WSO Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 12.86%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $8,443,884.42

Watsco Insider Trading History Chart

Watsco Share Price & Price History

^$510.65

▼ -4.174 (-0.81%)

As of 04/15/2025 04:59 PM ET

Days: 30 | 90 | 365

Watsco Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/18/2024	Barry S. Logan	EVP	Sell	10,998	$508.21	$5,589,293.58
5/10/2024	Barry S Logan	EVP	Sell	774	$473.85	$366,759.90	1,770
5/9/2024	John Alexander Macdonald	Director	Sell	5,334	$466.41	$2,487,830.94
5/27/2022	Cesar L. Alvarez	Director	Sell	4,000	$253.55	$1,014,200.00

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

Watsco Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/15/2025	Fifth Third Bancorp	1,028	$0.52M	0.0%	+4.8%	0.003%
4/15/2025	Simon Quick Advisors LLC	900	$0.46M	0.0%	+11.4%	0.002%
4/15/2025	Alpha Omega Wealth Management LLC	3,409	$1.73M	0.3%	+6.4%	0.008%
4/15/2025	Trinity Financial Advisors LLC	3,200	$1.63M	0.3%	+608.0%	0.008%
4/15/2025	Donaldson Capital Management LLC	1,491	$0.76M	0.0%	+6.3%	0.004%
4/15/2025	Trueblood Wealth Management LLC	3,994	$2.03M	0.9%	+5.6%	0.010%
4/15/2025	Handelsbanken Fonder AB	123,458	$62.75M	0.3%	+0.8%	0.306%
4/15/2025	SG Americas Securities LLC	844	$0.43M	0.0%	+133.1%	0.002%
4/15/2025	Avanza Fonder AB	3,788	$1.97M	0.1%	-3.2%	0.009%
4/15/2025	Abacus FCF Advisors LLC	5,911	$3.01M	0.5%	-2.3%	0.015%
4/15/2025	Parsons Capital Management Inc. RI	1,931	$0.98M	0.1%	-2.1%	0.005%
4/15/2025	Manitou Investment Management Ltd.	50	$25K	0.0%	N/A	0.000%
4/15/2025	Fiduciary Financial Group LLC	778	$0.39M	0.1%	-2.8%	0.002%
4/15/2025	GAMMA Investing LLC	940	$0.48M	0.0%	+76.0%	0.002%
4/14/2025	Yousif Capital Management LLC	12,350	$6.28M	0.1%	-2.1%	0.031%
4/14/2025	Tounjian Advisory Partners LLC	1,980	$1.01M	0.2%	N/A	0.005%
4/14/2025	Farther Finance Advisors LLC	1,605	$0.82M	0.0%	+7.9%	0.004%
4/14/2025	City Holding Co.	57	$29K	0.0%	N/A	0.000%
4/14/2025	Portside Wealth Group LLC	3,044	$1.55M	0.2%	+4.7%	0.008%
4/14/2025	Baldwin Wealth Partners LLC MA	407	$0.21M	0.0%	-5.6%	0.001%
4/14/2025	Fenimore Asset Management Inc	58,405	$29.69M	0.6%	+0.4%	0.145%
4/14/2025	First Citizens Bank & Trust Co.	906	$0.46M	0.0%	+34.4%	0.002%
4/14/2025	OLD National Bancorp IN	3,997	$2.03M	0.1%	-21.6%	0.010%
4/14/2025	Yarbrough Capital LLC	716	$0.36M	0.0%	N/A	0.002%
4/11/2025	Gateway Investment Advisers LLC	2,916	$1.48M	0.0%	-27.7%	0.007%
4/11/2025	Cranbrook Wealth Management LLC	1,884	$0.96M	0.2%	-1.6%	0.005%
4/11/2025	Procyon Advisors LLC	3,127	$1.59M	0.1%	+6.3%	0.008%
4/11/2025	Curat Global LLC	460	$0.23M	0.3%	N/A	0.001%
4/11/2025	E. Ohman J or Asset Management AB	1,305	$0.66M	0.0%	-19.4%	0.003%
4/10/2025	Breakwater Capital Group	520	$0.26M	0.0%	+5.9%	0.001%
4/10/2025	Thrive Wealth Management LLC	725	$0.37M	0.1%	+17.3%	0.002%
4/10/2025	Thurston Springer Miller Herd & Titak Inc.	923	$0.47M	0.1%	+6.8%	0.002%
4/10/2025	Naples Global Advisors LLC	15,883	$8.07M	0.8%	-2.3%	0.039%
4/10/2025	Portside Wealth Group LLC	2,912	$1.38M	0.2%	+3.3%	0.007%
4/10/2025	Northside Capital Management LLC	488	$0.25M	0.0%	-7.6%	0.001%
4/10/2025	Hennion & Walsh Asset Management Inc.	3,442	$1.75M	0.1%	-3.8%	0.009%
4/10/2025	Heritage Family Offices LLP	1,086	$0.55M	0.3%	+20.9%	0.003%
4/10/2025	AEGON ASSET MANAGEMENT UK Plc	112,565	$57.02M	0.8%	-19.1%	0.279%
4/9/2025	RFG Advisory LLC	4,518	$2.30M	0.1%	+16.1%	0.011%
4/9/2025	ST Germain D J Co. Inc.	72	$37K	0.0%	+260.0%	0.000%
4/9/2025	LVW Advisors LLC	1,823	$0.93M	0.1%	-4.8%	0.005%
4/9/2025	NBC Securities Inc.	1,126	$0.57M	0.0%	+112,500.0%	0.003%
4/9/2025	Dudley & Shanley Inc.	25,428	$12.93M	2.0%	+0.1%	0.063%
4/9/2025	Woodstock Corp	517	$0.26M	0.0%	-23.4%	0.001%
4/9/2025	American National Bank & Trust	2,487	$1.26M	0.1%	+4.5%	0.006%
