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Get Institutions for : 
Watsco Inc (WSO)  
$456.08 5.37 (1.19%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 695    3
Total shares held : 
 35,209,935  
% of shares held : 
 97.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 -134,017  
% of shares held change : 
   -0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $375.55  
Last Quarter's Ending Price : 
 $428.47  
Last Quarter's Average Price : 
 $387.45  
Change from last quarter's     
avg. price to the last closing  : 
68.63 (17.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
61
 523,158
 1.49%
 
Increased Positions :
267
 1,752,500
 4.98%
 
Unchanged Positions :
118
 1,160,023
 3.29%
 
Decreased Positions :
249
-2,209,611
-6.28%
 
Closed Positions :
64
-200,064
-0.57%
 
Guru Positions :
2
475,222
 1.35%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL WORLD INVESTORS 219 - 2023-12-31 908,300 $389,179,000 0
   GRACE & WHITE INC /NY 8 - 2024-03-31 42,625 $18,413,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 508 - 2023-12-31 19,104 $8,185,000 0
   Illinois Municipal Retirement Fund 276 - 2023-12-31 11,391 $4,881,000 0
   K.J. HARRISON & PARTNERS INC 37 - 2024-03-31 11,070 $4,782,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 172 - 2024-03-31 6,800 $2,937,000 0
   TWO SIGMA INVESTMENTS LLC 1278 - 2023-12-31 5,600 $2,399,000 0
   Barbara Oil Co. 33 - 2023-12-31 5,000 $2,142,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 515 - 2023-12-31 4,143 $1,775,000 0
   Zurich Insurance Group Ltd/FI 182 - 2023-12-31 4,100 $1,757,000 0
   INTREPID CAPITAL MANAGEMENT INC 29 - 2023-12-31 3,691 $1,581,000 0
   Capital Investment Advisory Services LLC 146 - 2024-03-31 3,485 $1,505,000 0
   Nordwand Advisors LLC 27 - 2023-12-31 3,443 $1,475,000 0
   Annandale Capital LLC 65 - 2023-12-31 3,006 $1,288,000 0
   Gulf International Bank (UK) Ltd 450 - 2024-03-31 2,878 $1,243,000 0
   Cox Capital Co LLC 52 - 2024-03-31 2,715 $1,173,000 0
   J. W. Coons Advisors LLC 79 - 2023-12-31 2,626 $1,125,000 0
   Charter Oak Capital Management LLC 66 - 2024-03-31 2,540 $1,097,000 0
   Northeast Financial Consultants Inc 141 - 2023-12-31 2,500 $1,071,000 0
   Maryland State Retirement & Pension System 639 - 2024-03-31 2,605 $1,054,000 0
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 25 - 2023-12-31 2,265 $970,000 0
   ENSEMBLE CAPITAL MANAGEMENT LLC 21 - 2023-12-31 2,235 $958,000 0
   Connectus Wealth LLC 342 - 2023-12-31 2,165 $928,000 0
   WEBSTER BANK 146 - 2024-03-31 1,493 $645,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 583 - 2023-12-31 1,500 $643,000 0
   EQUITABLE TRUST CO 256 - 2024-03-31 1,483 $641,000 0
   Yarbrough Capital LLC 116 - 2024-03-31 1,447 $625,000 0
   ADVOCATE GROUP LLC 91 - 2024-03-31 1,384 $598,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 190 - 2023-03-31 1,870 $595,000 0
   PARK NATIONAL CORP /OH/ 204 - 2024-03-31 1,132 $489,000 0
   KENFARB & CO. 65 - 2023-09-30 1,225 $463,000 0
   Park Place Capital Corp 143 - 2024-03-31 1,057 $457,000 0
   Quantum Private Wealth LLC 110 - 2023-12-31 1,038 $445,000 0
   ROUNDVIEW CAPITAL LLC 256 - 2023-12-31 1,027 $440,000 0
   TOMPKINS FINANCIAL CORP 142 - 2024-03-31 1,000 $432,000 0
   Clarius Group LLC 255 - 2024-03-31 1,000 $432,000 0
   Sound View Wealth Advisors Group LLC 256 - 2023-12-31 934 $400,000 0
   JTC Employer Solutions Trusteee Ltd 99 - 2024-03-31 780 $338,000 0
   Heartwood Wealth Advisors LLC 113 - 2024-03-31 761 $329,000 0
   Autumn Glory Partners LLC - 2023-12-31 810 $326,000 0
   Taylor Hoffman Wealth Management 88 - 2023-12-31 724 $310,000 0
   DORSEY WRIGHT & ASSOCIATES 114 - 2023-12-31 707 $303,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 890 - 2023-12-31 700 $300,000 0
