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WSO

WSO - Watsco Inc Stock Price, Fair Value and News

477.62USD+7.10 (+1.51%)Market Closed

Which funds bought or sold WSO recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-05-17Plato Investment Management LtdNEW Premium Premium Premium Premium955
2024-05-16FSA Wealth Management LLCUNCHANGED Premium Premium Premium Premium37.00
2024-05-162Xideas AGREDUCED Premium Premium Premium Premium24,845
2024-05-16LBP AM SANEW Premium Premium Premium Premium2,198
2024-05-16Global Financial Private Client, LLCUNCHANGED Premium Premium Premium Premium47.00
2024-05-16COMERICA BANKREDUCED Premium Premium Premium Premium33,430
2024-05-16CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMADDED Premium Premium Premium Premium53,064
2024-05-16Ancora Advisors LLCUNCHANGED Premium Premium Premium Premium21.00
2024-05-16B. Riley Wealth Advisors, Inc.ADDED Premium Premium Premium Premium3,321
2024-05-16Motley Fool Asset Management LLCREDUCED Premium Premium Premium Premium80,288
2024-05-16Colony Group, LLCNEW Premium Premium Premium Premium2,247
2024-05-16JANE STREET GROUP, LLCREDUCED Premium Premium Premium Premium4,841
2024-05-16Tidal Investments LLCNEW Premium Premium Premium Premium496
2024-05-16Arete Wealth Advisors, LLCSOLD OFF Premium Premium Premium Premium-
2024-05-15Cetera Investment AdvisersREDUCED Premium Premium Premium Premium874
2024-05-15Numerai GP LLCNEW Premium Premium Premium Premium701
2024-05-15DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainADDED Premium Premium Premium Premium27,000
2024-05-15AE Wealth Management LLCREDUCED Premium Premium Premium Premium36,152
2024-05-15Holocene Advisors, LPADDED Premium Premium Premium Premium27,100
2024-05-15Steward Partners Investment Advisory, LLCADDED Premium Premium Premium Premium1,903
2024-05-15Blueshift Asset Management, LLCADDED Premium Premium Premium Premium1,321
2024-05-15Prime Capital Investment Advisors, LLCNEW Premium Premium Premium Premium2,691
2024-05-15Vestmark Advisory Solutions, Inc.ADDED Premium Premium Premium Premium10,371
2024-05-15Integrated Wealth Concepts LLCADDED Premium Premium Premium Premium1,628
2024-05-15WORLDQUANT MILLENNIUM ADVISORS LLCADDED Premium Premium Premium Premium47,745

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Which funds are the top buyers of WSO?

Fund Name# Shares$ Value% Port.
BlackRock Inc.3,664,6901,583,030,000 0.04%
VANGUARD GROUP INC3,411,8901,473,840,000 0.03%
FMR LLC3,048,1701,316,720,000 0.09%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,685,560728,112,000 1.69%
BAILLIE GIFFORD & CO1,458,370629,972,000 0.49%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,242,030522,352,000 0.12%
STATE STREET CORP1,168,970504,960,000 0.02%
BLAIR WILLIAM & CO/IL792,011342,125,000 1.07%
Capital World Investors739,018319,234,000 0.05%
WELLINGTON MANAGEMENT GROUP LLP645,132278,678,000 0.05%

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Which funds have put a big percent of portfolio in WSO?

Fund Name$ Value% Port.
CALEDONIA INVESTMENTS PLC97,247,000 12.55%
Patrick Mauro Investment Advisor, INC.12,704,800 7.22%
Crown Oak Advisors, LLC9,145,780 5.04%
BOSTON FINANCIAL MANGEMENT LLC150,988,000 4.80%
Hamlin Capital Management, LLC127,583,000 3.77%
Kensington Investment Counsel, LLC7,318,000 3.34%
GRACE & WHITE INC /NY18,412,700 3.32%
Pembroke Management, LTD28,199,000 3.32%
HOWLAND CAPITAL MANAGEMENT LLC58,632,200 2.83%
LaFleur & Godfrey LLC18,786,600 2.78%

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Trend of No. of funds that hold WSO

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Swedbank AB90,714,000
Vantage Investment Partners, LLC12,933,000
Andra AP-fonden7,473,080
Amalgamated Financial Corp.7,234,000
Rockefeller Capital Management L.P.5,813,980
Prosperity Consulting Group, LLC5,399,190
Mirae Asset Global Investments Co., Ltd.5,369,820
EA Series Trust4,621,510