Watsco Ownership 2024 | Who Owns Watsco Now?
Institutional Ownership
27.41%
Insider Ownership
0.63%
Retail Ownership
71.97%
Institutional Holders
430.00
Watsco Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 10.20% | 0.04% | 3,761,294 | 96,607 | 2.64% | 1,742,381,972 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.44% | 0.03% | 3,482,625 | 70,731 | 2.07% | 1,613,291,205 | Jun 30, 2024 |
| FMR LLC | 8.89% | 0.10% | 3,277,689 | 229,521 | 7.53% | 1,518,356,837 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.17% | 1.74% | 1,536,756 | -148,805 | -8.83% | 711,886,901 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 3.85% | 0.51% | 1,419,839 | -38,531 | -2.64% | 657,726,218 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.23% | 0.11% | 1,190,781 | -51,245 | -4.13% | 551,617,975 | Jun 30, 2024 |
| STATE STREET CORP | 3.00% | 0.02% | 1,107,916 | -61,055 | -5.22% | 513,231,008,000 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 2.17% | 1.14% | 801,152 | 9,141 | 1.15% | 371,125,844 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.00% | 0.06% | 739,019 | 1 | 0.00% | 342,343,026 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.74% | 0.03% | 641,076 | 39,847 | 6.63% | 296,503,410 | Jun 30, 2024 |
| MORGAN STANLEY | 1.69% | 0.02% | 622,033 | 335,818 | 117.33% | 288,151,890 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.63% | 0.23% | 599,233 | -14,840 | -2.42% | 277,584,647 | Jun 30, 2024 |
| MARKEL GROUP INC. | 1.55% | 2.60% | 571,250 | 5,000 | 0.88% | 264,625,850 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.42% | 0.04% | 523,949 | -121,183 | -18.78% | 242,714,135 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.32% | 0.05% | 488,118 | -33,389 | -6.40% | 226,115,884 | Jun 30, 2024 |
| BARCLAYS PLC | 1.24% | 0.07% | 458,869 | 102,085 | 28.61% | 212,567,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.15% | 0.02% | 422,216 | -31,888 | -7.02% | 195,587,503 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.07% | 0.03% | 393,032 | 6,320 | 1.63% | 182,068,023 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.97% | 0.11% | 358,843 | -7,896 | -2.15% | 166,230,548 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.94% | 5.11% | 346,824 | -2,710 | -0.78% | 160,662,955 | Jun 30, 2024 |
Watsco's largest institutional shareholder is BLACKROCK INC., holding 10.20% of the company's total share outstanding, currently valued at $1.74B. The top 10 institutional shareholders own together 48.70% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CALEDONIA INVESTMENTS PLC | 0.58% | 11.90% | 213,427 | -12,000 | -5.32% | 98,938,354 | Jun 30, 2024 |
| PATRICK MAURO INVESTMENT ADVISOR, INC. | 0.07% | 7.17% | 26,687 | -2,724 | -9.26% | 12,362,274 | Jun 30, 2024 |
| CROWN OAK ADVISORS, LLC | 0.06% | 5.55% | 21,205 | 33 | 0.16% | 9,822,776 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.94% | 5.11% | 346,824 | -2,710 | -0.78% | 160,662,955 | Jun 30, 2024 |
| HAMLIN CAPITAL MANAGEMENT, LLC | 0.79% | 4.00% | 292,894 | -2,457 | -0.83% | 135,764,989 | Jun 30, 2024 |
| PEMBROKE MANAGEMENT, LTD | 0.17% | 3.85% | 61,904 | -3,376 | -5.17% | 28,676,409 | Jun 30, 2024 |
| GRACE & WHITE INC /NY | 0.12% | 3.70% | 42,550 | -75 | -0.18% | 19,710,862 | Jun 30, 2024 |
| KENSINGTON INVESTMENT COUNSEL, LLC | 0.05% | 3.57% | 17,405 | 464 | 2.74% | 8,062,692 | Jun 30, 2024 |
| LAFLEUR & GODFREY LLC | 0.12% | 2.88% | 42,404 | -1,087 | -2.50% | 19,643,199 | Jun 30, 2024 |
| APPLIED CAPITAL LLC/FL | 0.02% | 2.83% | 6,985 | 85 | 1.23% | 3,235,731 | Jun 30, 2024 |
| JADE CAPITAL ADVISORS, LLC | 0.02% | 2.78% | 8,500 | 8,500 | 100.00% | 3,937,540 | Jun 30, 2024 |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.34% | 2.77% | 125,060 | -10,672 | -7.86% | 57,932,795 | Jun 30, 2024 |
| BASKIN FINANCIAL SERVICES INC. | 0.18% | 2.63% | 66,409 | 553 | 0.84% | 30,763,000 | Jun 30, 2024 |
| MARKEL GROUP INC. | 1.55% | 2.60% | 571,250 | 5,000 | 0.88% | 264,625,850 | Jun 30, 2024 |
| WILKINSON GLOBAL ASSET MANAGEMENT LLC | 0.24% | 2.57% | 88,575 | -3,275 | -3.57% | 41,031,483 | Jun 30, 2024 |
| PROSPECT CAPITAL ADVISORS, LLC | 0.04% | 2.52% | 12,890 | -770 | -5.64% | 5,971,164 | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | 0.04% | 2.45% | 16,072 | -671 | -4.01% | 7,445,362 | Jun 30, 2024 |
| COVINGTON INVESTMENT ADVISORS INC. | 0.09% | 2.39% | 32,200 | -1,030 | -3.10% | 14,916,000 | Jun 30, 2024 |
| MONTE FINANCIAL GROUP, LLC | 0.03% | 2.30% | 11,264 | -110 | -0.97% | 5,217,943 | Jun 30, 2024 |
| BUCK WEALTH STRATEGIES, LLC | 0.04% | 2.06% | 15,086 | 15,086 | 100.00% | 6,989,034 | Jun 30, 2024 |
The largest Watsco shareholder by % of total assets is CALEDONIA INVESTMENTS PLC. The company owns 213.43K shares of Watsco (WSO), representing 11.90% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.69% | 0.02% | 622,033 | 335,818 | 117.33% | 288,151,890 | Jun 30, 2024 |
| NORGES BANK | 0.64% | 0.02% | 236,695 | 236,695 | 100.00% | 109,646,592 | Jun 30, 2024 |
| FMR LLC | 8.89% | 0.10% | 3,277,689 | 229,521 | 7.53% | 1,518,356,837 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.41% | 0.12% | 150,764 | 149,766 | 15006.61% | 69,839,915 | Jun 30, 2024 |
| BARCLAYS PLC | 1.24% | 0.07% | 458,869 | 102,085 | 28.61% | 212,567,000 | Jun 30, 2024 |
| BLACKROCK INC. | 10.20% | 0.04% | 3,761,294 | 96,607 | 2.64% | 1,742,381,972 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.86% | 0.02% | 316,669 | 81,766 | 34.81% | 146,693,754 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.44% | 0.03% | 3,482,625 | 70,731 | 2.07% | 1,613,291,205 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.15% | 0.03% | 54,800 | 54,800 | 100.00% | 25,385,552 | Jun 30, 2024 |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 0.16% | 0.33% | 58,235 | 53,756 | 1200.18% | 26,976,782 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.12% | 0.01% | 45,020 | 43,850 | 3747.86% | 20,855,065 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.11% | 0.10% | 40,510 | 40,510 | 100.00% | 18,765,852 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.74% | 0.03% | 641,076 | 39,847 | 6.63% | 296,503,410 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.61% | 0.03% | 223,912 | 31,947 | 16.64% | 103,725,386 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.74% | 0.02% | 271,625 | 27,004 | 11.04% | 125,827,565,000 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.07% | 0.26% | 25,344 | 25,344 | 100.00% | 11,740,355 | Jun 30, 2024 |
| EULAV ASSET MANAGEMENT | 0.07% | 0.31% | 24,600 | 24,600 | 100.00% | 11,395,704 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.06% | - | 23,543 | 23,543 | 100.00% | 49,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.09% | 0.00% | 32,972 | 22,446 | 213.24% | 15,903,384 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.06% | 0.18% | 20,511 | 20,511 | 100.00% | 9,501,516 | Jun 30, 2024 |
As of Jun 30 2024, Watsco's largest institutional buyer is MORGAN STANLEY. The company purchased 335.82K stocks of WSO, valued at $288.15M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.75% | 0.03% | 277,717 | -198,637 | -41.70% | 128,649,623 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.17% | 1.74% | 1,536,756 | -148,805 | -8.83% | 711,886,901 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.42% | 0.04% | 523,949 | -121,183 | -18.78% | 242,714,135 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.37% | 0.06% | 137,509 | -75,238 | -35.37% | 63,699,678 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.31% | 0.03% | 112,689 | -72,944 | -39.29% | 52,201,929 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.73% | 0.26% | 270,987 | -64,625 | -19.26% | 125,532,112 | Jun 30, 2024 |
| STATE STREET CORP | 3.00% | 0.02% | 1,107,916 | -61,055 | -5.22% | 513,231,008,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.35% | 0.10% | 129,543 | -58,070 | -30.95% | 60,009,499 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.88% | 0.91% | 326,009 | -54,179 | -14.25% | 150,815,615 | Jun 30, 2024 |
| KBC GROUP NV | 0.02% | 0.01% | 6,325 | -53,632 | -89.45% | 2,930,000 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.23% | 0.05% | 84,233 | -51,388 | -37.89% | 39,245,839 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.23% | 0.11% | 1,190,781 | -51,245 | -4.13% | 551,617,975 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -50,779 | -100.00% | - | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 0.32% | 0.24% | 118,058 | -50,400 | -29.92% | 54,689,000 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.92% | 0.37% | 339,152 | -49,245 | -12.68% | 157,108,772 | Jun 30, 2024 |
| CAPITAL ADVISORS INC/OK | 0.16% | 0.57% | 59,752 | -43,149 | -41.93% | 27,679,536 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -41,492 | -100.00% | - | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 3.85% | 0.51% | 1,419,839 | -38,531 | -2.64% | 657,726,218 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.33% | 0.79% | 120,712 | -36,047 | -23.00% | 55,914,000 | Jun 30, 2024 |
| ANCHOR CAPITAL ADVISORS LLC | 0.25% | 1.20% | 92,183 | -35,611 | -27.87% | 42,702,694 | Jun 30, 2024 |
As of Jun 30 2024, Watsco's biggest institutional seller is INVESCO LTD.. The company sold -0.20M shares of WSO, valued at $128.65M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.64% | 0.02% | 236,695 | 236,695 | 100.00% | 109,646,592 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.15% | 0.03% | 54,800 | 54,800 | 100.00% | 25,385,552 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.11% | 0.10% | 40,510 | 40,510 | 100.00% | 18,765,852 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.07% | 0.26% | 25,344 | 25,344 | 100.00% | 11,740,355 | Jun 30, 2024 |
| EULAV ASSET MANAGEMENT | 0.07% | 0.31% | 24,600 | 24,600 | 100.00% | 11,395,704 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.06% | - | 23,543 | 23,543 | 100.00% | 49,000 | Jun 30, 2024 |
| ABRDN PLC | 0.04% | 0.01% | 14,824 | 14,824 | 100.00% | 6,867,070 | Jun 30, 2024 |
| 0.04% | 0.18% | 13,660 | 13,660 | 100.00% | 6,327,794 | Jun 30, 2024 | |
| CARDEROCK CAPITAL MANAGEMENT INC | 0.03% | 1.35% | 11,147 | 11,147 | 100.00% | 5,163,736 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.03% | 0.08% | 10,000 | 10,000 | 100.00% | 4,632,400 | Jun 30, 2024 |
| JADE CAPITAL ADVISORS, LLC | 0.02% | 2.78% | 8,500 | 8,500 | 100.00% | 3,937,540 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 8,119 | 8,119 | 100.00% | 3,761,000 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.02% | 0.97% | 7,319 | 7,319 | 100.00% | 3,391,000 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.02% | 0.07% | 6,487 | 6,487 | 100.00% | 215,420 | Jun 30, 2024 |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 0.01% | 0.14% | 5,353 | 5,353 | 100.00% | 2,479,724 | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | 0.01% | 0.02% | 5,253 | 5,253 | 100.00% | 2,433,400 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.01% | 0.10% | 4,933 | 4,933 | 100.00% | 2,285,186 | Jun 30, 2024 |
| GATEWAY INVESTMENT ADVISERS LLC | 0.01% | 0.02% | 4,553 | 4,553 | 100.00% | 2,109,132 | Jun 30, 2024 |
