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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-70- 9.31% |
$32.5K - $37.2K
|
682
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-70- 0.18% |
$32.5K - $37.2K
|
39.1K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 30.21% |
$32.9K - $37.7K
|
164
$77.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-72- 7.08% |
$33.4K - $38.2K
|
945
$447K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 4.78% |
$34.8K - $39.8K
|
1.49K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-75- 8.47% |
$34.8K - $39.8K
|
810
$383K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-80- 15.84% |
$37.1K - $42.5K
|
425
$201K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-81- 5.39% |
$37.6K - $43K
|
1.42K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-81- 11.69% |
$37.6K - $43K
|
612
$289K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 27.91% |
$39K - $44.6K
|
217
$103K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-85- 2.07% |
$39.4K - $45.1K
|
4.02K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-85- 7.92% |
$39.4K - $45.1K
|
988
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-85- 8.02% |
$39.4K - $45.1K
|
975
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-88- 2.25% |
$40.8K - $46.7K
|
3.82K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-91- 4.75% |
$42.2K - $48.3K
|
1.82K
$862K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-96- 3.86% |
$44.5K - $51K
|
2.39K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-99- 0.35% |
$45.9K - $52.5K
|
27.8K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-111- 30.08% |
$51.5K - $58.9K
|
258
$122K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-114- 19.42% |
$52.9K - $60.5K
|
473
$224K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-115- 93.5% |
$53.3K - $61K
|
8
$3.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-116- 52.25% |
$53.8K - $61.6K
|
106
$50.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-123- 8.31% |
$57.1K - $65.3K
|
1.36K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-123- 1.76% |
$57.1K - $65.3K
|
6.85K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 3.19% |
$58K - $66.3K
|
3.79K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-128- 6.24% |
$59.4K - $67.9K
|
1.92K
$909K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-129- 0.4% |
$59.8K - $68.5K
|
32.1K
$15.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-132- 3.23% |
$61.2K - $70.1K
|
3.95K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-135- 3.77% |
$62.6K - $71.7K
|
3.44K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 0.2% |
$63.1K - $72.2K
|
67.5K
$31.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
SELL
|
- |
-137- 2.27% |
$63.5K - $72.7K
|
5.91K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-139- 2.06% |
$64.5K - $73.8K
|
6.6K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-139- 11.67% |
$64.5K - $73.8K
|
1.05K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-139- 0.85% |
$64.5K - $73.8K
|
16.2K
$7.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-140- 2.81% |
$64.9K - $74.3K
|
4.84K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-145- 8.9% |
$67.3K - $77K
|
1.48K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151- 4.22% |
$70K - $80.1K
|
3.43K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-153- 0.96% |
$71K - $81.2K
|
15.8K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-153- 12.99% |
$71K - $81.2K
|
1.03K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-158- 0.15% |
$73.3K - $83.9K
|
108K
$51M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-158- 23.41% |
$73.3K - $83.9K
|
517
$245K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-159- 22.39% |
$73.8K - $84.4K
|
551
$261K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161- 15.5% |
$74.7K - $85.5K
|
878
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-165- 2.58% |
$76.5K - $87.6K
|
6.24K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-165- 11.29% |
$76.5K - $87.6K
|
1.3K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-168- 10.42% |
$77.9K - $89.2K
|
1.45K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-171- 10.73% |
$79.3K - $90.8K
|
1.42K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-182- 38.56% |
$84.4K - $96.6K
|
290
$137K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-186- 24.73% |
$86.3K - $98.7K
|
566
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-187- 13.44% |
$86.7K - $99.3K
|
1.2K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-189- 2.65% |
$87.7K - $100K
|
6.94K
$3.28M
|