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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: $500.25
Price Change: ▲ Price Increase of +13.71 (2.82%)
As of 09/19/2024 06:13 PM 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
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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
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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
9/5/2024Sanctuary Advisors LLC7,981$3.54M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers7,389$3.42M0.0%-11.8%0.018%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp44,672$20.69M0.0%-7.7%0.111%Search for SEC Filing on Google Icon
8/19/2024B. Riley Wealth Advisors Inc.2,785$1.29M0.0%-16.1%0.007%Search for SEC Filing on Google Icon
8/16/2024Quarry LP57$26K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/16/2024Covington Investment Advisors Inc.32,200$14.92M2.4%-3.1%0.080%Search for SEC Filing on Google Icon
8/16/2024Northwestern Mutual Wealth Management Co.2,034$0.94M0.0%-73.9%0.005%Search for SEC Filing on Google Icon
8/16/2024NewEdge Advisors LLC2,573$1.19M0.0%-7.9%0.006%Search for SEC Filing on Google Icon
8/16/2024Creative Planning4,841$2.24M0.0%+9.2%0.012%Search for SEC Filing on Google Icon
8/16/2024Magnolia Capital Advisors LLC6,487$3.01M0.1%N/A0.016%Search for SEC Filing on Google Icon
8/16/2024Buck Wealth Strategies LLC15,086$6.99M2.1%N/A0.037%Search for SEC Filing on Google Icon
8/16/2024Ascent Group LLC2,419$1.12M0.1%-4.0%0.006%Search for SEC Filing on Google Icon
8/15/2024Lighthouse Investment Partners LLC9,212$4.27M0.2%N/A0.023%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp5,862$2.72M0.0%-0.6%0.015%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 22,136$10.25M0.0%-0.9%0.055%Search for SEC Filing on Google Icon
8/15/2024MBB Public Markets I LLC2,300$1.07M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP440$0.20M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/15/2024APG Asset Management N.V.3,000$1.30M0.0%+400.0%0.007%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC15,150$7.02M0.0%-16.8%0.038%Search for SEC Filing on Google Icon
8/15/2024AXA S.A.34,894$16.16M0.0%+33.6%0.086%Search for SEC Filing on Google Icon
8/15/2024Alpha DNA Investment Management LLC667$0.31M0.1%+28.3%0.002%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC129,543$60.01M0.1%-31.0%0.321%Search for SEC Filing on Google Icon
8/14/2024Fred Alger Management LLC116$54K0.0%-97.9%0.000%Search for SEC Filing on Google Icon
8/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp6,497$3.01M0.0%+60.7%0.016%Search for SEC Filing on Google Icon
8/14/2024Interval Partners LP25,344$11.74M0.3%N/A0.063%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.5,128$2.38M0.0%-16.8%0.013%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can32,972$15.90M0.0%+213.2%0.082%Search for SEC Filing on Google Icon
8/14/2024Evergreen Capital Management LLC1,076$0.50M0.0%+70.5%0.003%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC3,709$1.82M0.1%+9.9%0.009%Search for SEC Filing on Google Icon
8/14/2024Frank Rimerman Advisors LLC1,462$0.68M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC928$0.43M0.0%-25.0%0.002%Search for SEC Filing on Google Icon
8/13/2024Kayne Anderson Rudnick Investment Management LLC1,536,756$711.89M1.7%-8.8%3.810%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc22,507$10.43M0.0%-0.7%0.056%Search for SEC Filing on Google Icon
8/13/2024Ameritas Investment Partners Inc.6,809$3.15M0.2%-1.3%0.017%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans39,679$18.38M0.0%+6.6%0.098%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.50,523$23.40M0.0%-2.6%0.125%Search for SEC Filing on Google Icon
8/13/2024Pacer Advisors Inc.6,158$2.85M0.0%-11.0%0.015%Search for SEC Filing on Google Icon
8/13/2024Skandinaviska Enskilda Banken AB publ 7,445$3.45M0.0%+2.8%0.018%Search for SEC Filing on Google Icon
8/13/2024AE Wealth Management LLC28,443$13.18M0.1%-21.3%0.071%Search for SEC Filing on Google Icon
8/13/2024King Luther Capital Management Corp106,447$49.31M0.2%+3.1%0.264%Search for SEC Filing on Google Icon
8/13/2024Bridges Investment Management Inc.1,887$0.87M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/13/2024Benjamin Edwards Inc.4,823$2.23M0.4%-3.5%0.012%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado3,650$1.69M0.0%-3.5%0.009%Search for SEC Filing on Google Icon
8/13/2024Benjamin F. Edwards & Company Inc.101,381$46.96M0.8%+0.4%0.251%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC10,730$4.97M0.1%+495.1%0.027%Search for SEC Filing on Google Icon
8/12/2024Inspire Investing LLC6,365$2.95M0.3%-16.3%0.016%Search for SEC Filing on Google Icon
8/12/2024Middleton & Co. Inc. MA8,907$4.13M0.5%-7.6%0.022%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC36,917$17.11M0.0%-0.5%0.092%Search for SEC Filing on Google Icon