| RETIREFUL, LLC | 0.01% | 0.87% | 3,990 | 3,990 | 100.00% | 1,848,328 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.01% | 0.17% | 3,093 | 3,093 | 100.00% | 1,432,801 | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | 0.01% | 0.12% | 2,984 | 2,984 | 100.00% | 1,385,000 | Jun 30, 2024 |
| BELLWETHER ADVISORS, LLC | 0.01% | 0.27% | 2,789 | 2,789 | 100.00% | 1,291,930 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.01% | 0.30% | 2,589 | 2,589 | 100.00% | 1,199,328 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.01% | 0.11% | 2,303 | 2,303 | 100.00% | 1,066,842 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 2,300 | 2,300 | 100.00% | 1,065,452 | Jun 30, 2024 |
| CITIZENS FINANCIAL GROUP INC/RI | 0.01% | 0.02% | 2,288 | 2,288 | 100.00% | 1,059,963 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.12% | 2,267 | 2,267 | 100.00% | 1,051,000 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.04% | 1,975 | 1,975 | 100.00% | 914,965 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.01% | 1,887 | 1,887 | 100.00% | 874,134 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.01% | 0.24% | 1,850 | 1,850 | 100.00% | 856,994 | Jun 30, 2024 |
| M&G PLC | 0.00% | 0.00% | 1,774 | 1,774 | 100.00% | 821,362 | Jun 30, 2024 |
| 0.00% | 0.10% | 1,658 | 1,658 | 100.00% | 764,618 | Jun 30, 2024 | |
| SKYE GLOBAL MANAGEMENT LP | 0.00% | 0.02% | 1,575 | 1,575 | 100.00% | 729,603 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.05% | 1,462 | 1,462 | 100.00% | 677,257 | Jun 30, 2024 |
| CRANBROOK WEALTH MANAGEMENT, LLC | 0.00% | 0.15% | 1,304 | 1,304 | 100.00% | 604,065 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 1,211 | 1,211 | 100.00% | 560,984 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.33% | 1,200 | 1,200 | 100.00% | 555,887 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 1,173 | 1,173 | 100.00% | 543,381 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.00% | 1,118 | 1,118 | 100.00% | 517,902 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.04% | 1,079 | 1,079 | 100.00% | 499,836 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.10% | 1,077 | 1,077 | 100.00% | 498,909 | Jun 30, 2024 |
| SEEDS INVESTOR LLC | 0.00% | 0.25% | 1,061 | 1,061 | 100.00% | 491,500 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.25% | 953 | 953 | 100.00% | 441,693 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 940 | 940 | 100.00% | 435,446 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.12% | 864 | 864 | 100.00% | 400,238 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.10% | 811 | 811 | 100.00% | 421,631 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 807 | 807 | 100.00% | 372,000 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 792 | 792 | 100.00% | 366,886 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.00% | 0.12% | 774 | 774 | 100.00% | 358,548 | Jun 30, 2024 |
| FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.01% | 717 | 717 | 100.00% | 332,143 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 700 | 700 | 100.00% | 324,268 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.11% | 685 | 685 | 100.00% | 317,319 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 672 | 672 | 100.00% | 310,300 | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | 0.00% | 0.04% | 665 | 665 | 100.00% | 308,066 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 627 | 627 | 100.00% | 290,580 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.04% | 621 | 621 | 100.00% | 287,672 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.00% | 0.00% | 581 | 581 | 100.00% | 269,142 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.00% | 0.01% | 525 | 525 | 100.00% | 244,000 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.09% | 516 | 516 | 100.00% | 239,000 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 473 | 473 | 100.00% | 219,113 | Jun 30, 2024 |
| OARSMAN CAPITAL, INC. | 0.00% | 0.05% | 453 | 453 | 100.00% | 209,848 | Jun 30, 2024 |
| TRINITY FINANCIAL ADVISORS LLC | 0.00% | 0.09% | 452 | 452 | 100.00% | 209,271 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.00% | 0.00% | 443 | 443 | 100.00% | 205,215 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 0.15% | 443 | 443 | 100.00% | 205,215 | Jun 30, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.00% | 0.00% | 442 | 442 | 100.00% | 204,585 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.04% | 440 | 440 | 100.00% | 203,826 | Jun 30, 2024 |
| FUNDAMENTUM, LLC | 0.00% | 0.02% | 439 | 439 | 100.00% | 203,362 | Jun 30, 2024 |
| SUMMIT FINANCIAL, LLC | 0.00% | 0.01% | 435 | 435 | 100.00% | 201,509 | Jun 30, 2024 |
| RODGERS BROTHERS INC. | 0.00% | 0.03% | 433 | 433 | 100.00% | 200,583 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.14% | 402 | 402 | 100.00% | 186,214 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 351 | 351 | 100.00% | 162,597 | Jun 30, 2024 |
| GODSEY & GIBB, INC | 0.00% | 0.01% | 286 | 286 | 100.00% | 132,487 | Jun 30, 2024 |
| GEOWEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 261 | 261 | 100.00% | 120,905 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | 0.00% | 0.00% | 234 | 234 | 100.00% | 108,453 | Jun 30, 2024 |
| MASCOMA WEALTH MANAGEMENT LLC | 0.00% | 0.03% | 210 | 210 | 100.00% | 97,280 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 92,648 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 132 | 132 | 100.00% | 61,148 | Jun 30, 2024 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 46,324 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 39 | 39 | 100.00% | 18,066 | Jun 30, 2024 |
| STUDIO INVESTMENT MANAGEMENT LLC | 0.00% | 0.00% | 38 | 38 | 100.00% | 17,603 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 34 | 34 | 100.00% | 15,751 | Jun 30, 2024 |
| OSSIAM | 0.00% | 0.00% | 28 | 28 | 100.00% | 12,971 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.01% | 26 | 26 | 100.00% | 12,044 | Jun 30, 2024 |
| ST GERMAIN D J CO INC | 0.00% | 0.00% | 20 | 20 | 100.00% | 9,265 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 14 | 14 | 100.00% | 6,485 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 13 | 13 | 100.00% | 6,022 | Jun 30, 2024 |
| PINERIDGE ADVISORS LLC | - | 0.00% | 12 | 12 | 100.00% | 5,559 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 11 | 11 | 100.00% | 5,095 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | - | 0.00% | 11 | 11 | 100.00% | 5,096 | Jun 30, 2024 |
| HAZLETT, BURT & WATSON, INC. | - | 0.00% | 10 | 10 | 100.00% | 5,000 | Jun 30, 2024 |
| FSC WEALTH ADVISORS, LLC | - | 0.00% | 10 | 10 | 100.00% | 4,632 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 4 | 4 | 100.00% | 1,853 | Jun 30, 2024 |
| BOK FINANCIAL PRIVATE WEALTH, INC. | - | 0.00% | 2 | 2 | 100.00% | 927 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 2 | 2 | 100.00% | 923 | Jun 30, 2024 |
Watsco's largest new institutional shareholder by number of shares is NORGES BANK, purchased 236.69K shares, valued at $109.65M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WOODLINE PARTNERS LP | - | - | - | -50,779 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -41,492 | -100.00% | - | Jun 30, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -15,107 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -12,283 | -100.00% | - | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -9,023 | -100.00% | - | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | - | - | -8,902 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -8,000 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -4,309 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -3,626 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -3,067 | -100.00% | - | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | - | - | - | -2,925 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -2,860 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -2,828 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| NORDWAND ADVISORS, LLC | - | - | - | -2,768 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -2,655 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,451 | -100.00% | - | Jun 30, 2024 |
| LA BANQUE POSTALE ASSET MANAGEMENT SA | - | - | - | -2,198 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -2,186 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -1,987 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -1,922 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | - | - | - | -1,376 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -1,353 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -1,321 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -1,221 | -100.00% | - | Jun 30, 2024 |
| NORTHEAST FINANCIAL CONSULTANTS INC | - | - | - | -1,200 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -1,137 | -100.00% | - | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | - | - | - | -1,120 | -100.00% | - | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | - | - | - | -986 | -100.00% | - | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | - | - | - | -955 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -930 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -860 | -100.00% | - | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | - | - | - | -798 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -778 | -100.00% | - | Jun 30, 2024 |
| PALOGIC VALUE MANAGEMENT, L.P. | - | - | - | -772 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -701 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -677 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -642 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -626 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -597 | -100.00% | - | Jun 30, 2024 |
| BOYAR ASSET MANAGEMENT INC. | - | - | - | -559 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -536 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -535 | -100.00% | - | Jun 30, 2024 |
| KOSHINSKI ASSET MANAGEMENT, INC. | - | - | - | -533 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -524 | -100.00% | - | Jun 30, 2024 |
| KNOWLEDGE LEADERS CAPITAL, LLC | - | - | - | -518 | -100.00% | - | Jun 30, 2024 |
| COTTONWOOD CAPITAL ADVISORS, LLC | - | - | - | -501 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -494 | -100.00% | - | Jun 30, 2024 |
| SVB WEALTH LLC | - | - | - | -466 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -440 | -100.00% | - | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -419 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -329 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -133 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -87 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -71 | -100.00% | - | Jun 30, 2024 |
| ORG PARTNERS LLC | - | - | - | -71 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| ROCKY MOUNTAIN ADVISERS, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CAPITAL ADVISORY, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Watsco's largest sold out institutional shareholder by shares sold is WOODLINE PARTNERS LP, sold -50.78K shares, valued at -, as of undefined.
