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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
105+ 2.64% |
$48.7K - $55.7K
|
4.08K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
104+ 16.25% |
$48.2K - $55.2K
|
744
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
103+ 1.2% |
$47.8K - $54.7K
|
8.68K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
101+ 16.01% |
$46.8K - $53.6K
|
732
$346K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.57% |
$46.4K - $53.1K
|
2.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 24.39% |
$46.4K - $53.1K
|
510
$241K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.03% |
$46.4K - $53.1K
|
9.8K
$4.64M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$47.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$47.3K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.21% |
$46.4K - $53.1K
|
8.38K
$3.97M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 116.67% |
$45.5K - $52K
|
182
$86.1K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
98+ 4.69% |
$45.5K - $52K
|
2.19K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
97+ 5.33% |
$45K - $51.5K
|
1.92K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
92+ 11.39% |
$42.7K - $48.8K
|
900
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
92+ 3.26% |
$42.7K - $48.8K
|
2.91K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
90New |
$41.7K - $47.8K
|
90
$42.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
89+ 1.33% |
$41.3K - $47.2K
|
6.8K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
88+ 6.27% |
$40.8K - $46.7K
|
1.49K
$705K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
88New |
$40.8K - $46.7K
|
88
$41.6K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
88+ 0.8% |
$40.8K - $46.7K
|
11.1K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 6.28% |
$39K - $44.6K
|
1.42K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
77+ 0.77% |
$35.7K - $40.9K
|
10K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
75+ 3.46% |
$34.8K - $39.8K
|
2.25K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 32.89% |
$34.8K - $39.8K
|
303
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 16.7% |
$34.3K - $39.3K
|
517
$245K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 12.31% |
$33.9K - $38.7K
|
666
$315K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
72+ 12.37% |
$33.4K - $38.2K
|
654
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
72+ 1.22% |
$33.4K - $38.2K
|
5.99K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
71+ 11.68% |
$32.9K - $37.7K
|
679
$321K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
70+ 0.42% |
$32.5K - $37.2K
|
16.6K
$7.84M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 2.52% |
$32K - $36.6K
|
2.8K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
69+ 16.31% |
$32K - $36.6K
|
492
$233K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66+ 1.17% |
$30.6K - $35K
|
5.72K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
65+ 2.86% |
$30.2K - $34.5K
|
2.34K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
64New |
$29.7K - $34K
|
64
$30.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
63+ 13.55% |
$29.2K - $33.4K
|
528
$250K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
61+ 0.49% |
$28.3K - $32.4K
|
12.5K
$5.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 6.83% |
$27.4K - $31.3K
|
923
$437K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 45.38% |
$27.4K - $31.3K
|
189
$89.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
58+ 5.0% |
$26.9K - $30.8K
|
1.22K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$26.4K - $30.3K
|
57
$27K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
55+ 1.28% |
$25.5K - $29.2K
|
4.35K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
53+ 6.46% |
$24.6K - $28.1K
|
874
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 260.0% |
$24.1K - $27.6K
|
72
$34.1K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 44.74% |
$23.7K - $27.1K
|
165
$78K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$23.2K - $26.5K
|
50
$23.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49New |
$22.7K - $26K
|
49
$23.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 17.65% |
$22.3K - $25.5K
|
320
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
47+ 4.79% |
$21.8K - $24.9K
|
1.03K
$486K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$21.8K - $24.9K
|
47
$22.2K
|