
|
Q2 2024
Reduced 22.7%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
587
shares
|
$305,674
0.01% of portfolio
|
Q4 2023
Added 6.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
584
shares
|
$304,112
0.04% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
583
shares
|
$303,591
0.01% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
581
shares
|
$302,549
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
580
shares
|
$302,029
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
580
shares
|
$302,029
0.02% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
576
shares
|
$299,946
0.2% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
575
shares
|
$299,425
0.15% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
573
shares
|
$298,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
572
shares
|
$297,863
0.01% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
570
shares
|
$296,821
0.17% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
570
shares
|
$296,821
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
569
shares
|
$296,301
0.03% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
561
shares
|
$292,135
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
553
shares
|
$287,969
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
551
shares
|
$286,927
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$282,241
0.03% of portfolio
|
Q3 2024
New holding
|