Purchases and Sales Made in Q1 2025 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q1 2025. The information is specifically focused on institutions that hold shares of WATSCO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
477K+ 89376.03% |
$221M - $253M
|
478K
$226M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335K+ 640.61% |
$156M - $178M
|
388K
$183M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
330KNew |
$153M - $175M
|
330K
$156M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
181K+ 62.85% |
$83.9M - $96M
|
469K
$222M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129K+ 80.07% |
$60M - $68.7M
|
291K
$138M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
118K+ 264.32% |
$54.9M - $62.8M
|
163K
$77.1M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
107KNew |
$49.8M - $56.9M
|
107K
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83K+ 6.05% |
$38.5M - $44M
|
1.45M
$688M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
81.1KNew |
$37.6M - $43M
|
81.1K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.1K+ 343.34% |
$28.3M - $32.4M
|
78.9K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.1K+ 9.69% |
$27.4M - $31.4M
|
669K
$316M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.9K+ 31.68% |
$20.8M - $23.8M
|
187K
$88.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43.8K+ 5.68% |
$20.3M - $23.2M
|
815K
$385M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
38.8K+ 15.42% |
$18M - $20.6M
|
290K
$137M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.3K+ 5.01% |
$16.8M - $19.3M
|
762K
$360M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
34.3K+ 180.27% |
$15.9M - $18.2M
|
53.3K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3K+ 290.19% |
$11.7M - $13.4M
|
34K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
24.8KNew |
$11.5M - $13.1M
|
24.8K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23.9K+ 141.67% |
$11.1M - $12.7M
|
40.7K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.6K+ 2513.34% |
$10.9M - $12.5M
|
24.5K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
21.1KNew |
$9.79M - $11.2M
|
21.1K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
19.5K+ 8.84% |
$9.05M - $10.3M
|
240K
$114M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19K+ 3.97% |
$8.79M - $10.1M
|
496K
$235M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
18.4K+ 576.78% |
$8.55M - $9.78M
|
21.6K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.3K+ 15.94% |
$8.04M - $9.2M
|
126K
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
16.3K+ 1.34% |
$7.58M - $8.67M
|
1.24M
$586M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15.7KNew |
$7.29M - $8.34M
|
15.7K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15K+ 55.33% |
$6.95M - $7.95M
|
42.1K
$19.9M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.7K+ 11.26% |
$6.81M - $7.79M
|
145K
$68.6M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.8K+ 10.43% |
$6.4M - $7.33M
|
146K
$69.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.7K+ 100.24% |
$5.41M - $6.19M
|
23.3K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
11.4KNew |
$5.28M - $6.04M
|
11.4K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 98.45% |
$4.76M - $5.45M
|
20.7K
$9.79M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.27KNew |
$4.3M - $4.92M
|
9.27K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.18K+ 3.14% |
$3.79M - $4.34M
|
268K
$127M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.98K+ 17.11% |
$3.7M - $4.23M
|
54.6K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.83K+ 102.78% |
$3.63M - $4.16M
|
15.5K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.76K+ 0.5% |
$3.6M - $4.12M
|
1.56M
$737M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.51K+ 912.52% |
$3.48M - $3.99M
|
8.33K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
7.36K+ 7.52% |
$3.41M - $3.91M
|
105K
$49.8M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$3.31M - $3.78M
|
7.13K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.05K+ 28.01% |
$3.27M - $3.74M
|
32.2K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
6.25K+ 1.81% |
$2.9M - $3.32M
|
351K
$166M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.87KNew |
$2.72M - $3.11M
|
5.87K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.79KNew |
$2.68M - $3.07M
|
5.79K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.09KNew |
$2.36M - $2.7M
|
5.09K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
5K+ 22.72% |
$2.32M - $2.65M
|
27K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 8.2% |
$2.32M - $2.65M
|
66K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.37K+ 2.0% |
$2.03M - $2.32M
|
223K
$106M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.36K+ 129.34% |
$2.02M - $2.31M
|
7.72K
$3.65M
|