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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-8- 0.99% |
$3.71K - $4.25K
|
802
$379K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 20.93% |
$4.17K - $4.78K
|
34
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 16.67% |
$4.64K - $5.31K
|
50
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10- 2.17% |
$4.64K - $5.31K
|
451
$213K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10- 2.2% |
$4.64K - $5.31K
|
445
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-10- 0.84% |
$4.64K - $5.31K
|
1.19K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.76% |
$4.64K - $5.31K
|
1.3K
$617K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12- 0.52% |
$5.57K - $6.37K
|
2.28K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 29.27% |
$5.57K - $6.37K
|
29
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13- 1.08% |
$6.03K - $6.9K
|
1.19K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-13- 0.48% |
$6.03K - $6.9K
|
2.71K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-15- 46.88% |
$6.96K - $7.96K
|
17
$8.04K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 5.86% |
$6.96K - $7.96K
|
241
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-16- 2.05% |
$7.42K - $8.49K
|
766
$362K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-17- 5.67% |
$7.89K - $9.02K
|
283
$134K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 2.37% |
$8.35K - $9.55K
|
742
$351K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-19- 2.26% |
$8.81K - $10.1K
|
823
$389K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20- 2.42% |
$9.28K - $10.6K
|
807
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-22- 2.75% |
$10.2K - $11.7K
|
778
$368K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 25.56% |
$10.7K - $12.2K
|
67
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 1.23% |
$11.1K - $12.7K
|
1.93K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-24- 2.86% |
$11.1K - $12.7K
|
815
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-24- 4.14% |
$11.1K - $12.7K
|
556
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 5.57% |
$11.1K - $12.7K
|
407
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 14.63% |
$13.9K - $15.9K
|
175
$82.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 1.57% |
$13.9K - $15.9K
|
1.88K
$891K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 0.92% |
$14.4K - $16.5K
|
3.33K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 6.34% |
$14.4K - $16.5K
|
458
$217K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-31- 0.31% |
$14.4K - $16.5K
|
10.1K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-36- 1.86% |
$16.7K - $19.1K
|
1.9K
$900K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37- 0.63% |
$17.2K - $19.6K
|
5.88K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 1.79% |
$17.6K - $20.2K
|
2.09K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-39- 0.1% |
$18.1K - $20.7K
|
38.8K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-40- 7.58% |
$18.6K - $21.2K
|
488
$231K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-40- 4.42% |
$18.6K - $21.2K
|
864
$409K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41- 3.39% |
$19K - $21.8K
|
1.17K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-41- 3.02% |
$19K - $21.8K
|
1.32K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-41- 0.71% |
$19K - $21.8K
|
5.73K
$2.71M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-42- 9.03% |
$19.5K - $22.3K
|
423
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-42- 2.13% |
$19.5K - $22.3K
|
1.93K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-47- 4.01% |
$21.8K - $24.9K
|
1.12K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-51- 2.09% |
$23.7K - $27.1K
|
2.39K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-52- 3.29% |
$24.1K - $27.6K
|
1.53K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 2.18% |
$25.5K - $29.2K
|
2.46K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-60- 7.82% |
$27.8K - $31.8K
|
707
$334K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 2.1% |
$30.2K - $34.5K
|
3.04K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-65- 4.93% |
$30.2K - $34.5K
|
1.25K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-67- 7.46% |
$31.1K - $35.6K
|
831
$393K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-68- 10.38% |
$31.5K - $36.1K
|
587
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-69- 2.26% |
$32K - $36.6K
|
2.99K
$1.41M
|