Watsco Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Kelly Strategic ETF Trust | 0.19% | 5,205 | 2,069 | 65.98% | Feb 29, 2024 |
| BBR ALO Fund, LLC | 0.12% | 12,840 | - | - | Dec 31, 2023 |
| FIDELITY MAGELLAN FUND | 0.11% | 849,950 | 849,950 | - | Mar 31, 2024 |
| OSI ETF Trust | 0.07% | 11,845 | 635 | 5.66% | Mar 31, 2022 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 255,718 | -18,831 | -6.86% | Mar 28, 2024 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.06% | 1,400 | - | - | Jan 31, 2024 |
| COLUMBIA ACORN TRUST | 0.06% | 185,652 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 20,941 | -1,047 | -4.76% | Jan 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.05% | 382,533 | - | - | Dec 31, 2023 |
| HEARTLAND GROUP INC | 0.04% | 25,162 | 7,991 | 46.54% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 23,034 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.04% | 87,965 | 18,397 | 26.44% | Feb 29, 2024 |
| NEIMAN FUNDS | 0.04% | 6,400 | 700 | 12.28% | Mar 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.04% | 117,594 | -1,079 | -0.91% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 3,268 | - | - | Feb 29, 2024 |
| VIRTUS EQUITY TRUST | 0.03% | 287,472 | 7,420 | 2.65% | Mar 28, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.03% | 337,823 | -15,061 | -4.27% | Feb 29, 2024 |
| Absolute Shares Trust | 0.03% | 12,375 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.03% | 10,700 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.03% | 458 | - | - | Dec 31, 2023 |
| CONESTOGA FUNDS | 0.03% | 31,750 | 1,495 | 4.94% | Mar 31, 2024 |
| WANGER ADVISORS TRUST | 0.02% | 13,500 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 637 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 159,492 | 113,700 | 248.30% | Mar 31, 2024 |
| MARSICO INVESTMENT FUND | 0.02% | 22,423 | -6,303 | -21.94% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 58,300 | - | - | Mar 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.02% | 21,720 | - | - | Dec 31, 2023 |
| Federated Hermes Index Trust | 0.02% | 3,620 | -92 | -2.48% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.02% | 12,900 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 69,015 | 31 | 0.04% | Feb 29, 2024 |
| Neuberger Berman MLP & Energy Income Fund Inc. | 0.02% | 5,000 | - | - | Feb 29, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.02% | 1,840 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 57,137 | -13,922 | -19.59% | Jan 31, 2024 |
| RMB INVESTORS TRUST | 0.01% | 7,586 | - | - | Dec 31, 2023 |
| M FUND INC | 0.01% | 6,670 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.01% | 2,177 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 132,887 | -22,309 | -14.37% | Mar 31, 2024 |
| Global Beta ETF Trust | 0.01% | 33 | - | - | May 31, 2022 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.01% | 17,934 | -472 | -2.56% | Mar 28, 2024 |
| FMI FUNDS INC | 0.01% | 85,000 | - | - | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 1,500 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,051 | - | - | Mar 28, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.01% | 111,979 | 2,200 | 2.00% | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.01% | 3,610 | - | - | Mar 28, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.01% | 56,000 | - | - | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.01% | 18,100 | 18,100 | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.01% | 4,800 | -200 | -4.00% | Mar 31, 2024 |
| Monteagle Funds | 0.01% | 300 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,845,320 | -524,027 | -15.55% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 142 | -20 | -12.35% | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 12,334 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 1,562 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 110,964 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 96,958 | 15,000 | 18.30% | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.00% | 108,647 | - | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 300,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.00% | 1,994 | 183 | 10.10% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 806 | -95 | -10.54% | Mar 31, 2024 |
| Zacks Trust | 0.00% | 315 | 198 | 169.23% | Feb 29, 2024 |
| ROYCE FUND | 0.00% | 22,170 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.00% | 9,601 | -7,771 | -44.73% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 1,789 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 279,191 | -3,500 | -1.24% | Jan 31, 2024 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.00% | 99,889 | 35,229 | 54.48% | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.00% | 359 | -115 | -24.26% | Sep 30, 2020 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 231,133 | 58,160 | 33.62% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 6,897 | -581 | -7.77% | Mar 31, 2024 |
| Harbor ETF Trust | 0.00% | 11,922 | 842 | 7.60% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 3,606 | 513 | 16.59% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 14,944 | 223 | 1.51% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 8,949 | 7,973 | 816.91% | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 4,510 | -8,908 | -66.39% | Mar 31, 2024 |
| TrimTabs ETF Trust | 0.00% | 1,275 | - | - | Jan 31, 2024 |
| Voya Infrastructure, Industrials & Materials Fund | 0.00% | 493 | 37 | 8.11% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 476,437 | -173,070 | -26.65% | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 8,745 | -106 | -1.20% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.00% | 1,600 | - | - | Mar 31, 2022 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.00% | 4,600 | 4,600 | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 4,000 | - | - | Mar 28, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 147,726 | -1,330 | -0.89% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 297,402 | 11,612 | 4.06% | Feb 29, 2024 |
| John Hancock Funds III | 0.00% | 21,786 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 39,500 | 3,200 | 8.82% | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 6,596 | -400 | -5.72% | Mar 28, 2024 |
| NUVEEN INVESTMENT TRUST | 0.00% | 700 | - | - | Mar 31, 2024 |
| INCOME FUND OF AMERICA | 0.00% | 439,018 | -169,282 | -27.83% | Jan 31, 2024 |
| Natixis Funds Trust IV | 0.00% | 378 | 16 | 4.42% | Jan 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 672 | 212 | 46.09% | Sep 30, 2020 |
| SCHWAB STRATEGIC TRUST | 0.00% | 705,058 | 814 | 0.12% | Feb 29, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 61,400 | 61,400 | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 7,053 | - | - | Aug 31, 2023 |
| Horizon Funds | 0.00% | 2,125 | - | - | Feb 29, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 1,117 | 3 | 0.27% | Feb 29, 2024 |
| Lattice Strategies Trust | 0.00% | 1,558 | -1,796 | -53.55% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 5,468 | -57,012 | -91.25% | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 76,747 | 37,714 | 96.62% | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 684 | -24 | -3.39% | Sep 30, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 38,310 | -17,082 | -30.84% | Jan 31, 2024 |
| CENTAUR MUTUAL FUNDS TRUST | 0.00% | 130 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST VII | 0.00% | 141 | -2 | -1.40% | Jan 31, 2024 |
Watsco's largest mutual fund holder by % of total assets is "Kelly Strategic ETF Trust", owning 5.21K shares, compromising 0.19% of its total assets.
