WSO-B WATSCO INC
FollowCL B CONV (common), issuer CIK 105016
14 managers (14 13F filers) reported a position in WSO-B shares at 2024-12-31, 25,134 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 0
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 25,134
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP | 10,276 | $5.5M | <0.01% | 0 | 13F-HRTimelineGroup |
| GABELLI FUNDS LLCin group GAMCO Investors (Gabelli) | 7,875 | $4.21M | 0.03% | 0 | 13F-HRTimelineGroup |
| FAS Wealth Partners, Inc. | 2,164 | $1.02M | 0.09% | 0 | 13F-HRTimeline |
| CSS LLC/IL | 1,295 | $625K | 0.04% | -126 | 13F-HRTimeline |
| UMB Bank, n.a. | 1,062 | $568K | 0.01% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Crews Bank & Trust | 700 | $331K | 0.06% | 13F-HRTimeline | |
| MORGAN STANLEYin group MORGAN STANLEY | 588 | $278K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Beacon Pointe Advisors, LLC | 553 | $261K | <0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 545 | $257K | <0.01% | 13F-HR/ATimelineGroup | |
| Caitong International Asset Management … | 36 | $19.3K | 0.02% | 13F-HR/ATimeline | |
| UBS Group AGin group UBS Group AG | 30 | $14.2K | <0.01% | -2 | 13F-HRTimelineGroup |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 9 | $4.25K | <0.01% | +1 | 13F-HRTimelineGroup |
| BlackRock, Inc.in group BlackRock, Inc. | 1 | $472 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |