WSO-B WATSCO INC
FollowCL B CONV (common), issuer CIK 105016
11 managers (11 13F filers) reported a position in WSO-B shares at 2025-03-31, 23,789 shares in all. 0 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 0
- Added
- 2
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 23,789
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 10,265 | $5.21M | <0.01% | -11 | 13F-HRTimelineGroup |
| GABELLI FUNDS LLCin group GAMCO Investors (Gabelli) | 7,875 | $3.99M | 0.03% | 0 | 13F-HRTimelineGroup |
| FAS Wealth Partners, Inc. | 2,164 | $1.1M | 0.09% | 0 | 13F-HRTimeline |
| UMB Bank, n.a. | 1,062 | $538K | 0.01% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Crews Bank & Trust | 700 | $354K | 0.06% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 588 | $298K | <0.01% | 0 | 13F-HRTimelineGroup |
| Beacon Pointe Advisors, LLC | 553 | $280K | <0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 547 | $277K | <0.01% | +2 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 34 | $17.2K | <0.01% | +4 | 13F-HRTimelineGroup |
| BlackRock, Inc.in group BlackRock, Inc. | 1 | $506 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |