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 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.75K- 85.88% |
$1.27M - $1.46M
|
452
$214K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.76K- 38.67% |
$1.28M - $1.46M
|
4.37K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.77K- 8.35% |
$1.29M - $1.47M
|
30.4K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.82K- 10.55% |
$1.31M - $1.5M
|
23.9K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.93K- 0.89% |
$1.36M - $1.56M
|
325K
$154M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.11K- 60.2% |
$1.44M - $1.65M
|
2.05K
$971K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.35K- 6.38% |
$1.56M - $1.78M
|
49.2K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.44K- 7.33% |
$1.6M - $1.83M
|
43.5K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.55K- 4.16% |
$1.65M - $1.88M
|
81.7K
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.67K- 66.83% |
$1.7M - $1.95M
|
1.82K
$861K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-4.07K- 3.42% |
$1.89M - $2.16M
|
115K
$54.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.12K- 39.94% |
$1.91M - $2.19M
|
6.2K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.14K- 13.82% |
$1.92M - $2.2M
|
25.8K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.19K- 76.23% |
$1.94M - $2.22M
|
1.31K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5K- 0.78% |
$2.32M - $2.65M
|
634K
$300M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-5.2K- 46.53% |
$2.41M - $2.76M
|
5.98K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.98K- 73.86% |
$2.77M - $3.17M
|
2.12K
$1M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.09K- 23.6% |
$2.83M - $3.23M
|
19.7K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-6.71K- 25.55% |
$3.11M - $3.56M
|
19.6K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.88K- 5.63% |
$3.19M - $3.65M
|
115K
$54.5M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-8.03K- 15.09% |
$3.73M - $4.26M
|
45.2K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.32K- 26.07% |
$3.86M - $4.42M
|
23.6K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.45K- 1.81% |
$3.92M - $4.48M
|
458K
$217M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.49K- 88.19% |
$3.94M - $4.5M
|
1.14K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.98K- 14.33% |
$4.17M - $4.77M
|
53.7K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.35K- 81.11% |
$4.34M - $4.96M
|
2.18K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.95K- 8.77% |
$4.61M - $5.28M
|
104K
$49M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.2K- 74.89% |
$4.73M - $5.41M
|
3.42K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.4K- 4.81% |
$5.3M - $6.07M
|
226K
$107M
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-12.1K- 47.34% |
$5.61M - $6.42M
|
13.4K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.3K- 9.07% |
$6.64M - $7.6M
|
144K
$67.9M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.6K- 46.92% |
$7.24M - $8.28M
|
17.6K
$8.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Regents Gate Capital LLP
London, X0 |
SELL
|
- |
-16.3K- 91.03% |
$7.55M - $8.64M
|
1.61K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-16.9K- 17.86% |
$7.83M - $8.96M
|
77.6K
$36.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 24.96% |
$9.35M - $10.7M
|
60.6K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 45.03% |
$11M - $12.5M
|
28.8K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-24.1K- 40.65% |
$11.2M - $12.8M
|
35.2K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.4K- 39.1% |
$11.3M - $13M
|
38K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-26.6K- 19.11% |
$12.3M - $14.1M
|
113K
$53.2M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27K- 78.94% |
$12.5M - $14.3M
|
7.19K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-27.3K- 30.18% |
$12.6M - $14.5M
|
63.1K
$29.8M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-28.1K- 27.06% |
$13M - $14.9M
|
75.7K
$35.8M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-29.5K- 37.61% |
$13.7M - $15.6M
|
48.9K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-36.4K- 6.11% |
$16.9M - $19.3M
|
560K
$265M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-37.8K- 42.8% |
$17.6M - $20.1M
|
50.6K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-49.2K- 1.36% |
$22.8M - $26.1M
|
3.57M
$1.69B
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-53.2K- 99.73% |
$24.7M - $28.2M
|
146
$69.1K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-78.7K- 41.78% |
$36.5M - $41.8M
|
110K
$51.9M
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-79K- 7.19% |
$36.6M - $41.9M
|
1.02M
$482M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-109K- 41.6% |
$50.6M - $57.9M
|
153K
$72.5M
|