8/12/2024Waterloo Capital L.P.665$0.31M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/12/2024Blair William & Co. IL801,152$371.13M1.1%+1.2%1.986%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC3,499$1.62M0.0%+22.7%0.009%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank16,319$7.56M0.1%-5.8%0.040%Search for SEC Filing on Google Icon
8/12/2024Tredje AP fonden2,728$1.26M0.0%-1.6%0.007%Search for SEC Filing on Google Icon
8/12/2024Argent Trust Co5,806$2.69M0.1%+1.7%0.014%Search for SEC Filing on Google Icon
8/12/2024SYSTM Wealth Solutions LLC4,389$2.03M0.5%-43.3%0.011%Search for SEC Filing on Google Icon
8/10/2024Wealth Alliance1,999$0.93M0.1%-11.0%0.005%Search for SEC Filing on Google Icon
8/10/2024Bradley Foster & Sargent Inc. CT46,917$21.73M0.4%+3.8%0.116%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC18,326$8.49M0.1%-1.7%0.045%Search for SEC Filing on Google Icon
8/10/2024Cranbrook Wealth Management LLC1,304$0.60M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/10/2024Virtu Financial LLC2,289$1.06M0.1%N/A0.006%Search for SEC Filing on Google Icon
8/9/2024Citizens Financial Group Inc. RI2,288$1.06M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/9/2024Massachusetts Financial Services Co. MA20,545$9.52M0.0%-12.2%0.051%Search for SEC Filing on Google Icon
8/9/2024Brown Brothers Harriman & Co.91,548$42.41M0.3%+17.1%0.227%Search for SEC Filing on Google Icon
8/9/2024Prime Capital Investment Advisors LLC3,488$1.62M0.0%+29.6%0.009%Search for SEC Filing on Google Icon
8/9/2024Spectrum Wealth Counsel LLC11,715$5.43M0.7%-7.2%0.029%Search for SEC Filing on Google Icon
8/8/2024Prosperity Consulting Group LLC11,441$5.30M0.7%-8.5%0.028%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.266,227$123.33M0.0%-4.2%0.661%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.20,806$9.64M0.1%+8.6%0.052%Search for SEC Filing on Google Icon
8/8/2024Krane Funds Advisors LLC611$0.28M0.0%-43.7%0.002%Search for SEC Filing on Google Icon
8/8/2024William Blair Investment Management LLC65,067$30.14M0.1%-2.8%0.161%Search for SEC Filing on Google Icon
8/8/2024Thoroughbred Financial Services LLC1,419$0.66M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/8/2024Parallel Advisors LLC1,416$0.66M0.0%-1.8%0.004%Search for SEC Filing on Google Icon
8/8/2024GHP Investment Advisors Inc.7,986$3.70M0.2%-5.9%0.020%Search for SEC Filing on Google Icon
8/8/2024DekaBank Deutsche Girozentrale38,798$17.90M0.0%-0.1%0.096%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer & Co. Inc.8,700$4.03M0.1%+9.5%0.022%Search for SEC Filing on Google Icon
8/8/2024Trueblood Wealth Management LLC3,642$1.69M1.0%+1.1%0.009%Search for SEC Filing on Google Icon
8/8/2024BOKF NA2,445$1.13M0.0%-1.7%0.006%Search for SEC Filing on Google Icon
8/8/2024Achmea Investment Management B.V.21,122$9.79M0.2%-44.9%0.052%Search for SEC Filing on Google Icon
8/8/2024Forsta AP Fonden7,100$3.29M0.0%-17.4%0.018%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.13,733$6.36M0.0%+3.9%0.034%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D12,597$5.84M0.0%-34.1%0.031%Search for SEC Filing on Google Icon
8/7/2024Coldstream Capital Management Inc.5,249$2.43M0.1%+1.8%0.013%Search for SEC Filing on Google Icon
8/7/2024Daiwa Securities Group Inc.2,400$1.11M0.0%+9.1%0.006%Search for SEC Filing on Google Icon
8/7/2024Vision Capital Management Inc.19,477$9.02M1.3%-0.3%0.048%Search for SEC Filing on Google Icon
8/7/2024Andra AP fonden2,800$1.30M0.0%-83.8%0.007%Search for SEC Filing on Google Icon
8/7/2024Royal London Asset Management Ltd.14,385$6.66M0.0%-57.7%0.036%Search for SEC Filing on Google Icon
8/7/2024Dorsey & Whitney Trust CO LLC762$0.35M0.0%-2.9%0.002%Search for SEC Filing on Google Icon
8/7/2024LGT Group Foundation15,477$7.17M0.1%+7.7%0.038%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp32,799$15.19M0.1%+19.8%0.081%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC672$0.31M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/7/2024Ashton Thomas Private Wealth LLC132$61K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC58$27K0.0%-76.6%0.000%Search for SEC Filing on Google Icon
8/6/2024Wilkinson Global Asset Management LLC88,575$41.03M2.6%-3.6%0.220%Search for SEC Filing on Google Icon
8/6/2024Anchor Capital Advisors LLC92,183$42.70M1.2%-27.9%0.229%Search for SEC Filing on Google Icon
8/6/2024Acadian Asset Management LLC807$0.37M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/6/2024New Mexico Educational Retirement Board6,400$2.97M0.1%-5.9%0.016%Search for SEC Filing on Google Icon
8/6/2024Strategic Financial Concepts LLC23,543$10.91M0.0%N/A0.058%Search for SEC Filing on Google Icon
8/6/2024Norden Group LLC1,700$0.79M0.2%-7.1%0.004%Search for SEC Filing on Google Icon
8/6/2024Advisor OS LLC2,863$1.33M0.1%-1.3%0.007%Search for SEC Filing on Google Icon
8/6/2024UNIVEST FINANCIAL Corp619$0.29M0.1%-6.1%0.002%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: $500.25
Low: $491.57
High: $502.74

