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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-581- 67.79% |
$270K - $308K
|
276
$131K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-611- 33.35% |
$283K - $324K
|
1.22K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-613- 41.2% |
$284K - $325K
|
875
$414K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-649- 47.72% |
$301K - $344K
|
711
$336K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-668- 9.08% |
$310K - $355K
|
6.69K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 19.32% |
$322K - $368K
|
2.9K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-695- 4.09% |
$322K - $369K
|
16.3K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-703- 26.86% |
$326K - $373K
|
1.91K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-728- 46.64% |
$338K - $386K
|
833
$394K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-749Closed |
$347K - $398K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-764- 19.76% |
$354K - $405K
|
3.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-767- 1.41% |
$356K - $407K
|
53.6K
$25.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-790- 2.28% |
$366K - $419K
|
33.8K
$16M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-802- 24.71% |
$372K - $426K
|
2.44K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-808- 53.09% |
$375K - $429K
|
714
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-833- 2.14% |
$386K - $442K
|
38.2K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-880- 3.94% |
$408K - $467K
|
21.4K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-890- 1.78% |
$413K - $472K
|
49K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-900- 15.74% |
$417K - $478K
|
4.82K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-907- 66.84% |
$421K - $481K
|
450
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-927- 13.23% |
$430K - $492K
|
6.08K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-968- 40.4% |
$449K - $514K
|
1.43K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-985- 4.51% |
$457K - $523K
|
20.9K
$9.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.1K- 21.58% |
$510K - $584K
|
4K
$1.89M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.11K- 94.57% |
$517K - $591K
|
64
$30.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.12K- 27.68% |
$518K - $592K
|
2.92K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 61.78% |
$528K - $604K
|
704
$333K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.19K- 9.45% |
$552K - $632K
|
11.4K
$5.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.3K- 9.56% |
$603K - $690K
|
12.3K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.31K- 50.0% |
$609K - $696K
|
1.31K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.39K- 7.71% |
$646K - $739K
|
16.7K
$7.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.58K- 25.25% |
$732K - $837K
|
4.67K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7K- 4.58% |
$789K - $902K
|
35.4K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1.7K- 45.95% |
$789K - $902K
|
2K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.68% |
$804K - $920K
|
102K
$48.1M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.78K- 14.78% |
$826K - $945K
|
10.3K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.81K- 2.69% |
$838K - $959K
|
65.4K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-1.86K- 19.25% |
$860K - $985K
|
7.78K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.02K- 2.27% |
$938K - $1.07M
|
86.9K
$41.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 0.94% |
$939K - $1.07M
|
212K
$100M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.04K- 19.13% |
$946K - $1.08M
|
8.63K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.11K- 3.72% |
$978K - $1.12M
|
54.6K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-2.23K- 14.83% |
$1.04M - $1.18M
|
12.8K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.25K- 12.88% |
$1.04M - $1.19M
|
15.2K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-2.33K- 76.68% |
$1.08M - $1.24M
|
708
$335K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.36K- 80.82% |
$1.09M - $1.25M
|
559
$264K
|
|
|
May 14, 2025
Q1 2025
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.42K- 14.49% |
$1.12M - $1.28M
|
14.3K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.42K- 3.08% |
$1.12M - $1.29M
|
76.1K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.6K- 2.35% |
$1.2M - $1.38M
|
108K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.68K- 9.64% |
$1.24M - $1.42M
|
25.1K
$11.9M
|