WSO Insider Trading

Insider Ownership Percentage: 12.86%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $2,854,590.84

Watsco Insider Trading History Chart

This chart shows the insider buying and selling history at Watsco by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Watsco Share Price & Price History

Current Price: $533.40
Price Change: Price Increase of +0.26 (0.05%)
As of 11/20/2024 01:00 AM ET

This chart shows the closing price history over time for WSO up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Watsco Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/10/2024Barry S LoganEVPSell774$473.85$366,759.901,770View SEC Filing Icon  
5/9/2024John Alexander MacdonaldDirectorSell5,334$466.41$2,487,830.94View SEC Filing Icon  
5/27/2022Cesar L. AlvarezDirectorSell4,000$253.55$1,014,200.00View SEC Filing Icon  
3/23/2022Brian E. KeeleyDirectorSell11,000$299.68$3,296,480.00View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Watsco (NYSE:WSO)

89.71% of Watsco stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WSO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Watsco Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC939$0.46M0.0%-59.0%0.002%Search for SEC Filing on Google Icon
11/18/2024Arete Wealth Advisors LLC812$0.40M0.0%-8.5%0.002%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky34,467$16.95M0.1%+0.6%0.085%Search for SEC Filing on Google Icon
11/18/2024Toronto Dominion Bank4,258$2.09M0.0%+32.2%0.011%Search for SEC Filing on Google Icon
11/18/2024Coldstream Capital Management Inc.5,421$2.67M0.1%+3.3%0.013%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC704,330$345.78M0.0%+9.9%1.744%Search for SEC Filing on Google Icon
11/15/2024Vestcor Inc10,031$4.93M0.2%-1.7%0.025%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp1,663$0.82M0.0%-2.0%0.004%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC384,412$189.08M0.1%-16.2%0.952%Search for SEC Filing on Google Icon
11/15/2024LRI Investments LLC472$0.25M0.0%-6.9%0.001%Search for SEC Filing on Google Icon
11/15/2024Nomura Asset Management Co. Ltd.9,942$4.89M0.0%+8.8%0.025%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC2,917$1.44M0.0%-1.5%0.007%Search for SEC Filing on Google Icon
11/15/2024Kensington Investment Counsel LLC17,756$8.73M3.6%+2.0%0.044%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC7,560$3.72M0.1%-5.2%0.019%Search for SEC Filing on Google Icon
11/15/2024iSAM Funds UK Ltd1,167$0.57M0.3%+163.4%0.003%Search for SEC Filing on Google Icon
11/15/2024DF Dent & Co. Inc.19,163$9.43M0.1%-0.2%0.047%Search for SEC Filing on Google Icon
11/15/2024National Bank of Canada FI4,745$2.33M0.0%+764.3%0.012%Search for SEC Filing on Google Icon
11/15/2024Glen Eagle Advisors LLC350$0.17M0.0%-41.4%0.001%Search for SEC Filing on Google Icon
11/15/2024iA Global Asset Management Inc.845$0.42M0.0%-64.2%0.002%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC539$0.27M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024Insigneo Advisory Services LLC569$0.28M0.0%-13.5%0.001%Search for SEC Filing on Google Icon
11/15/2024Voya Financial Advisors Inc.461$0.23M0.0%-5.5%0.001%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP450,211$221.45M0.0%-14.1%1.115%Search for SEC Filing on Google Icon
11/15/2024Worldquant Millennium Advisors LLC18,331$9.02M0.1%-26.2%0.045%Search for SEC Filing on Google Icon
11/15/2024Weiss Asset Management LP4,199$2.07M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/15/2024Southernsun Asset Management LLC16,489$8.11M1.0%-3.4%0.041%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,173,762$577.35M0.0%+5.9%2.907%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp103,462$50.90M0.1%+3.1%0.256%Search for SEC Filing on Google Icon
11/15/2024Quantinno Capital Management LP6,221$3.06M0.0%+59.3%0.015%Search for SEC Filing on Google Icon
11/15/2024Quarry LP90$44K0.0%+57.9%0.000%Search for SEC Filing on Google Icon
11/15/2024Redwood Investment Management LLC3,104$1.54M0.1%+4.0%0.008%Search for SEC Filing on Google Icon
11/15/2024Polar Asset Management Partners Inc.6,000$2.95M0.1%N/A0.015%Search for SEC Filing on Google Icon
11/15/2024Parallax Volatility Advisers L.P.5,317$2.62M0.0%+16.9%0.013%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Asset Management LLC52,528$26.04M1.5%-2.0%0.130%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Wealth Management LLC31,585$15.54M0.8%-2.5%0.078%Search for SEC Filing on Google Icon
11/15/2024IHT Wealth Management LLC458$0.23M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024Intrepid Capital Management Inc.4,294$2.11M1.2%+455.5%0.011%Search for SEC Filing on Google Icon
11/15/2024Integrated Wealth Concepts LLC3,152$1.55M0.0%+119.2%0.008%Search for SEC Filing on Google Icon
11/15/2024Investment Management Corp of Ontario1,101$0.54M0.0%+57.1%0.003%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC16,029$7.83M0.0%+3.5%0.040%Search for SEC Filing on Google Icon
11/15/2024Hilltop Holdings Inc.1,233$0.61M0.0%+4.8%0.003%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP4,092$2.01M0.0%+682.4%0.010%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP3,445$1.70M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/15/2024Ascent Group LLC2,275$1.12M0.1%-6.0%0.006%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.107,463$52.88M0.8%+2,128.1%0.266%Search for SEC Filing on Google Icon
