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 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
46+ 0.35% |
$21.3K - $24.4K
|
13.3K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 5.26% |
$20.9K - $23.9K
|
900
$426K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
44+ 0.27% |
$20.4K - $23.4K
|
16.3K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 16.24% |
$20.4K - $23.4K
|
315
$149K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 2.79% |
$19K - $21.8K
|
1.51K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
40+ 0.07% |
$18.6K - $21.2K
|
54.5K
$25.8M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
40+ 0.05% |
$18.6K - $21.2K
|
87.2K
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
40+ 3.45% |
$18.6K - $21.2K
|
1.2K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 5.6% |
$18.1K - $20.7K
|
735
$348K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 10.48% |
$17.2K - $19.6K
|
390
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
37+ 6.81% |
$17.2K - $19.6K
|
580
$274K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 6.94% |
$16.2K - $18.6K
|
539
$255K
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
35+ 0.03% |
$16.2K - $18.6K
|
100K
$47.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 7.8% |
$15.3K - $17.5K
|
456
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
32+ 3.5% |
$14.8K - $17K
|
945
$447K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
31New |
$14.4K - $16.5K
|
31
$14.7K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 0.27% |
$14.4K - $16.5K
|
11.6K
$5.49M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
31+ 3100.0% |
$14.4K - $16.5K
|
32
$15.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
30+ 115.38% |
$13.9K - $15.9K
|
56
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29+ 5.88% |
$13.5K - $15.4K
|
522
$247K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29+ 4.58% |
$13.5K - $15.4K
|
662
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 5.91% |
$13.5K - $15.4K
|
520
$246K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 5.33% |
$13.5K - $15.4K
|
573
$271K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.24% |
$13K - $14.9K
|
11.9K
$5.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28+ 0.18% |
$13K - $14.9K
|
15.8K
$7.46M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 7.24% |
$12.5K - $14.3K
|
400
$189K
|
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
25+ 0.1% |
$11.6K - $13.3K
|
25.4K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
25+ 1.49% |
$11.6K - $13.3K
|
1.71K
$806K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 4.6% |
$11.6K - $13.3K
|
569
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 2.33% |
$11.1K - $12.7K
|
1.06K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23New |
$10.7K - $12.2K
|
23
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23+ 2.19% |
$10.7K - $12.2K
|
1.07K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23+ 4.78% |
$10.7K - $12.2K
|
504
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.2K - $11.7K
|
22
$10.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 2.92% |
$10.2K - $11.7K
|
776
$367K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
21+ 2.48% |
$9.74K - $11.1K
|
867
$410K
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
BUY
|
- |
20+ 2.52% |
$9.28K - $10.6K
|
813
$385K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20+ 3.85% |
$9.28K - $10.6K
|
539
$255K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 3.64% |
$8.81K - $10.1K
|
541
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 1.59% |
$8.81K - $10.1K
|
1.22K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.59% |
$8.35K - $9.55K
|
3.08K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18New |
$8.35K - $9.55K
|
18
$8.51K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
17New |
$7.89K - $9.02K
|
17
$8.04K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 30.77% |
$7.42K - $8.49K
|
68
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 3.15% |
$6.49K - $7.43K
|
458
$217K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14+ 0.72% |
$6.49K - $7.43K
|
1.97K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.57% |
$6.49K - $7.43K
|
2.48K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
14New |
$6.49K - $7.43K
|
14
$6.62K
|