Watsco Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 430 | -42.97% |
| 31 Mar, 24 | 754 | 2.86% |
| 31 Dec, 23 | 733 | 5.92% |
| 30 Sep, 23 | 692 | 1.62% |
| 30 Jun, 23 | 681 | 10.73% |
| 31 Mar, 23 | 615 | 6.96% |
| 31 Dec, 22 | 575 | 6.88% |
| 30 Sep, 22 | 538 | 3.86% |
| 30 Jun, 22 | 518 | 4.65% |
| 31 Mar, 22 | 495 | -5.17% |
| 31 Dec, 21 | 522 | 8.30% |
| 30 Sep, 21 | 482 | - |
| 30 Jun, 21 | 482 | 2.99% |
| 31 Mar, 21 | 468 | 4.93% |
| 31 Dec, 20 | 446 | - |
| 30 Sep, 20 | 446 | 13.20% |
| 30 Jun, 20 | 394 | 4.23% |
| 31 Mar, 20 | 378 | -5.03% |
| 31 Dec, 19 | 398 | 4.74% |
| 30 Sep, 19 | 380 | -2.56% |
| 30 Jun, 19 | 390 | 3.17% |
| 31 Mar, 19 | 378 | 7.39% |
| 31 Dec, 18 | 352 | -3.56% |
| 30 Sep, 18 | 365 | 1.11% |
| 30 Jun, 18 | 361 | 2.85% |
| 31 Mar, 18 | 351 | 1.45% |
| 31 Dec, 17 | 346 | 15.33% |
| 30 Sep, 17 | 300 | -0.33% |
| 30 Jun, 17 | 301 | -4.75% |
| 31 Mar, 17 | 316 | 7.12% |
| 31 Dec, 16 | 295 | 4.98% |
| 30 Sep, 16 | 281 | 1.44% |
| 30 Jun, 16 | 277 | 4.14% |
| 31 Mar, 16 | 266 | 5.14% |
| 31 Dec, 15 | 253 | 5.42% |
| 30 Sep, 15 | 240 | 5.73% |
| 30 Jun, 15 | 227 | 9.66% |
| 31 Mar, 15 | 207 | 5.61% |
| 31 Dec, 14 | 196 | - |
| 30 Sep, 14 | 196 | -6.67% |
| 30 Jun, 14 | 210 | 2.44% |
| 31 Mar, 14 | 205 | -4.21% |
| 31 Dec, 13 | 214 | 1.90% |
| 30 Sep, 13 | 210 | 11.11% |
| 30 Jun, 13 | 189 | 152.00% |
| 31 Mar, 13 | 75 | 2.74% |
| 31 Dec, 12 | 73 | -1.35% |
| 30 Sep, 12 | 74 | - |
| 30 Jun, 12 | 74 | 15.63% |
| 31 Mar, 12 | 64 | 10.34% |
| 31 Dec, 11 | 58 | 23.40% |
| 30 Sep, 11 | 47 | -21.67% |
| 30 Jun, 11 | 60 | 20.00% |
| 31 Mar, 11 | 50 | 8.70% |
| 31 Dec, 10 | 46 | -23.33% |
| 30 Sep, 10 | 60 | 7.14% |
| 30 Jun, 10 | 56 | 3.70% |
| 31 Mar, 10 | 54 | 28.57% |
| 31 Dec, 09 | 42 | 2.44% |
| 30 Sep, 09 | 41 | -19.61% |
| 30 Jun, 09 | 51 | 24.39% |
| 31 Mar, 09 | 41 | -18.00% |
| 31 Dec, 08 | 50 | - |
| 30 Sep, 08 | 50 | 13.64% |
| 30 Jun, 08 | 44 | -4.35% |
| 31 Mar, 08 | 46 | 4.55% |
| 31 Dec, 07 | 44 | 12.82% |
| 30 Sep, 07 | 39 | -9.30% |
| 30 Jun, 07 | 43 | 2.38% |
| 31 Mar, 07 | 42 | - |
| 31 Dec, 06 | 42 | 7.69% |
| 30 Sep, 06 | 39 | 8.33% |
| 30 Jun, 06 | 36 | -18.18% |
| 31 Mar, 06 | 44 | 15.79% |
| 31 Dec, 05 | 38 | 18.75% |
| 30 Sep, 05 | 32 | - |
| 30 Jun, 05 | 32 | 6.67% |
| 31 Mar, 05 | 30 | 3.45% |
| 31 Dec, 04 | 29 | 20.83% |
| 30 Sep, 04 | 24 | -4.00% |
| 30 Jun, 04 | 25 | -16.67% |
| 31 Mar, 04 | 30 | 36.36% |
| 31 Dec, 03 | 22 | 4.76% |
| 30 Sep, 03 | 21 | - |
| 30 Jun, 03 | 21 | 5.00% |
| 31 Mar, 03 | 20 | 11.11% |
| 31 Dec, 02 | 18 | 28.57% |
| 30 Sep, 02 | 14 | -22.22% |
| 30 Jun, 02 | 18 | 5.88% |
| 31 Mar, 02 | 17 | 41.67% |
| 31 Dec, 01 | 12 | -7.69% |
| 30 Sep, 01 | 13 | -18.75% |
| 30 Jun, 01 | 16 | 23.08% |
| 31 Mar, 01 | 13 | 18.18% |
| 31 Dec, 00 | 11 | 22.22% |
| 30 Sep, 00 | 9 | -10.00% |
| 30 Jun, 00 | 10 | -16.67% |
| 31 Mar, 00 | 12 | 9.09% |
| 31 Dec, 99 | 11 | -15.38% |
| 30 Sep, 99 | 13 | -23.53% |
| 30 Jun, 99 | 17 | 30.77% |
| 31 Mar, 99 | 13 | 1200.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 430 institutions are holding Watsco's shares, representing a decrease of -42.97% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,106,399 | -71.75% |
| 31 Mar, 24 | 35,776,243 | 1.09% |
| 31 Dec, 23 | 35,391,331 | -0.44% |
| 30 Sep, 23 | 35,548,738 | 2.07% |
| 30 Jun, 23 | 34,828,828 | 1.59% |
| 31 Mar, 23 | 34,283,474 | 1.46% |
| 31 Dec, 22 | 33,790,155 | 2.35% |
| 30 Sep, 22 | 33,014,013 | 2.89% |
| 30 Jun, 22 | 32,087,155 | 4.43% |
| 31 Mar, 22 | 30,724,941 | 1.24% |
| 31 Dec, 21 | 30,349,844 | 0.12% |
| 30 Sep, 21 | 30,314,856 | -0.30% |
| 30 Jun, 21 | 30,404,595 | -0.72% |
| 31 Mar, 21 | 30,624,081 | -0.75% |
| 31 Dec, 20 | 30,854,011 | -1.05% |
| 30 Sep, 20 | 31,182,879 | -2.75% |
| 30 Jun, 20 | 32,063,360 | 2.65% |
| 31 Mar, 20 | 31,235,004 | 0.85% |
| 31 Dec, 19 | 30,970,355 | 1.36% |
| 30 Sep, 19 | 30,554,623 | 2.54% |
| 30 Jun, 19 | 29,796,847 | -0.30% |
| 31 Mar, 19 | 29,885,216 | 1.44% |
| 31 Dec, 18 | 29,462,310 | -3.56% |
| 30 Sep, 18 | 30,549,214 | -2.80% |
| 30 Jun, 18 | 31,429,535 | 1.51% |
| 31 Mar, 18 | 30,961,740 | 1.80% |
| 31 Dec, 17 | 30,413,546 | 2.12% |
| 30 Sep, 17 | 29,780,844 | 1.13% |
| 30 Jun, 17 | 29,447,882 | 3.20% |
| 31 Mar, 17 | 28,535,489 | 18.30% |
| 31 Dec, 16 | 24,121,192 | 0.65% |
| 30 Sep, 16 | 23,966,307 | -0.51% |
| 30 Jun, 16 | 24,089,145 | 0.29% |
| 31 Mar, 16 | 24,018,671 | 1.54% |
| 31 Dec, 15 | 23,654,243 | -0.01% |
| 30 Sep, 15 | 23,657,399 | -2.30% |
| 30 Jun, 15 | 24,213,502 | -1.07% |
| 31 Mar, 15 | 24,476,487 | -0.63% |
| 31 Dec, 14 | 24,632,513 | 1.99% |
| 30 Sep, 14 | 24,151,022 | 0.56% |
| 30 Jun, 14 | 24,015,580 | -0.01% |
| 31 Mar, 14 | 24,017,662 | 3.02% |
| 31 Dec, 13 | 23,314,546 | -2.24% |
| 30 Sep, 13 | 23,848,526 | 3.19% |
| 30 Jun, 13 | 23,111,758 | 96.52% |
| 31 Mar, 13 | 11,760,536 | -18.74% |
| 31 Dec, 12 | 14,472,905 | 0.25% |
| 30 Sep, 12 | 14,437,520 | 2.13% |
| 30 Jun, 12 | 14,137,035 | 10.41% |
| 31 Mar, 12 | 12,804,151 | 9.16% |
| 31 Dec, 11 | 11,729,349 | 10.94% |
| 30 Sep, 11 | 10,572,335 | -16.80% |
| 30 Jun, 11 | 12,707,435 | 23.59% |
| 31 Mar, 11 | 10,281,732 | -13.94% |
| 31 Dec, 10 | 11,947,604 | -16.55% |
| 30 Sep, 10 | 14,316,519 | 13.68% |
| 30 Jun, 10 | 12,593,489 | 21.65% |
| 31 Mar, 10 | 10,351,884 | 27.20% |
| 31 Dec, 09 | 8,138,345 | 37.51% |
| 30 Sep, 09 | 5,918,369 | -15.14% |
| 30 Jun, 09 | 6,973,988 | 2.75% |
| 31 Mar, 09 | 6,787,643 | -34.88% |
| 31 Dec, 08 | 10,423,393 | 81.32% |
| 30 Sep, 08 | 5,748,689 | 29.33% |
| 30 Jun, 08 | 4,444,917 | -26.26% |
| 31 Mar, 08 | 6,027,631 | 10.92% |
| 31 Dec, 07 | 5,434,361 | -29.86% |
| 30 Sep, 07 | 7,748,143 | 22.30% |
| 30 Jun, 07 | 6,335,244 | -20.79% |
| 31 Mar, 07 | 7,998,371 | -7.35% |
| 31 Dec, 06 | 8,632,791 | 9.73% |
| 30 Sep, 06 | 7,867,347 | 2.53% |
