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 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-189- 2.49% |
$87.7K - $100K
|
7.41K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-198- 24.91% |
$91.8K - $105K
|
597
$282K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-199- 14.03% |
$92.3K - $106K
|
1.22K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-203- 2.69% |
$94.2K - $108K
|
7.35K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-206- 3.98% |
$95.6K - $109K
|
4.97K
$2.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-215- 0.54% |
$99.7K - $114K
|
39.3K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-219- 24.39% |
$102K - $116K
|
679
$321K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-230- 12.46% |
$107K - $122K
|
1.62K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-230- 1.9% |
$107K - $122K
|
11.9K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 9.29% |
$111K - $127K
|
2.34K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-263- 0.77% |
$122K - $140K
|
33.8K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-270- 2.14% |
$125K - $143K
|
12.4K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-271- 11.63% |
$126K - $144K
|
2.06K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-275- 36.72% |
$128K - $146K
|
474
$224K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-282- 9.61% |
$131K - $150K
|
2.65K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-293- 1.49% |
$136K - $156K
|
19.3K
$9.15M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-296- 14.68% |
$137K - $157K
|
1.72K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-297- 3.59% |
$138K - $158K
|
7.98K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-299- 1.64% |
$139K - $159K
|
17.9K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-300- 4.11% |
$139K - $159K
|
7K
$3.31M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-300- 10.0% |
$139K - $159K
|
2.7K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-305- 18.09% |
$141K - $162K
|
1.38K
$653K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-315- 19.44% |
$146K - $167K
|
1.31K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-351- 8.79% |
$163K - $186K
|
3.64K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-367- 3.83% |
$170K - $195K
|
9.21K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-374- 6.53% |
$173K - $199K
|
5.35K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 2.31% |
$174K - $199K
|
15.9K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-378- 0.98% |
$175K - $201K
|
38.3K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-386- 29.13% |
$179K - $205K
|
939
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-390- 2.18% |
$181K - $207K
|
17.5K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-400- 12.5% |
$186K - $212K
|
2.8K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-407- 5.57% |
$189K - $216K
|
6.89K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-407- 19.71% |
$189K - $216K
|
1.66K
$784K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-417- 0.61% |
$193K - $221K
|
68.2K
$32.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-425- 1.7% |
$197K - $226K
|
24.5K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-437- 1.71% |
$203K - $232K
|
25.1K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-442- 15.8% |
$205K - $235K
|
2.36K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-448- 7.71% |
$208K - $238K
|
5.36K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-463- 10.96% |
$215K - $246K
|
3.76K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-465- 3.34% |
$216K - $247K
|
13.4K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-473- 2.57% |
$219K - $251K
|
17.9K
$8.48M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-476- 14.43% |
$221K - $253K
|
2.82K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-476- 15.03% |
$221K - $253K
|
2.69K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-477- 4.3% |
$221K - $253K
|
10.6K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-505- 20.3% |
$234K - $268K
|
1.98K
$938K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-509- 3.16% |
$236K - $270K
|
15.6K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-513- 60.78% |
$238K - $272K
|
331
$157K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-546- 0.51% |
$253K - $290K
|
106K
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-549- 2.86% |
$255K - $291K
|
18.6K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-554- 3.95% |
$257K - $294K
|
13.5K
$6.37M
|