Stock Transactions — WATSCO INC

Total Bought
4,790,004
360 transactions
Total Sold
4,046,929
314 transactions
Net
+743,075
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
Capital Research Global Investors01,898,603+1,898,6030.000.11+0.11buy
BlackRock, Inc.3,685,2804,090,055+404,7750.020.03+0.01buy
GOLDMAN SACHS GROUP INC304,763560,672+255,9090.010.03+0.01buy
BAILLIE GIFFORD & CO917,4921,137,258+219,7660.260.42+0.17buy
UBS Group AG186,875363,127+176,2520.010.02+0.01buy
SG Capital Management LLC0161,191+161,1910.004.83+4.83buy
Junto Capital Management LP0145,151+145,1510.001.12+1.12buy
BROWN ADVISORY INC2,482102,900+100,4180.000.06+0.06buy
PRINCIPAL FINANCIAL GROUP INC77,763174,551+96,7880.010.03+0.02buy
DAVENPORT & Co LLC470,177545,278+75,1010.861.10+0.24buy
ENVESTNET ASSET MANAGEMENT INC218,586292,356+73,7700.020.03+0.01buy
MORGAN STANLEY824,866890,992+66,1260.020.02+0.00buy
RIVERBRIDGE PARTNERS LLC69,410131,738+62,3280.441.17+0.73buy
JONES FINANCIAL COMPANIES LLLP2,15658,512+56,3560.000.01+0.01buy
DONALDSON CAPITAL MANAGEMENT, LLC109,931162,639+52,7081.181.92+0.74buy
DDD Partners, LLC050,496+50,4960.001.27+1.27buy
FIFTH THIRD BANCORP1,59547,567+45,9720.000.03+0.03buy
Intrinsic Edge Capital Management LLC040,000+40,0000.002.65+2.65buy
Gotham Asset Management, LLC26,86263,568+36,7060.030.07+0.04buy
STATE STREET CORP1,240,6361,273,941+33,3050.010.02+0.00buy
RAYMOND JAMES FINANCIAL INC393,870426,905+33,0350.040.05+0.01buy
AMERIPRISE FINANCIAL INC37,46368,572+31,1090.000.01+0.00buy
BANK OF AMERICA CORP /DE/213,603239,606+26,0030.010.01+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP025,075+25,0750.000.01+0.01buy
Freestone Grove Partners LP023,359+23,3590.000.06+0.06buy
FIRST TRUST ADVISORS LP12,00434,212+22,2080.000.01+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC128,578149,692+21,1140.010.01+0.00buy
COMMERCE BANK1,96222,509+20,5470.000.04+0.04buy
FENIMORE ASSET MANAGEMENT INC60,85980,971+20,1120.430.66+0.23buy
MILLENNIUM MANAGEMENT LLC28,35546,769+18,4140.010.01+0.01buy
CIBC WORLD MARKET INC.7,11624,294+17,1780.000.02+0.01buy
GEODE CAPITAL MANAGEMENT, LLC638,014654,030+16,0160.010.01+0.00buy
MARSHALL WACE, LLP014,330+14,3300.000.01+0.01buy
Nuveen, LLC61,06775,300+14,2330.010.01+0.00buy
Baird Financial Group, Inc.109,609122,206+12,5970.060.07+0.01buy
AEGON ASSET MANAGEMENT UK PLC114,004125,107+11,1030.460.60+0.14buy
Handelsbanken Fonder AB41,65852,738+11,0800.040.06+0.02buy
WESTFIELD CAPITAL MANAGEMENT CO LP09,822+9,8220.000.01+0.01buy
Ironvine Capital Partners, LLC9,64618,947+9,3010.330.76+0.43buy
CAMBIAR INVESTORS LLC09,147+9,1470.000.15+0.15buy
Canal Capital Management, LLC8,99117,970+8,9790.430.88+0.46buy
Quantinno Capital Management LP14,42523,306+8,8810.010.01+0.00buy
Tredje AP-fonden08,497+8,4970.000.02+0.02buy
IFM Investors Pty Ltd07,461+7,4610.000.02+0.02buy
Voleon Capital Management LP3,97911,290+7,3110.030.09+0.06buy
STIFEL FINANCIAL CORP103,504110,760+7,2560.030.04+0.01buy
OPPENHEIMER ASSET MANAGEMENT INC.9,65316,865+7,2120.040.07+0.03buy
Hosking Partners LLP07,092+7,0920.000.09+0.09buy
TD PRIVATE CLIENT WEALTH LLC3,69210,775+7,0830.030.08+0.05buy