| 30 Jun, 06 | 7,673,059 | -17.17% |
| 31 Mar, 06 | 9,263,263 | 24.21% |
| 31 Dec, 05 | 7,457,445 | -6.61% |
| 30 Sep, 05 | 7,985,474 | 1.03% |
| 30 Jun, 05 | 7,904,216 | 0.63% |
| 31 Mar, 05 | 7,854,437 | 33.26% |
| 31 Dec, 04 | 5,894,218 | 10.73% |
| 30 Sep, 04 | 5,323,088 | 2.46% |
| 30 Jun, 04 | 5,195,111 | 3.48% |
| 31 Mar, 04 | 5,020,545 | 23.78% |
| 31 Dec, 03 | 4,055,983 | 65.67% |
| 30 Sep, 03 | 2,448,241 | 25.89% |
| 30 Jun, 03 | 1,944,723 | -4.65% |
| 31 Mar, 03 | 2,039,656 | -28.66% |
| 31 Dec, 02 | 2,859,092 | 131.78% |
| 30 Sep, 02 | 1,233,557 | -53.09% |
| 30 Jun, 02 | 2,629,534 | -27.78% |
| 31 Mar, 02 | 3,641,012 | -16.52% |
| 31 Dec, 01 | 4,361,399 | -0.74% |
| 30 Sep, 01 | 4,394,135 | -10.25% |
| 30 Jun, 01 | 4,895,805 | 3.19% |
| 31 Mar, 01 | 4,744,614 | 8.98% |
| 31 Dec, 00 | 4,353,565 | 5.26% |
| 30 Sep, 00 | 4,136,001 | 3.38% |
| 30 Jun, 00 | 4,000,742 | -3.65% |
| 31 Mar, 00 | 4,152,197 | 246.43% |
| 31 Dec, 99 | 1,198,572 | -75.44% |
| 30 Sep, 99 | 4,880,984 | -20.92% |
| 30 Jun, 99 | 6,171,941 | 15.97% |
| 31 Mar, 99 | 5,322,189 | 90644.91% |
| 31 Dec, 98 | 5,865 | - |
Watsco (WSO) has 10.11M shares outstanding as of 30 Jun 24, down -71.75% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 27.41% | 0.29% |
| 31 Mar, 24 | 97.02% | 1.20% |
| 31 Dec, 23 | 89.73% | 0.94% |
| 30 Sep, 23 | 97.54% | 1.06% |
| 30 Jun, 23 | 95.93% | 1.07% |
| 31 Mar, 23 | 94.73% | 1.25% |
| 31 Dec, 22 | 87.20% | 1.01% |
| 30 Sep, 22 | 93.13% | 1.13% |
| 30 Jun, 22 | 90.63% | 1.20% |
| 31 Mar, 22 | 86.92% | 1.17% |
| 31 Dec, 21 | 86.11% | 1.16% |
| 30 Sep, 21 | 85.97% | 1.15% |
| 30 Jun, 21 | 86.31% | 1.14% |
| 31 Mar, 21 | 87.05% | 1.36% |
| 31 Dec, 20 | 79.99% | 1.22% |
| 30 Sep, 20 | 81.03% | 1.16% |
| 30 Jun, 20 | 83.45% | 1.26% |
| 31 Mar, 20 | 81.45% | 1.02% |
| 31 Dec, 19 | 89.39% | 1.39% |
| 30 Sep, 19 | 80.19% | 1.28% |
| 30 Jun, 19 | 79.12% | 1.25% |
| 31 Mar, 19 | 79.41% | 1.28% |
| 31 Dec, 18 | 78.65% | 1.18% |
| 30 Sep, 18 | 81.62% | 1.15% |
| 30 Jun, 18 | 84.11% | 1.23% |
| 31 Mar, 18 | 82.86% | 1.24% |
| 31 Dec, 17 | 81.69% | 1.18% |
| 30 Sep, 17 | 83.32% | 1.23% |
| 30 Jun, 17 | 82.47% | 1.29% |
| 31 Mar, 17 | 80.00% | 1.74% |
| 31 Dec, 16 | 67.89% | 1.49% |
| 30 Sep, 16 | 67.46% | 1.46% |
| 30 Jun, 16 | 67.91% | 1.48% |
| 31 Mar, 16 | 67.78% | 1.51% |
| 31 Dec, 15 | 66.99% | 1.49% |
| 30 Sep, 15 | 67.05% | 1.42% |
| 30 Jun, 15 | 68.69% | 1.42% |
| 31 Mar, 15 | 69.53% | 1.40% |
| 31 Dec, 14 | 70.37% | 1.48% |
| 30 Sep, 14 | 69.02% | 1.46% |
| 30 Jun, 14 | 68.70% | 1.46% |
| 31 Mar, 14 | 68.69% | 1.52% |
| 31 Dec, 13 | 67.14% | 1.42% |
| 30 Sep, 13 | 68.69% | 1.54% |
| 30 Jun, 13 | 66.68% | 5.78% |
| 31 Mar, 13 | 33.96% | 1.93% |
| 31 Dec, 12 | 41.92% | 2.39% |
| 30 Sep, 12 | 41.86% | 2.49% |
| 30 Jun, 12 | 41.00% | 2.74% |
| 31 Mar, 12 | 38.66% | 3.06% |
| 31 Dec, 11 | 35.54% | 3.46% |
| 30 Sep, 11 | 32.03% | 2.15% |
| 30 Jun, 11 | 38.57% | 3.96% |
| 31 Mar, 11 | 31.23% | 2.30% |
| 31 Dec, 10 | 36.82% | 1.67% |
| 30 Sep, 10 | 46.94% | 2.75% |
| 30 Jun, 10 | 41.34% | 3.56% |
| 31 Mar, 10 | 34.09% | 4.37% |
| 31 Dec, 09 | 27.94% | 7.27% |
| 30 Sep, 09 | 19.61% | 3.29% |
| 30 Jun, 09 | 24.41% | 3.77% |
| 31 Mar, 09 | 25.45% | 1.64% |
| 31 Dec, 08 | 39.40% | 8.40% |
| 30 Sep, 08 | 21.66% | 7.68% |
| 30 Jun, 08 | 16.79% | 3.19% |
| 31 Mar, 08 | 22.94% | 5.37% |
| 31 Dec, 07 | 20.67% | 2.40% |
| 30 Sep, 07 | 29.35% | 5.07% |
| 30 Jun, 07 | 24.06% | 2.58% |
| 31 Mar, 07 | 30.52% | 2.80% |
| 31 Dec, 06 | 33.01% | 3.64% |
| 30 Sep, 06 | 30.10% | 3.51% |
| 30 Jun, 06 | 29.30% | 2.33% |
| 31 Mar, 06 | 35.46% | 4.33% |
| 31 Dec, 05 | 28.63% | 3.04% |
| 30 Sep, 05 | 30.68% | 3.33% |
| 30 Jun, 05 | 30.35% | 3.31% |
| 31 Mar, 05 | 30.29% | 5.67% |
| 31 Dec, 04 | 23.11% | 5.33% |
| 30 Sep, 04 | 20.83% | 5.00% |
| 30 Jun, 04 | 20.41% | 5.19% |
| 31 Mar, 04 | 19.83% | 7.59% |
| 31 Dec, 03 | 16.17% | 16.94% |
| 30 Sep, 03 | 9.77% | 16.17% |
| 30 Jun, 03 | 7.77% | 11.79% |
| 31 Mar, 03 | 8.12% | 6.49% |
| 31 Dec, 02 | 11.19% | 47.31% |
| 30 Sep, 02 | 4.86% | 4.76% |
| 30 Jun, 02 | 10.11% | 5.09% |
| 31 Mar, 02 | 14.09% | 4.95% |
| 31 Dec, 01 | 16.88% | 5.90% |
| 30 Sep, 01 | 16.92% | 4.75% |
| 30 Jun, 01 | 18.88% | 5.65% |
| 31 Mar, 01 | 18.27% | 6.80% |
| 31 Dec, 00 | 16.40% | 6.69% |
| 30 Sep, 00 | 15.65% | 7.10% |
| 30 Jun, 00 | 14.85% | 6.60% |
| 31 Mar, 00 | 15.00% | 80.03% |
| 31 Dec, 99 | 4.33% | 1.50% |
| 30 Sep, 99 | 16.98% | 3.67% |
| 30 Jun, 99 | 21.50% | 6.21% |
| 31 Mar, 99 | 18.61% | 4856478.06% |
| 31 Dec, 98 | 0.02% | - |
As of 30 Jun 24, Watsco is held by 27.41% institutional shareholders, representing a 0.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 179 | -49.00% |
| 31 Mar, 24 | 351 | -2.50% |
| 31 Dec, 23 | 360 | 16.88% |
| 30 Sep, 23 | 308 | -7.51% |
| 30 Jun, 23 | 333 | -3.76% |
| 31 Mar, 23 | 346 | 11.97% |
| 31 Dec, 22 | 309 | 15.73% |
| 30 Sep, 22 | 267 | -4.64% |
| 30 Jun, 22 | 280 | 23.35% |
| 31 Mar, 22 | 227 | -20.07% |
| 31 Dec, 21 | 284 | 27.93% |
| 30 Sep, 21 | 222 | 2.78% |
| 30 Jun, 21 | 216 | -12.20% |
| 31 Mar, 21 | 246 | 14.42% |
| 31 Dec, 20 | 215 | 9.69% |
| 30 Sep, 20 | 196 | -3.45% |
| 30 Jun, 20 | 203 | 8.56% |
| 31 Mar, 20 | 187 | -9.66% |
| 31 Dec, 19 | 207 | 13.11% |
| 30 Sep, 19 | 183 | -10.73% |
| 30 Jun, 19 | 205 | -13.14% |
| 31 Mar, 19 | 236 | 39.64% |
| 31 Dec, 18 | 169 | 1.20% |
| 30 Sep, 18 | 167 | -3.47% |
| 30 Jun, 18 | 173 | -8.95% |
| 31 Mar, 18 | 190 | -4.52% |
| 31 Dec, 17 | 199 | 22.09% |
| 30 Sep, 17 | 163 | -9.44% |
| 30 Jun, 17 | 180 | -9.55% |
| 31 Mar, 17 | 199 | 30.92% |
| 31 Dec, 16 | 152 | 15.15% |
| 30 Sep, 16 | 132 | -4.35% |
| 30 Jun, 16 | 138 | -2.82% |
| 31 Mar, 16 | 142 | 3.65% |
| 31 Dec, 15 | 137 | 19.13% |
| 30 Sep, 15 | 115 | -4.17% |
| 30 Jun, 15 | 120 | 23.71% |