4/8/2025	Rhumbline Advisers	105,845	$53.80M	0.1%	-0.5%	0.262%
4/7/2025	GAMMA Investing LLC	477,802	$242.87M	0.0%	+89,376.0%	1.183%
4/7/2025	Bath Savings Trust Co	39,314	$19.98M	2.1%	-0.5%	0.097%
4/4/2025	Webster Bank N. A.	1,493	$0.76M	0.1%	-4.8%	0.004%
3/18/2025	California State Teachers Retirement System	51,597	$24.45M	0.0%	-5.4%	0.128%
3/17/2025	Wealth Enhancement Advisory Services LLC	15,747	$7.46M	0.0%	-2.8%	0.039%
3/12/2025	Centaurus Financial Inc.	6,423	$3.04M	0.2%	+4.2%	0.016%
3/4/2025	Siemens Fonds Invest GmbH	4,193	$1.99M	0.1%	+215.0%	0.010%
2/26/2025	LifeWealth Investments LLC	465	$0.22M	0.1%	N/A	0.001%
2/25/2025	B. Riley Wealth Advisors Inc.	2,080	$0.99M	0.0%	+2.5%	0.005%
2/24/2025	Great Valley Advisor Group Inc.	9,623	$4.56M	0.1%	+9.4%	0.024%
2/20/2025	Mackenzie Financial Corp	5,158	$2.44M	0.0%	-19.8%	0.013%
2/20/2025	Castlekeep Investment Advisors LLC	9,952	$4.72M	0.8%	N/A	0.025%
2/19/2025	Toronto Dominion Bank	4,552	$2.16M	0.0%	+6.9%	0.011%
2/19/2025	Public Employees Retirement System of Ohio	13,906	$6.59M	0.0%	-7.0%	0.034%
2/18/2025	GTS Securities LLC	557	$0.26M	0.0%	-65.2%	0.001%
2/18/2025	Patrick Mauro Investment Advisor INC.	25,494	$12.08M	6.9%	-3.6%	0.063%
2/18/2025	Glen Eagle Advisors LLC	301	$0.14M	0.0%	-14.0%	0.001%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	130,379	$61.79M	0.0%	+9.7%	0.323%
2/17/2025	Voloridge Investment Management LLC	9,576	$4.54M	0.0%	+12.6%	0.024%
2/17/2025	Worldquant Millennium Advisors LLC	19,010	$9.01M	0.1%	+3.7%	0.047%
2/17/2025	Williams Jones Wealth Management LLC.	144,435	$68.45M	0.8%	+13.0%	0.358%
2/17/2025	Zurich Insurance Group Ltd FI	8,517	$4.04M	0.0%	+107.7%	0.021%
2/17/2025	iSAM Funds UK Ltd	439	$0.21M	0.2%	-62.4%	0.001%
2/17/2025	Vident Advisory LLC	1,495	$0.71M	0.0%	+12.7%	0.004%
2/17/2025	Tidal Investments LLC	948	$0.45M	0.0%	-58.2%	0.002%
2/17/2025	Teza Capital Management LLC	1,488	$0.71M	0.1%	-63.7%	0.004%
2/17/2025	TrinityPoint Wealth LLC	2,143	$1.02M	0.1%	+6.2%	0.005%
2/17/2025	Toronto Dominion Bank	4,552	$2.16M	0.0%	+6.9%	0.011%
2/17/2025	Siemens Fonds Invest GmbH	4,193	$1.99M	0.1%	+215.0%	0.010%
2/17/2025	Royal Bank of Canada	228,115	$108.10M	0.0%	+1.5%	0.565%
2/17/2025	Raiffeisen Bank International AG	603	$0.29M	0.0%	N/A	0.001%
2/17/2025	ProShare Advisors LLC	1,629	$0.77M	0.0%	+7.4%	0.004%
2/17/2025	Prospect Capital Advisors LLC	9,635	$4.57M	2.7%	-17.6%	0.024%
2/17/2025	Quantinno Capital Management LP	6,558	$3.11M	0.0%	+5.4%	0.016%
2/17/2025	Man Group plc	17,474	$8.28M	0.0%	+26.8%	0.043%
2/17/2025	Nomura Holdings Inc.	4,622	$2.19M	0.0%	N/A	0.011%
2/17/2025	Nuveen Asset Management LLC	83,561	$39.60M	0.0%	-7.0%	0.207%
2/17/2025	OMERS ADMINISTRATION Corp	1,418	$0.67M	0.0%	+20.9%	0.004%
2/17/2025	Obermeyer Wealth Partners	5,450	$2.58M	0.1%	+1.4%	0.013%
2/17/2025	Gotham Asset Management LLC	27,076	$12.83M	0.1%	+37.9%	0.067%
2/17/2025	Graham Capital Management L.P.	3,700	$1.75M	0.0%	N/A	0.009%
2/17/2025	Focus Partners Wealth	7,714	$3.71M	0.0%	+48.0%	0.019%
2/17/2025	Fund 1 Investments LLC	438	$0.21M	0.0%	N/A	0.001%
2/17/2025	Ellevest Inc.	937	$0.44M	0.0%	-2.2%	0.002%
2/17/2025	Ensign Peak Advisors Inc	19,903	$9.43M	0.0%	-12.3%	0.049%
2/17/2025	Ethic Inc.	3,705	$1.76M	0.0%	+16.8%	0.009%
2/17/2025	Fiduciary Trust Co	9,364	$4.44M	0.1%	-3.0%	0.023%
2/17/2025	FORA Capital LLC	3,170	$1.50M	0.2%	N/A	0.008%
2/17/2025	Deutsche Bank AG	54,970	$26.05M	0.0%	-8.7%	0.136%
2/17/2025	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	27,789	$13.17M	0.0%	-1.9%	0.069%
2/17/2025	EP Wealth Advisors LLC	760	$0.36M	0.0%	+41.0%	0.002%
2/17/2025	CoreCap Advisors LLC	3,357	$1.59M	0.1%	+7.6%	0.008%
2/17/2025	Cresset Asset Management LLC	7,191	$3.41M	0.0%	-38.6%	0.018%
2/17/2025	Crestline Management LP	8,709	$4.13M	0.1%	+278.8%	0.022%

