Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
90
shares
|
$45,967
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$42,903
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
76
shares
|
$38,817
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$33,709
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
65
shares
|
$33,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
65
shares
|
$33,198
0.01% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
65
shares
|
$33,198
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
63
shares
|
$32,177
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
60
shares
|
$30,645
0.01% of portfolio
|
Q3 2020
Reduced 36.84%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
59
shares
|
$30,134
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
56
shares
|
$28,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
54
shares
|
$27,580
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52
shares
|
$26,559
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$25,537
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
49
shares
|
$25,026
0.01% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
47
shares
|
$24,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
46
shares
|
$23,494
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
44
shares
|
$22,473
0.01% of portfolio
|
Q1 2024
Added 2.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
43
shares
|
$21,962
0.0% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
42
shares
|
$21,451
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
41
shares
|
$20,940
0.0% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$20,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$20,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$20,430
0.0% of portfolio
|
Q2 2024
Reduced 47.37%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
40
shares
|
$20,430
0.01% of portfolio
|
Q1 2020
New holding
|