| 31 Mar, 15 | 97 | 14.12% |
| 31 Dec, 14 | 85 | -6.59% |
| 30 Sep, 14 | 91 | -1.09% |
| 30 Jun, 14 | 92 | -8.00% |
| 31 Mar, 14 | 100 | -13.04% |
| 31 Dec, 13 | 115 | 21.05% |
| 30 Sep, 13 | 95 | -29.10% |
| 30 Jun, 13 | 134 | 262.16% |
| 31 Mar, 13 | 37 | -2.63% |
| 31 Dec, 12 | 38 | -19.15% |
| 30 Sep, 12 | 47 | -4.08% |
| 30 Jun, 12 | 49 | 22.50% |
| 31 Mar, 12 | 40 | 5.26% |
| 31 Dec, 11 | 38 | 58.33% |
| 30 Sep, 11 | 24 | -31.43% |
| 30 Jun, 11 | 35 | 20.69% |
| 31 Mar, 11 | 29 | 16.00% |
| 31 Dec, 10 | 25 | -21.88% |
| 30 Sep, 10 | 32 | 10.34% |
| 30 Jun, 10 | 29 | - |
| 31 Mar, 10 | 29 | 7.41% |
| 31 Dec, 09 | 27 | 17.39% |
| 30 Sep, 09 | 23 | -28.13% |
| 30 Jun, 09 | 32 | 14.29% |
| 31 Mar, 09 | 28 | -12.50% |
| 31 Dec, 08 | 32 | 10.34% |
| 30 Sep, 08 | 29 | 31.82% |
| 30 Jun, 08 | 22 | -4.35% |
| 31 Mar, 08 | 23 | -20.69% |
| 31 Dec, 07 | 29 | 26.09% |
| 30 Sep, 07 | 23 | -4.17% |
| 30 Jun, 07 | 24 | - |
| 31 Mar, 07 | 24 | -4.00% |
| 31 Dec, 06 | 25 | 19.05% |
| 30 Sep, 06 | 21 | - |
| 30 Jun, 06 | 21 | -8.70% |
| 31 Mar, 06 | 23 | 9.52% |
| 31 Dec, 05 | 21 | 31.25% |
| 30 Sep, 05 | 16 | -11.11% |
| 30 Jun, 05 | 18 | 38.46% |
| 31 Mar, 05 | 13 | -31.58% |
| 31 Dec, 04 | 19 | 26.67% |
| 30 Sep, 04 | 15 | 7.14% |
| 30 Jun, 04 | 14 | -33.33% |
| 31 Mar, 04 | 21 | 40.00% |
| 31 Dec, 03 | 15 | 7.14% |
| 30 Sep, 03 | 14 | 7.69% |
| 30 Jun, 03 | 13 | -7.14% |
| 31 Mar, 03 | 14 | 7.69% |
| 31 Dec, 02 | 13 | 62.50% |
| 30 Sep, 02 | 8 | 14.29% |
| 30 Jun, 02 | 7 | -46.15% |
| 31 Mar, 02 | 13 | 85.71% |
| 31 Dec, 01 | 7 | 16.67% |
| 30 Sep, 01 | 6 | -45.45% |
| 30 Jun, 01 | 11 | 10.00% |
| 31 Mar, 01 | 10 | 66.67% |
| 31 Dec, 00 | 6 | 50.00% |
| 30 Sep, 00 | 4 | -33.33% |
| 30 Jun, 00 | 6 | -14.29% |
| 31 Mar, 00 | 7 | 16.67% |
| 31 Dec, 99 | 6 | -33.33% |
| 30 Sep, 99 | 9 | -18.18% |
| 30 Jun, 99 | 11 | -8.33% |
| 31 Mar, 99 | 12 | 1100.00% |
| 31 Dec, 98 | 1 | - |
179 institutional shareholders have increased their position in WSO stock as of 30 Jun 24 compared to 351 in the previous quarter (a -49.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 178 | -35.04% |
| 31 Mar, 24 | 274 | 4.58% |
| 31 Dec, 23 | 262 | 2.34% |
| 30 Sep, 23 | 256 | 7.11% |
| 30 Jun, 23 | 239 | 37.36% |
| 31 Mar, 23 | 174 | 0.58% |
| 31 Dec, 22 | 173 | -2.26% |
| 30 Sep, 22 | 177 | 13.46% |
| 30 Jun, 22 | 156 | -7.69% |
| 31 Mar, 22 | 169 | 10.46% |
| 31 Dec, 21 | 153 | -6.71% |
| 30 Sep, 21 | 164 | -2.96% |
| 30 Jun, 21 | 169 | 27.07% |
| 31 Mar, 21 | 133 | -18.90% |
| 31 Dec, 20 | 164 | -7.34% |
| 30 Sep, 20 | 177 | 46.28% |
| 30 Jun, 20 | 121 | -11.03% |
| 31 Mar, 20 | 136 | 11.48% |
| 31 Dec, 19 | 122 | -0.81% |
| 30 Sep, 19 | 123 | 5.13% |
| 30 Jun, 19 | 117 | 51.95% |
| 31 Mar, 19 | 77 | -34.75% |
| 31 Dec, 18 | 118 | -9.23% |
| 30 Sep, 18 | 130 | 10.17% |
| 30 Jun, 18 | 118 | 22.92% |
| 31 Mar, 18 | 96 | 6.67% |
| 31 Dec, 17 | 90 | 3.45% |
| 30 Sep, 17 | 87 | 6.10% |
| 30 Jun, 17 | 82 | 12.33% |
| 31 Mar, 17 | 73 | -23.16% |
| 31 Dec, 16 | 95 | -5.00% |
| 30 Sep, 16 | 100 | 5.26% |
| 30 Jun, 16 | 95 | 11.76% |
| 31 Mar, 16 | 85 | 19.72% |
| 31 Dec, 15 | 71 | -17.44% |
| 30 Sep, 15 | 86 | 24.64% |
| 30 Jun, 15 | 69 | -8.00% |
| 31 Mar, 15 | 75 | -2.60% |
| 31 Dec, 14 | 77 | 20.31% |
| 30 Sep, 14 | 64 | -12.33% |
| 30 Jun, 14 | 73 | 4.29% |
| 31 Mar, 14 | 70 | 4.48% |
| 31 Dec, 13 | 67 | -16.25% |
| 30 Sep, 13 | 80 | 150.00% |
| 30 Jun, 13 | 32 | 39.13% |
| 31 Mar, 13 | 23 | -8.00% |
| 31 Dec, 12 | 25 | 47.06% |
| 30 Sep, 12 | 17 | -10.53% |
| 30 Jun, 12 | 19 | 26.67% |
| 31 Mar, 12 | 15 | 15.38% |
| 31 Dec, 11 | 13 | 8.33% |
| 30 Sep, 11 | 12 | -25.00% |
| 30 Jun, 11 | 16 | 6.67% |
| 31 Mar, 11 | 15 | 7.14% |
| 31 Dec, 10 | 14 | -22.22% |
| 30 Sep, 10 | 18 | 5.88% |
| 30 Jun, 10 | 17 | 6.25% |
| 31 Mar, 10 | 16 | 100.00% |
| 31 Dec, 09 | 8 | -27.27% |
| 30 Sep, 09 | 11 | -31.25% |
| 30 Jun, 09 | 16 | 100.00% |
| 31 Mar, 09 | 8 | -33.33% |
| 31 Dec, 08 | 12 | 20.00% |
| 30 Sep, 08 | 10 | -33.33% |
| 30 Jun, 08 | 15 | -16.67% |
| 31 Mar, 08 | 18 | 28.57% |
| 31 Dec, 07 | 14 | - |
| 30 Sep, 07 | 14 | 16.67% |
| 30 Jun, 07 | 12 | 9.09% |
| 31 Mar, 07 | 11 | -21.43% |
| 31 Dec, 06 | 14 | -12.50% |
| 30 Sep, 06 | 16 | 45.45% |
| 30 Jun, 06 | 11 | -31.25% |
| 31 Mar, 06 | 16 | 45.45% |
| 31 Dec, 05 | 11 | - |
| 30 Sep, 05 | 11 | - |
| 30 Jun, 05 | 11 | -8.33% |
| 31 Mar, 05 | 12 | 140.00% |
| 31 Dec, 04 | 5 | 66.67% |
| 30 Sep, 04 | 3 | -62.50% |
| 30 Jun, 04 | 8 | 14.29% |
| 31 Mar, 04 | 7 | 40.00% |
| 31 Dec, 03 | 5 | - |
| 30 Sep, 03 | 5 | 66.67% |
| 30 Jun, 03 | 3 | -25.00% |
| 31 Mar, 03 | 4 | 33.33% |
| 31 Dec, 02 | 3 | - |
| 30 Sep, 02 | 3 | -62.50% |
| 30 Jun, 02 | 8 | 300.00% |
| 31 Mar, 02 | 2 | -33.33% |
| 31 Dec, 01 | 3 | -40.00% |
| 30 Sep, 01 | 5 | 25.00% |
| 30 Jun, 01 | 4 | 100.00% |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | -50.00% |
| 30 Sep, 00 | 4 | - |
| 30 Jun, 00 | 4 | - |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | -33.33% |
| 30 Sep, 99 | 3 | -40.00% |
| 30 Jun, 99 | 5 | 400.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
178 institutional shareholders have reduced their position in WSO stock as of 30 Jun 24 compared to 274 in the previous quarter (a -35.04% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 430 | -42.97% | 10,106,399 | -71.75% | 27.41% | 0.29% | 179 | -49.00% | 178 | -35.04% |
| 31 Mar, 24 | 754 | 2.86% | 35,776,243 | 1.09% | 97.02% | 1.20% | 351 | -2.50% | 274 | 4.58% |
| 31 Dec, 23 | 733 | 5.92% | 35,391,331 | -0.44% | 89.73% | 0.94% | 360 | 16.88% | 262 | 2.34% |
| 30 Sep, 23 | 692 | 1.62% | 35,548,738 | 2.07% | 97.54% | 1.06% | 308 | -7.51% | 256 | 7.11% |
| 30 Jun, 23 | 681 | 10.73% | 34,828,828 | 1.59% | 95.93% | 1.07% | 333 | -3.76% | 239 | 37.36% |