50 Day Range

MA: $478.53
Low: $448.66
High: $519.73

52 Week Range

Now: $500.25
Low: $338.58
High: $520.41

Volume

189,512 shs

Average Volume

296,122 shs

Market Capitalization

$20.18 billion

P/E Ratio

38.48

Dividend Yield

2.22%

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. Kayne Anderson Rudnick Investment Management LLC — 3.81%
  2. Baillie Gifford & Co. — 3.52%
  3. Blair William & Co. IL — 1.99%
  4. Markel Group Inc. — 1.42%
  5. Bank of New York Mellon Corp — 0.98%
  6. Raymond James & Associates — 0.89%
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. Kayne Anderson Rudnick Investment Management LLC
  2. Squarepoint Ops LLC
  3. Baillie Gifford & Co.
  4. Anchor Capital Advisors LLC
  5. Natixis Advisors LLC
  6. Principal Financial Group Inc.
  7. Royal London Asset Management Ltd.
  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. Interval Partners LP
  2. Strategic Financial Concepts LLC
  3. Bank of Montreal Can
  4. Buck Wealth Strategies LLC
  5. Conestoga Capital Advisors LLC
  6. Brown Brothers Harriman & Co.
  7. Lighthouse Investment Partners LLC
  8. Blair William & Co. IL
Tim Sykes’ Urgent Trade Alert: “Make this move now”
From Timothy Sykes   |   Ad
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT about Trump or Biden dropping out of the race…
Click here to see a unique election-year trade