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 |
|---|---|---|---|---|---|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
356
shares
|
$185,383
0.01% of portfolio
|
Q3 2024
Added 256.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
350
shares
|
$182,259
0.02% of portfolio
|
Q4 2022
Added 42.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
350
shares
|
$182,259
0.03% of portfolio
|
Q3 2024
Reduced 41.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
349
shares
|
$181,738
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
348
shares
|
$181,217
0.05% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
336
shares
|
$174,968
0.1% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
331
shares
|
$172,364
0.04% of portfolio
|
Q3 2024
Reduced 95.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
330
shares
|
$171,844
0.0% of portfolio
|
Q3 2024
Added 560.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
315
shares
|
$164,033
0.09% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
315
shares
|
$164,033
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
315
shares
|
$164,033
0.0% of portfolio
|
Q3 2024
Added 494.34%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
300
shares
|
$156,222
0.02% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
295
shares
|
$153,618
0.02% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
262
shares
|
$136,433
0.0% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
259
shares
|
$134,871
0.0% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
250
shares
|
$130,185
0.01% of portfolio
|
Q3 2024
Reduced 79.66%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
249
shares
|
$129,664
0.01% of portfolio
|
Q3 2024
Added 329.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
249
shares
|
$129,664
0.0% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
246
shares
|
$128,102
0.01% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
245
shares
|
$127,581
0.0% of portfolio
|
Q3 2024
Reduced 96.7%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
245
shares
|
$127,581
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
240
shares
|
$124,977
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
230
shares
|
$119,770
0.04% of portfolio
|
Q2 2019
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
228
shares
|
$118,728
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
225
shares
|
$117,166
0.07% of portfolio
|
Q2 2024
Reduced 8.16%
|