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 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
245+ 1531.25% |
$114K - $130K
|
261
$123K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
245+ 19.79% |
$114K - $130K
|
1.48K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
241+ 6.87% |
$112K - $128K
|
3.75K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
235+ 0.73% |
$109K - $125K
|
32.2K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
234+ 0.45% |
$109K - $124K
|
51.8K
$24.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
232+ 34.42% |
$108K - $123K
|
906
$429K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
232+ 4.07% |
$108K - $123K
|
5.93K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
230+ 7.86% |
$107K - $122K
|
3.16K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230+ 7.17% |
$107K - $122K
|
3.44K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
229New |
$106K - $122K
|
229
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
225+ 0.39% |
$104K - $119K
|
58.4K
$27.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
211+ 5.58% |
$97.9K - $112K
|
3.99K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
209+ 4.04% |
$96.9K - $111K
|
5.39K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
207+ 3.34% |
$96K - $110K
|
6.4K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
205+ 6.39% |
$95.1K - $109K
|
3.41K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
204+ 6.37% |
$94.6K - $108K
|
3.41K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
193+ 34.46% |
$89.5K - $102K
|
753
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
192+ 5.27% |
$89.1K - $102K
|
3.84K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
188+ 20.94% |
$87.2K - $99.8K
|
1.09K
$514K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
184+ 6.25% |
$85.4K - $97.7K
|
3.13K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
176+ 37.85% |
$81.6K - $93.4K
|
641
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
175+ 37.8% |
$81.2K - $92.9K
|
638
$302K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173+ 1.23% |
$80.2K - $91.8K
|
14.2K
$6.74M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
169+ 22.78% |
$78.4K - $89.7K
|
911
$431K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
167+ 5.48% |
$77.5K - $88.6K
|
3.21K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
165+ 2.53% |
$76.5K - $87.6K
|
6.68K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
165+ 12.87% |
$76.5K - $87.6K
|
1.45K
$684K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
160New |
$74.2K - $84.9K
|
160
$75.7K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 10.03% |
$72.8K - $83.3K
|
1.72K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
149+ 0.11% |
$69.1K - $79.1K
|
138K
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
140+ 64.81% |
$64.9K - $74.3K
|
356
$168K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
139+ 29.45% |
$64.5K - $73.8K
|
611
$289K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
139+ 70.2% |
$64.5K - $73.8K
|
337
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
138+ 4.75% |
$64K - $73.2K
|
3.04K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
137+ 11.97% |
$63.5K - $72.7K
|
1.28K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
132+ 1.18% |
$61.2K - $70.1K
|
11.3K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128+ 1.1% |
$59.4K - $67.9K
|
11.8K
$5.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
128+ 4.66% |
$59.4K - $67.9K
|
2.87K
$1.36M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
127+ 3.06% |
$58.9K - $67.4K
|
4.28K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
126+ 80.77% |
$58.4K - $66.9K
|
282
$133K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
121+ 9.81% |
$56.1K - $64.2K
|
1.35K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
119+ 1.89% |
$55.2K - $63.2K
|
6.4K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
119+ 0.9% |
$55.2K - $63.2K
|
13.3K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
117+ 1.31% |
$54.3K - $62.1K
|
9.07K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 7.86% |
$54.3K - $62.1K
|
1.61K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
116+ 109.43% |
$53.8K - $61.6K
|
222
$105K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
114+ 10.05% |
$52.9K - $60.5K
|
1.25K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
111+ 1.54% |
$51.5K - $58.9K
|
7.3K
$3.45M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
107+ 4.5% |
$49.6K - $56.8K
|
2.49K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
107+ 17.31% |
$49.6K - $56.8K
|
725
$343K
|