Data available starting January 2016

See Full Table

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.

Today's Range

Now: $510.65

$504.30

$518.00

50 Day Range

MA: $498.55

$461.08

$530.16

52 Week Range

Now: $510.65

$396.82

$571.42

Volume

206,382 shs

Average Volume

254,066 shs

Market Capitalization

$20.63 billion

P/E Ratio

38.54

Dividend Yield

2.16%

Beta

Who are the company insiders with the largest holdings of Watsco?: Watsco's top insider shareholders include:
Barry S Logan (EVP)
Barry S Logan (EVP)
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:
GAMMA Investing LLC — 1.18%
Handelsbanken Fonder AB — 0.31%
AEGON ASSET MANAGEMENT UK Plc — 0.28%
Rhumbline Advisers — 0.26%
Fenimore Asset Management Inc — 0.14%
Bath Savings Trust Co — 0.10%
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:
AEGON ASSET MANAGEMENT UK Plc
Gateway Investment Advisers LLC
OLD National Bancorp IN
Rhumbline Advisers
Naples Global Advisors LLC
E. Ohman J or Asset Management AB
Yousif Capital Management LLC
Bath Savings Trust Co
Within the last year, company insiders that have sold Watsco company stock include:
Barry S Logan (EVP)
Barry S Logan (EVP)
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:
GAMMA Investing LLC
Trinity Financial Advisors LLC
Tounjian Advisory Partners LLC
NBC Securities Inc.
Handelsbanken Fonder AB
Yarbrough Capital LLC
RFG Advisory LLC
SG Americas Securities LLC