Swiss National Bank95,644102,484+6,8400.020.02+0.00buy
ROYAL BANK OF CANADA137,656144,173+6,5170.010.01+0.00buy
Jump Financial, LLC5967,081+6,4850.000.04+0.04buy
HEARTLAND ADVISORS INC45,15151,593+6,4420.820.96+0.14buy
WORLDQUANT MILLENNIUM ADVISORS LLC06,418+6,4180.000.01+0.01buy
Conestoga Capital Advisors, LLC115,568121,904+6,3360.660.89+0.23buy
NATIXIS ADVISORS, LLC56,97663,225+6,2490.030.03+0.00buy
AQR CAPITAL MANAGEMENT LLC14,95121,160+6,2090.000.00+0.00buy
Creative Planning8,80414,994+6,1900.000.00+0.00buy
NORTHERN TRUST CORP319,162325,306+6,1440.010.02+0.00buy
ANCHOR CAPITAL ADVISORS LLC85,39291,378+5,9860.830.95+0.11buy
Swedbank AB52,34558,214+5,8690.020.02+0.01buy
Atom Investors LP05,848+5,8480.000.15+0.15buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,55610,310+5,7540.100.24+0.13buy
Vantage Investment Partners, LLC166,172171,864+5,6923.744.31+0.58buy
Ilmarinen Mutual Pension Insurance Co05,096+5,0960.000.01+0.01buy
Capital International, Inc./CA/58,46263,551+5,0890.150.18+0.02buy
Pembroke Management, LTD46,80351,878+5,0751.632.73+1.10buy
CAPITAL ADVISORS INC/OK66,37771,088+4,7110.360.42+0.06buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP04,630+4,6300.000.00+0.00buy
MARKEL GROUP INC.577,669582,169+4,5001.551.77+0.22buy
Centiva Capital, LP03,965+3,9650.000.07+0.07buy
Mitsubishi UFJ Asset Management Co., Ltd.32,89536,678+3,7830.010.01+0.00buy
RHUMBLINE ADVISERS103,364107,110+3,7460.030.03+0.01buy
Jain Global LLC03,363+3,3630.000.02+0.02buy
Legal & General Group Plc100,452103,754+3,3020.010.01+0.00buy
Sumitomo Mitsui Trust Group, Inc.66,68069,933+3,2530.010.02+0.00buy
BRIDGES INVESTMENT MANAGEMENT INC2,3725,560+3,1880.010.03+0.02buy
PRICE T ROWE ASSOCIATES INC /MD/33,79136,912+3,1210.000.00+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE19,04922,164+3,1150.010.01+0.00buy
Waverly Advisors, LLC03,100+3,1000.000.01+0.01buy
TradeLink Capital LLC03,038+3,0380.008.35+8.35buy
TOCQUEVILLE ASSET MANAGEMENT L.P.03,000+3,0000.000.02+0.02buy
Ethic Inc.02,850+2,8500.000.02+0.02buy
LEVEL FOUR ADVISORY SERVICES, LLC5,5938,381+2,7880.060.10+0.04buy
Korea Investment CORP26,03328,745+2,7120.020.02+0.00buy
Verition Fund Management LLC6,4939,156+2,6630.010.03+0.02buy
LPL Financial LLC29,79332,288+2,4950.000.00+0.00buy
ALLSTATE CORP2,3834,872+2,4890.010.02+0.01buy
National Pension Service2,9825,383+2,4010.000.00+0.00buy
BI Asset Management Fondsmaeglerselskab A/S1,0953,405+2,3100.000.01+0.01buy
Cetera Investment Advisers10,54612,822+2,2760.000.00+0.00buy
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND9,35911,619+2,2600.030.02-0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH9,64511,900+2,2550.010.01+0.00buy
Roundview Capital LLC02,181+2,1810.000.05+0.05buy
Oak Thistle LLC2,3204,428+2,1080.110.16+0.05buy
BUCKHEAD CAPITAL MANAGEMENT LLC10,37712,430+2,0531.251.70+0.45buy
Ascent Group, LLC20,36222,374+2,0120.230.28+0.05buy
HANCOCK WHITNEY CORP01,923+1,9230.000.01+0.01buy
WoodTrust Financial Corp01,825+1,8250.000.09+0.09buy
Carnegie Investment Counsel27,94029,712+1,7720.170.21+0.04buy
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