   WOODSTOCK CORP 140 - 2024-03-31 675 $292,000 0
   LAKE STREET FINANCIAL LLC 271 - 2024-03-31 621 $268,000 0
   Fulcrum Capital LLC 97 - 2024-03-31 619 $267,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 602 $258,000 0
   Watch Point Trust Co 115 - 2023-12-31 600 $257,000 0
   Legacy Trust 138 - 2024-03-31 580 $251,000 0
   AUREUS ASSET MANAGEMENT LLC 171 - 2023-12-31 551 $236,000 0
   APG ALL PENSIONS GROUP 703 - 2023-12-31 600 $233,000 0
   InterOcean Capital Group LLC 412 - 2023-12-31 538 $231,000 0
   RFP Financial Group LLC 99 - 2023-12-31 340 $146,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 607 - 2024-03-31 330 $143,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 242 - 2023-06-30 350 $134,000 0
   AYRSHIRE ASSOCIATES INC 217 - 2023-12-31 305 $131,000 0
   UniSuper Management Pty Ltd 622 - 2023-12-31 300 $129,000 0
   Cedar Wealth Management LLC 125 - 2023-12-31 230 $99,000 0
   TRUST CO OF VERMONT 357 - 2023-12-31 222 $95,000 0
   HM PAYSON & CO 541 - 2023-12-31 164 $70,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 277 - 2023-12-31 140 $60,000 0
   Harvest Fund Management Co. Ltd 431 - 2023-12-31 106 $45,000 0
   KISTLERTIFFANY COMPANIES, LLC 507 - 2023-06-30 115 $44,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 420 - 2024-03-31 100 $43,000 0
   Larson Financial Group LLC 729 - 2023-12-31 78 $33,000 0
   Sargent Bickham Lagudis LLC 523 - 2022-12-31 115 $29,000 0
   ARMSTRONG ADVISORY GROUP INC 416 - 2024-03-31 65 $28,000 0
   West Branch Capital LLC 209 - 2024-03-31 63 $27,000 0
   HALL LAURIE J TRUSTEE 211 - 2024-03-31 60 $26,000 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 275 - 2024-03-31 60 $26,000 0
   WETZEL INVESTMENT ADVISORS INC. 339 - 2024-03-31 59 $24,000 0
   Salomon & Ludwin LLC 399 - 2023-12-31 57 $22,000 0
   PSI Advisors LLC 376 - 2024-03-31 50 $22,000 0
   RE Dickinson Investment Advisors LLC 129 - 2023-12-31 43 $19,000 0
   Solstein Capital LLC 204 - 2024-03-31 42 $18,000 0
   Legacy Bridge LLC 248 - 2024-03-31 40 $17,000 0
   Sound Income Strategies LLC 644 - 2024-03-31 35 $15,000 0
   Rosenberg Matthew Hamilton 574 - 2024-03-31 35 $15,000 0
   Sutton Wealth Advisors Inc. 407 - 2023-09-30 38 $14,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 356 - 2023-12-31 31 $13,000 0
   Financial Gravity Wealth Inc. 385 - 2023-12-31 35 $12,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1024 - 2023-12-31 29 $12,000 0
   Financial Synergies Wealth Advisors Inc. 235 - 2024-03-31 27 $12,000 0
   Versant Capital Management Inc 741 - 2024-03-31 25 $11,000 0
   Key Financial Inc 730 - 2023-12-31 24 $10,000 0
   SMITHFIELD TRUST CO 834 - 2023-12-31 20 $9,000 0
   BARTLETT & CO. LLC 989 - 2023-12-31 20 $9,000 0
   ANCORA ADVISORS, LLC 1253 - 2023-12-31 21 $9,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 989 - 2023-12-31 20 $9,000 0
   Glassman Wealth Services 923 - 2023-12-31 19 $8,000 0
   Aspire Private Capital LLC 423 - 2024-03-31 18 $8,000 0
   CVA Family Office LLC 771 - 2024-03-31 18 $8,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 475 - 2023-12-31 15 $6,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 716 - 2024-03-31 14 $6,000 0
   PIN OAK INVESTMENT ADVISORS INC 377 - 2023-12-31 15 $6,000 0
   Fortitude Family Office LLC 544 - 2024-03-31 13 $6,000 0
   Sunbelt Securities Inc. 1332 - 2024-03-31 12 $5,000 0
   ATTICUS WEALTH MANAGEMENT LLC 445 - 2024-03-31 11 $5,000 0
   Castleview Partners LLC 593 - 2023-12-31 9 $4,000 0
   Cherry Tree Wealth Management LLC 439 - 2023-12-31 10 $4,000 0
  100 Records found
  1    
  Page 1 of 1
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