| 31 Mar, 23 | 615 | 6.96% | 34,283,474 | 1.46% | 94.73% | 1.25% | 346 | 11.97% | 174 | 0.58% |
| 31 Dec, 22 | 575 | 6.88% | 33,790,155 | 2.35% | 87.20% | 1.01% | 309 | 15.73% | 173 | -2.26% |
| 30 Sep, 22 | 538 | 3.86% | 33,014,013 | 2.89% | 93.13% | 1.13% | 267 | -4.64% | 177 | 13.46% |
| 30 Jun, 22 | 518 | 4.65% | 32,087,155 | 4.43% | 90.63% | 1.20% | 280 | 23.35% | 156 | -7.69% |
| 31 Mar, 22 | 495 | -5.17% | 30,724,941 | 1.24% | 86.92% | 1.17% | 227 | -20.07% | 169 | 10.46% |
| 31 Dec, 21 | 522 | 8.30% | 30,349,844 | 0.12% | 86.11% | 1.16% | 284 | 27.93% | 153 | -6.71% |
| 30 Sep, 21 | 482 | - | 30,314,856 | -0.30% | 85.97% | 1.15% | 222 | 2.78% | 164 | -2.96% |
| 30 Jun, 21 | 482 | 2.99% | 30,404,595 | -0.72% | 86.31% | 1.14% | 216 | -12.20% | 169 | 27.07% |
| 31 Mar, 21 | 468 | 4.93% | 30,624,081 | -0.75% | 87.05% | 1.36% | 246 | 14.42% | 133 | -18.90% |
| 31 Dec, 20 | 446 | - | 30,854,011 | -1.05% | 79.99% | 1.22% | 215 | 9.69% | 164 | -7.34% |
| 30 Sep, 20 | 446 | 13.20% | 31,182,879 | -2.75% | 81.03% | 1.16% | 196 | -3.45% | 177 | 46.28% |
| 30 Jun, 20 | 394 | 4.23% | 32,063,360 | 2.65% | 83.45% | 1.26% | 203 | 8.56% | 121 | -11.03% |
| 31 Mar, 20 | 378 | -5.03% | 31,235,004 | 0.85% | 81.45% | 1.02% | 187 | -9.66% | 136 | 11.48% |
| 31 Dec, 19 | 398 | 4.74% | 30,970,355 | 1.36% | 89.39% | 1.39% | 207 | 13.11% | 122 | -0.81% |
| 30 Sep, 19 | 380 | -2.56% | 30,554,623 | 2.54% | 80.19% | 1.28% | 183 | -10.73% | 123 | 5.13% |
| 30 Jun, 19 | 390 | 3.17% | 29,796,847 | -0.30% | 79.12% | 1.25% | 205 | -13.14% | 117 | 51.95% |
| 31 Mar, 19 | 378 | 7.39% | 29,885,216 | 1.44% | 79.41% | 1.28% | 236 | 39.64% | 77 | -34.75% |
| 31 Dec, 18 | 352 | -3.56% | 29,462,310 | -3.56% | 78.65% | 1.18% | 169 | 1.20% | 118 | -9.23% |
| 30 Sep, 18 | 365 | 1.11% | 30,549,214 | -2.80% | 81.62% | 1.15% | 167 | -3.47% | 130 | 10.17% |
| 30 Jun, 18 | 361 | 2.85% | 31,429,535 | 1.51% | 84.11% | 1.23% | 173 | -8.95% | 118 | 22.92% |
| 31 Mar, 18 | 351 | 1.45% | 30,961,740 | 1.80% | 82.86% | 1.24% | 190 | -4.52% | 96 | 6.67% |
| 31 Dec, 17 | 346 | 15.33% | 30,413,546 | 2.12% | 81.69% | 1.18% | 199 | 22.09% | 90 | 3.45% |
| 30 Sep, 17 | 300 | -0.33% | 29,780,844 | 1.13% | 83.32% | 1.23% | 163 | -9.44% | 87 | 6.10% |
| 30 Jun, 17 | 301 | -4.75% | 29,447,882 | 3.20% | 82.47% | 1.29% | 180 | -9.55% | 82 | 12.33% |
| 31 Mar, 17 | 316 | 7.12% | 28,535,489 | 18.30% | 80.00% | 1.74% | 199 | 30.92% | 73 | -23.16% |
| 31 Dec, 16 | 295 | 4.98% | 24,121,192 | 0.65% | 67.89% | 1.49% | 152 | 15.15% | 95 | -5.00% |
| 30 Sep, 16 | 281 | 1.44% | 23,966,307 | -0.51% | 67.46% | 1.46% | 132 | -4.35% | 100 | 5.26% |
| 30 Jun, 16 | 277 | 4.14% | 24,089,145 | 0.29% | 67.91% | 1.48% | 138 | -2.82% | 95 | 11.76% |
| 31 Mar, 16 | 266 | 5.14% | 24,018,671 | 1.54% | 67.78% | 1.51% | 142 | 3.65% | 85 | 19.72% |
| 31 Dec, 15 | 253 | 5.42% | 23,654,243 | -0.01% | 66.99% | 1.49% | 137 | 19.13% | 71 | -17.44% |
| 30 Sep, 15 | 240 | 5.73% | 23,657,399 | -2.30% | 67.05% | 1.42% | 115 | -4.17% | 86 | 24.64% |
| 30 Jun, 15 | 227 | 9.66% | 24,213,502 | -1.07% | 68.69% | 1.42% | 120 | 23.71% | 69 | -8.00% |
| 31 Mar, 15 | 207 | 5.61% | 24,476,487 | -0.63% | 69.53% | 1.40% | 97 | 14.12% | 75 | -2.60% |
| 31 Dec, 14 | 196 | - | 24,632,513 | 1.99% | 70.37% | 1.48% | 85 | -6.59% | 77 | 20.31% |
| 30 Sep, 14 | 196 | -6.67% | 24,151,022 | 0.56% | 69.02% | 1.46% | 91 | -1.09% | 64 | -12.33% |
| 30 Jun, 14 | 210 | 2.44% | 24,015,580 | -0.01% | 68.70% | 1.46% | 92 | -8.00% | 73 | 4.29% |
| 31 Mar, 14 | 205 | -4.21% | 24,017,662 | 3.02% | 68.69% | 1.52% | 100 | -13.04% | 70 | 4.48% |
| 31 Dec, 13 | 214 | 1.90% | 23,314,546 | -2.24% | 67.14% | 1.42% | 115 | 21.05% | 67 | -16.25% |
| 30 Sep, 13 | 210 | 11.11% | 23,848,526 | 3.19% | 68.69% | 1.54% | 95 | -29.10% | 80 | 150.00% |
| 30 Jun, 13 | 189 | 152.00% | 23,111,758 | 96.52% | 66.68% | 5.78% | 134 | 262.16% | 32 | 39.13% |
| 31 Mar, 13 | 75 | 2.74% | 11,760,536 | -18.74% | 33.96% | 1.93% | 37 | -2.63% | 23 | -8.00% |
| 31 Dec, 12 | 73 | -1.35% | 14,472,905 | 0.25% | 41.92% | 2.39% | 38 | -19.15% | 25 | 47.06% |
| 30 Sep, 12 | 74 | - | 14,437,520 | 2.13% | 41.86% | 2.49% | 47 | -4.08% | 17 | -10.53% |
| 30 Jun, 12 | 74 | 15.63% | 14,137,035 | 10.41% | 41.00% | 2.74% | 49 | 22.50% | 19 | 26.67% |
| 31 Mar, 12 | 64 | 10.34% | 12,804,151 | 9.16% | 38.66% | 3.06% | 40 | 5.26% | 15 | 15.38% |
| 31 Dec, 11 | 58 | 23.40% | 11,729,349 | 10.94% | 35.54% | 3.46% | 38 | 58.33% | 13 | 8.33% |
| 30 Sep, 11 | 47 | -21.67% | 10,572,335 | -16.80% | 32.03% | 2.15% | 24 | -31.43% | 12 | -25.00% |
| 30 Jun, 11 | 60 | 20.00% | 12,707,435 | 23.59% | 38.57% | 3.96% | 35 | 20.69% | 16 | 6.67% |
| 31 Mar, 11 | 50 | 8.70% | 10,281,732 | -13.94% | 31.23% | 2.30% | 29 | 16.00% | 15 | 7.14% |
| 31 Dec, 10 | 46 | -23.33% | 11,947,604 | -16.55% | 36.82% | 1.67% | 25 | -21.88% | 14 | -22.22% |
| 30 Sep, 10 | 60 | 7.14% | 14,316,519 | 13.68% | 46.94% | 2.75% | 32 | 10.34% | 18 | 5.88% |
| 30 Jun, 10 | 56 | 3.70% | 12,593,489 | 21.65% | 41.34% | 3.56% | 29 | - | 17 | 6.25% |
| 31 Mar, 10 | 54 | 28.57% | 10,351,884 | 27.20% | 34.09% | 4.37% | 29 | 7.41% | 16 | 100.00% |
| 31 Dec, 09 | 42 | 2.44% | 8,138,345 | 37.51% | 27.94% | 7.27% | 27 | 17.39% | 8 | -27.27% |
| 30 Sep, 09 | 41 | -19.61% | 5,918,369 | -15.14% | 19.61% | 3.29% | 23 | -28.13% | 11 | -31.25% |
| 30 Jun, 09 | 51 | 24.39% | 6,973,988 | 2.75% | 24.41% | 3.77% | 32 | 14.29% | 16 | 100.00% |
| 31 Mar, 09 | 41 | -18.00% | 6,787,643 | -34.88% | 25.45% | 1.64% | 28 | -12.50% | 8 | -33.33% |
| 31 Dec, 08 | 50 | - | 10,423,393 | 81.32% | 39.40% | 8.40% | 32 | 10.34% | 12 | 20.00% |
| 30 Sep, 08 | 50 | 13.64% | 5,748,689 | 29.33% | 21.66% | 7.68% | 29 | 31.82% | 10 | -33.33% |
| 30 Jun, 08 | 44 | -4.35% | 4,444,917 | -26.26% | 16.79% | 3.19% | 22 | -4.35% | 15 | -16.67% |
