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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
472
shares
|
$245,789
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
462
shares
|
$240,581
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
461
shares
|
$240,061
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
458
shares
|
$238,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
453
shares
|
$235,895
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
452
shares
|
$235,374
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
446
shares
|
$232,250
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
445
shares
|
$231,729
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
445
shares
|
$231,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
441
shares
|
$229,646
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
438
shares
|
$228,084
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
434
shares
|
$226,001
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
433
shares
|
$225,480
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
431
shares
|
$224,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
423
shares
|
$220,273
0.09% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
422
shares
|
$219,752
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
422
shares
|
$219,752
0.01% of portfolio
|
Q3 2024
Reduced 95.42%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
421
shares
|
$219,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
414
shares
|
$215,586
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
411
shares
|
$214,024
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
410
shares
|
$213,503
0.0% of portfolio
|
Q3 2024
Added 83.04%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
410
shares
|
$213,503
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$208,296
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
399
shares
|
$207,775
0.03% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
371
shares
|
$193,194
0.15% of portfolio
|
Q3 2024
Reduced 7.71%
|