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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
539
shares
|
$280,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
537
shares
|
$279,637
0.02% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
534
shares
|
$278,075
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
528
shares
|
$274,950
0.04% of portfolio
|
Q1 2024
Reduced 32.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
527
shares
|
$274,429
0.0% of portfolio
|
Q3 2024
Added 139.55%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
514
shares
|
$267,660
0.09% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
513
shares
|
$267,139
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
513
shares
|
$267,139
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
512
shares
|
$266,618
0.01% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
508
shares
|
$264,535
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
505
shares
|
$262,973
0.09% of portfolio
|
Q3 2024
Reduced 52.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
504
shares
|
$262,452
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$260,370
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
500
shares
|
$260,370
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
499
shares
|
$259,849
0.01% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
495
shares
|
$257,766
0.03% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
494
shares
|
$257,245
0.01% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
493
shares
|
$256,724
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
491
shares
|
$255,683
0.02% of portfolio
|
Q3 2024
Added 37.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
491
shares
|
$255,683
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
490
shares
|
$255,162
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
482
shares
|
$250,996
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
479
shares
|
$249,434
0.0% of portfolio
|
Q3 2024
Added 1610.71%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
477
shares
|
$248,392
0.0% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
475
shares
|
$247,351
0.02% of portfolio
|
Q3 2024
Added 57.81%
|