| 31 Mar, 08 | 46 | 4.55% | 6,027,631 | 10.92% | 22.94% | 5.37% | 23 | -20.69% | 18 | 28.57% |
| 31 Dec, 07 | 44 | 12.82% | 5,434,361 | -29.86% | 20.67% | 2.40% | 29 | 26.09% | 14 | - |
| 30 Sep, 07 | 39 | -9.30% | 7,748,143 | 22.30% | 29.35% | 5.07% | 23 | -4.17% | 14 | 16.67% |
| 30 Jun, 07 | 43 | 2.38% | 6,335,244 | -20.79% | 24.06% | 2.58% | 24 | - | 12 | 9.09% |
| 31 Mar, 07 | 42 | - | 7,998,371 | -7.35% | 30.52% | 2.80% | 24 | -4.00% | 11 | -21.43% |
| 31 Dec, 06 | 42 | 7.69% | 8,632,791 | 9.73% | 33.01% | 3.64% | 25 | 19.05% | 14 | -12.50% |
| 30 Sep, 06 | 39 | 8.33% | 7,867,347 | 2.53% | 30.10% | 3.51% | 21 | - | 16 | 45.45% |
| 30 Jun, 06 | 36 | -18.18% | 7,673,059 | -17.17% | 29.30% | 2.33% | 21 | -8.70% | 11 | -31.25% |
| 31 Mar, 06 | 44 | 15.79% | 9,263,263 | 24.21% | 35.46% | 4.33% | 23 | 9.52% | 16 | 45.45% |
| 31 Dec, 05 | 38 | 18.75% | 7,457,445 | -6.61% | 28.63% | 3.04% | 21 | 31.25% | 11 | - |
| 30 Sep, 05 | 32 | - | 7,985,474 | 1.03% | 30.68% | 3.33% | 16 | -11.11% | 11 | - |
| 30 Jun, 05 | 32 | 6.67% | 7,904,216 | 0.63% | 30.35% | 3.31% | 18 | 38.46% | 11 | -8.33% |
| 31 Mar, 05 | 30 | 3.45% | 7,854,437 | 33.26% | 30.29% | 5.67% | 13 | -31.58% | 12 | 140.00% |
| 31 Dec, 04 | 29 | 20.83% | 5,894,218 | 10.73% | 23.11% | 5.33% | 19 | 26.67% | 5 | 66.67% |
| 30 Sep, 04 | 24 | -4.00% | 5,323,088 | 2.46% | 20.83% | 5.00% | 15 | 7.14% | 3 | -62.50% |
| 30 Jun, 04 | 25 | -16.67% | 5,195,111 | 3.48% | 20.41% | 5.19% | 14 | -33.33% | 8 | 14.29% |
| 31 Mar, 04 | 30 | 36.36% | 5,020,545 | 23.78% | 19.83% | 7.59% | 21 | 40.00% | 7 | 40.00% |
| 31 Dec, 03 | 22 | 4.76% | 4,055,983 | 65.67% | 16.17% | 16.94% | 15 | 7.14% | 5 | - |
| 30 Sep, 03 | 21 | - | 2,448,241 | 25.89% | 9.77% | 16.17% | 14 | 7.69% | 5 | 66.67% |
| 30 Jun, 03 | 21 | 5.00% | 1,944,723 | -4.65% | 7.77% | 11.79% | 13 | -7.14% | 3 | -25.00% |
| 31 Mar, 03 | 20 | 11.11% | 2,039,656 | -28.66% | 8.12% | 6.49% | 14 | 7.69% | 4 | 33.33% |
| 31 Dec, 02 | 18 | 28.57% | 2,859,092 | 131.78% | 11.19% | 47.31% | 13 | 62.50% | 3 | - |
| 30 Sep, 02 | 14 | -22.22% | 1,233,557 | -53.09% | 4.86% | 4.76% | 8 | 14.29% | 3 | -62.50% |
| 30 Jun, 02 | 18 | 5.88% | 2,629,534 | -27.78% | 10.11% | 5.09% | 7 | -46.15% | 8 | 300.00% |
| 31 Mar, 02 | 17 | 41.67% | 3,641,012 | -16.52% | 14.09% | 4.95% | 13 | 85.71% | 2 | -33.33% |
| 31 Dec, 01 | 12 | -7.69% | 4,361,399 | -0.74% | 16.88% | 5.90% | 7 | 16.67% | 3 | -40.00% |
| 30 Sep, 01 | 13 | -18.75% | 4,394,135 | -10.25% | 16.92% | 4.75% | 6 | -45.45% | 5 | 25.00% |
| 30 Jun, 01 | 16 | 23.08% | 4,895,805 | 3.19% | 18.88% | 5.65% | 11 | 10.00% | 4 | 100.00% |
| 31 Mar, 01 | 13 | 18.18% | 4,744,614 | 8.98% | 18.27% | 6.80% | 10 | 66.67% | 2 | - |
| 31 Dec, 00 | 11 | 22.22% | 4,353,565 | 5.26% | 16.40% | 6.69% | 6 | 50.00% | 2 | -50.00% |
| 30 Sep, 00 | 9 | -10.00% | 4,136,001 | 3.38% | 15.65% | 7.10% | 4 | -33.33% | 4 | - |
| 30 Jun, 00 | 10 | -16.67% | 4,000,742 | -3.65% | 14.85% | 6.60% | 6 | -14.29% | 4 | - |
| 31 Mar, 00 | 12 | 9.09% | 4,152,197 | 246.43% | 15.00% | 80.03% | 7 | 16.67% | 4 | 100.00% |
| 31 Dec, 99 | 11 | -15.38% | 1,198,572 | -75.44% | 4.33% | 1.50% | 6 | -33.33% | 2 | -33.33% |
| 30 Sep, 99 | 13 | -23.53% | 4,880,984 | -20.92% | 16.98% | 3.67% | 9 | -18.18% | 3 | -40.00% |
| 30 Jun, 99 | 17 | 30.77% | 6,171,941 | 15.97% | 21.50% | 6.21% | 11 | -8.33% | 5 | 400.00% |
| 31 Mar, 99 | 13 | 1200.00% | 5,322,189 | 90644.91% | 18.61% | 4856478.06% | 12 | 1100.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 5,865 | - | 0.02% | - | 1 | - | - | - |
Watsco Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Watsco's stock was made by Nahmad Aaron J on Jan 11 2024, selling - shares at - per share (valued at -).
Watsco Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 3 | - | - |
| Q4 2023 | 1 | 11 | 9.09% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 2 | 7 | 28.57% |
| Q1 2023 | 12 | 9 | 133.33% |
| Q4 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 3 | - | - |
| Q4 2021 | 2 | 12 | 16.67% |
| Q2 2021 | 2 | 5 | 40.00% |
| Q1 2021 | 9 | - | - |
| Q4 2020 | 4 | 14 | 28.57% |
| Q3 2020 | 6 | 9 | 66.67% |
| Q2 2020 | 8 | 3 | 266.67% |
| Q1 2020 | 10 | 2 | 500.00% |
| Q4 2019 | 2 | 12 | 16.67% |
| Q2 2019 | 10 | 1 | 1000.00% |
| Q1 2019 | 7 | - | - |
| Q4 2018 | - | 11 | - |
| Q2 2018 | 7 | - | - |
3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Watsco's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 2 | - |
| Q4 2019 | 2 | 2 | 100.00% |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | 1 | - |
| Q2 2018 | - | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Watsco's stocks.
WSO Ownership FAQ
Who Owns Watsco?
Watsco is owned by institutional shareholders (27.41%), insiders (0.63%), and public (71.97%). The largest institutional shareholder of Watsco is BLACKROCK INC. (10.20% of total shares) and the top mutual fund owner is Kelly Strategic ETF Trust (0.19% of total shares).
Who are the major institutional shareholders of Watsco?
Watsco's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and BAILLIE GIFFORD & CO. The top five shareholders own together 36.55% of the company's share outstanding.
How many Watsco shareholders are there?
As of Jun 2024, there are 430 institutional shareholders of Watsco.
What percentage of Watsco is owned by BLACKROCK INC?
BLACKROCK INC owns 3.76M shares of Watsco, representing 10.20% of the company's total shares outstanding, valued at $1.74B (as of Jun 2024).
What percentage of Watsco is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 3.48M shares of Watsco (WSO), compromising 9.44% of the company, valued at $1.61B.
What percentage of Watsco is owned by FMR LLC?
FMR LLC is the third largest holder of Watsco. The company owns 3.28M of the company's shares outstanding (worth $1.52B).