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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.3K+ 23.12% |
$602K - $688K
|
6.91K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.26K+ 9.13% |
$583K - $667K
|
15K
$7.1M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.26K+ 400.96% |
$582K - $666K
|
1.57K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.24K+ 45.84% |
$576K - $659K
|
3.95K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.23K+ 10.33% |
$568K - $650K
|
13.1K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.2K+ 54.59% |
$557K - $637K
|
3.4K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.2K+ 1.41% |
$556K - $636K
|
86K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.17K+ 5.43% |
$545K - $623K
|
22.8K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.13K+ 4.32% |
$525K - $600K
|
27.3K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.13K+ 6.75% |
$523K - $599K
|
17.8K
$8.44M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.13K+ 479.57% |
$523K - $598K
|
1.36K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 112500.0% |
$522K - $597K
|
1.13K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.12KNew |
$519K - $593K
|
1.12K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
1.05KNew |
$485K - $555K
|
1.05K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1KNew |
$464K - $531K
|
1K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1K+ 0.82% |
$464K - $531K
|
123K
$58.4M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
996+ 7.75% |
$462K - $529K
|
13.8K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
977+ 15.73% |
$453K - $519K
|
7.19K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
971New |
$450K - $515K
|
971
$459K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
961New |
$446K - $510K
|
961
$455K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
955+ 12.88% |
$443K - $507K
|
8.37K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
949+ 921.36% |
$440K - $504K
|
1.05K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
927+ 91.78% |
$430K - $492K
|
1.94K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
926New |
$430K - $491K
|
926
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
922+ 43.43% |
$428K - $489K
|
3.05K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
921New |
$427K - $489K
|
921
$436K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
900New |
$417K - $478K
|
900
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
885+ 3.83% |
$411K - $470K
|
24K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
875+ 155.97% |
$406K - $464K
|
1.44K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
859+ 3.55% |
$398K - $456K
|
25.1K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810New |
$376K - $430K
|
810
$383K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
800New |
$371K - $425K
|
800
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
783+ 8.41% |
$363K - $416K
|
10.1K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
781+ 2.83% |
$362K - $415K
|
28.3K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
750+ 19.73% |
$348K - $398K
|
4.55K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
746+ 121.5% |
$346K - $396K
|
1.36K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
724+ 66.85% |
$336K - $384K
|
1.81K
$855K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
716New |
$332K - $380K
|
716
$339K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
697+ 3.78% |
$323K - $370K
|
19.1K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
688+ 15.11% |
$319K - $365K
|
5.24K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
686New |
$318K - $364K
|
686
$324K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
642+ 149.65% |
$298K - $341K
|
1.07K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
634+ 8.24% |
$294K - $336K
|
8.33K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
626New |
$290K - $332K
|
626
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
625+ 16.05% |
$290K - $332K
|
4.52K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
621+ 1.05% |
$288K - $330K
|
59.9K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
619New |
$287K - $329K
|
619
$293K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
617+ 3.37% |
$286K - $327K
|
19K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
610+ 4.01% |
$283K - $324K
|
15.8K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
593+ 5.72% |
$275K - $315K
|
11K
$5.18M
|