11/15/2024Alerus Financial NA10,838$5.33M0.4%-0.8%0.027%Search for SEC Filing on Google Icon
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,799$2.85M0.0%-10.7%0.014%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.2,634$1.30M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/14/2024Caisse DE Depot ET Placement DU Quebec4,493$2.21M0.0%-11.3%0.011%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC3,973$1.95M0.0%+195.2%0.010%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors54,036$26.58M0.1%-1.7%0.134%Search for SEC Filing on Google Icon
11/14/2024Icon Wealth Advisors LLC790$0.39M0.0%-26.5%0.002%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.11,028$5.43M0.0%-6.5%0.027%Search for SEC Filing on Google Icon
11/14/2024Northwest & Ethical Investments L.P.7,872$3.87M0.1%-42.4%0.019%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,860$58.47M0.0%-12.5%0.294%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 12,904$6.35M0.0%-15.2%0.032%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC17,978$8.84M0.1%+6.4%0.045%Search for SEC Filing on Google Icon
11/14/2024CreativeOne Wealth LLC2,820$1.39M0.0%+21.5%0.007%Search for SEC Filing on Google Icon
11/14/2024Healthcare of Ontario Pension Plan Trust Fund3,270$1.61M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/14/2024Blueshift Asset Management LLC490$0.24M0.1%N/A0.001%Search for SEC Filing on Google Icon
11/13/2024Freedom Investment Management Inc.537$0.26M0.0%-4.4%0.001%Search for SEC Filing on Google Icon
11/13/2024Cynosure Group LLC860$0.42M0.1%+5.0%0.002%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC23,769$11.69M0.1%+2.7%0.059%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets20,585$10.13M0.0%+32.4%0.051%Search for SEC Filing on Google Icon
11/13/2024Brooklyn Investment Group98$48K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2024Covington Investment Advisors Inc.32,310$15.89M2.4%+0.3%0.080%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP9,259$4.55M0.2%N/A0.023%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.9,084$4.47M0.0%+4.2%0.022%Search for SEC Filing on Google Icon
11/13/2024FMR LLC3,624,159$1.78B0.1%+10.6%8.975%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 22,759$11.20M0.0%+2.8%0.056%Search for SEC Filing on Google Icon
11/13/2024Bank of Montreal Can11,162$5.54M0.0%-66.1%0.028%Search for SEC Filing on Google Icon
11/13/2024Private Trust Co. NA150$74K0.0%-18.9%0.000%Search for SEC Filing on Google Icon
11/13/2024Brown Brothers Harriman & Co.118,763$58.42M0.4%+29.7%0.294%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd2,721$1.34M0.1%+20.0%0.007%Search for SEC Filing on Google Icon
11/13/2024Daiwa Securities Group Inc.2,700$1.33M0.0%+12.5%0.007%Search for SEC Filing on Google Icon
11/12/2024Westfield Capital Management Co. LP22,787$11.21M0.1%+1.7%0.056%Search for SEC Filing on Google Icon
11/12/2024Centaurus Financial Inc.6,162$3.03M0.2%-2.1%0.015%Search for SEC Filing on Google Icon
11/12/2024Alpha DNA Investment Management LLC892$0.44M0.2%+33.7%0.002%Search for SEC Filing on Google Icon
11/12/2024Larson Financial Group LLC1,138$0.56M0.0%+3,571.0%0.003%Search for SEC Filing on Google Icon
11/12/2024Swedbank AB173,787$85.48M0.1%-9.0%0.430%Search for SEC Filing on Google Icon
11/12/2024KKM Financial LLC508$0.25M0.1%N/A0.001%Search for SEC Filing on Google Icon
11/12/2024Hamilton Point Investment Advisors LLC13,187$6.49M1.1%-1.3%0.033%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC10,632$5.23M0.0%+90.0%0.026%Search for SEC Filing on Google Icon
11/12/2024Great Valley Advisor Group Inc.8,793$4.32M0.1%+47.1%0.022%Search for SEC Filing on Google Icon
11/12/2024Nicolet Advisory Services LLC1,549$0.75M0.1%+3.7%0.004%Search for SEC Filing on Google Icon
11/12/2024Icon Wealth Advisors LLC1,409$0.69M0.0%+31.1%0.003%Search for SEC Filing on Google Icon
11/12/2024Citigroup Inc.16,219$7.98M0.0%+35.0%0.040%Search for SEC Filing on Google Icon
11/12/2024Raymond James Trust N.A.4,168$2.05M0.0%-2.0%0.010%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.1,252,822$616.36M0.1%+5.2%3.103%Search for SEC Filing on Google Icon
11/12/2024Massachusetts Financial Services Co. MA2,831$1.39M0.0%-86.2%0.007%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC5,875$2.89M0.0%-45.2%0.015%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp122,147$60.08M0.3%+14.7%0.302%Search for SEC Filing on Google Icon
11/8/2024Citizens Financial Group Inc. RI3,217$1.58M0.0%+40.6%0.008%Search for SEC Filing on Google Icon
11/8/2024EverSource Wealth Advisors LLC4,109$2.02M0.1%+10.8%0.010%Search for SEC Filing on Google Icon
11/8/2024EULAV Asset Management48,900$24.05M0.6%+98.8%0.121%Search for SEC Filing on Google Icon
11/8/2024Ontario Teachers Pension Plan Board3,077$1.51M0.0%-41.4%0.008%Search for SEC Filing on Google Icon
11/8/2024First Horizon Advisors Inc.512$0.25M0.0%+8.0%0.001%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.12,084$5.94M0.1%-24.9%0.030%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.22,699$11.17M0.1%-34.8%0.056%Search for SEC Filing on Google Icon
11/8/2024Jennison Associates LLC122,862$60.43M0.0%+9.0%0.304%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Watsco logo
Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, refrigeration equipment, and related parts and supplies in the United States and internationally. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.
Read More on Watsco

Today's Range

Now: $533.40
Low: $526.21
High: $536.74

50 Day Range

MA: $496.90
Low: $466.53
High: $543.06

52 Week Range

Now: $533.40
Low: $373.33
High: $545.49

Volume

135,741 shs

Average Volume

214,666 shs

Market Capitalization

$21.54 billion

P/E Ratio

41.22

Dividend Yield

2.03%

Beta

0.88

Who are the company insiders with the largest holdings of Watsco?

Watsco's top insider shareholders include:
  1. Barry S Logan (EVP)
  2. John Alexander Macdonald (Director)
Learn More about top insider investors at Watsco.

Who are the major institutional investors of Watsco?

Watsco's top institutional shareholders include:
  1. FMR LLC — 8.98%
  2. Charles Schwab Investment Management Inc. — 3.10%
  3. Baillie Gifford & Co. — 3.06%
  4. State Street Corp — 2.91%
  5. Geode Capital Management LLC — 1.74%
  6. Markel Group Inc. — 1.44%
Learn More about top institutional investors of Watsco stock.

Which institutional investors are selling Watsco stock?

Within the last quarter, WSO stock was sold by these institutional investors:
  1. Baillie Gifford & Co.
  2. Barclays PLC
  3. Wellington Management Group LLP
  4. Principal Financial Group Inc.
  5. Bank of Montreal Can
  6. Massachusetts Financial Services Co. MA
  7. Swedbank AB
  8. Swedbank AB
Within the last year, company insiders that have sold Watsco company stock include:
  1. Barry S Logan (EVP)
  2. John Alexander Macdonald (Director)
Learn More investors selling Watsco stock.

Which institutional investors are buying Watsco stock?

Within the previous quarter, WSO stock was acquired by institutional investors including:
  1. FMR LLC
  2. International Assets Investment Management LLC
  3. Benjamin Edwards Inc.
  4. State Street Corp
  5. Geode Capital Management LLC
  6. Charles Schwab Investment Management Inc.
  7. Jane Street Group LLC
  8. Brown Brothers Harriman & Co.