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Public ownership evidence

Watsco, Inc. (WSO) Ownership Disclosures

Read WSO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-292$833None
Cornerstone Financial Management LLC2026-03-312026-08-293$1,091None
Cornerstone Financial Management LLC2025-12-312026-08-293$1,011None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,812$1,429,567None
Advisors Asset Management, Inc.2021-12-312026-08-2826,469$8,281,621None
Advisors Asset Management, Inc.2022-12-312026-08-2818,919$4,718,399None
Advisors Asset Management, Inc.2020-06-302026-08-2826,808$4,763,782None
Advisors Asset Management, Inc.2022-06-302026-08-2823,513$5,615,000None
Advisors Asset Management, Inc.2021-09-302026-08-2822,781$6,028,000None
Corient Private Wealth LP2026-06-302026-08-28142,342$59,318,352None
Corient Private Wealth LP2026-06-302026-08-282,577$1,073,913None
Formuepleje A/S2024-12-312026-08-2865,618$31,095,714None
Formuepleje A/S2024-09-302026-08-2872,696$35,757,708None
Formuepleje A/S2024-06-302026-08-2862,034$28,736,630None
Formuepleje A/S2024-03-312026-08-2836,644$15,829,109None
Formuepleje A/S2023-12-312026-08-2816,184$6,934,358None
Principia Wealth Advisory, LLC2026-06-302026-08-273$1,250None
Principia Wealth Advisory, LLC2026-03-312026-08-274$1,455None
Advisors Asset Management, Inc.2024-03-312026-08-2717,383$7,508,935None
Advisors Asset Management, Inc.2025-03-312026-08-276,196$3,149,427None
Advisors Asset Management, Inc.2022-09-302026-08-2722,001$5,664,000None
Advisors Asset Management, Inc.2020-12-312026-08-2726,530$6,010,000None
Advisors Asset Management, Inc.2022-03-312026-08-2726,267$8,001,979None
Advisors Asset Management, Inc.2023-06-302026-08-2715,814$6,032,567None
Advisors Asset Management, Inc.2023-09-302026-08-2716,906$6,385,734None
Advisors Asset Management, Inc.2023-03-312026-08-2713,653$4,343,838None
Advisors Asset Management, Inc.2021-03-312026-08-2727,575$7,190,181None
Advisors Asset Management, Inc.2021-06-302026-08-2720,804$5,963,000None
Advisors Asset Management, Inc.2020-09-302026-08-2725,034$5,830,168None
Advisors Asset Management, Inc.2025-09-302026-08-275,095$2,059,909None
Advisors Asset Management, Inc.2023-12-312026-08-2717,550$7,519,649None
Dakota Wealth Management2025-09-302026-08-27596$240,963None
Dakota Wealth Management2025-12-312026-08-27658$221,714None
Dakota Wealth Management2026-03-312026-08-27706$256,836None
Redwood Investment Management, LLC2025-06-302026-08-273,094$1,366,000None
Giverny Capital Inc.2026-06-302026-08-2765,975$27,493,762None
Advisors Asset Management, Inc.2019-12-312026-08-2648,470$8,731,871None
Advisors Asset Management, Inc.2025-06-302026-08-256,258$2,763,658None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2546,560$19,402,949None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2519,402,949$46,560,000None
Advisors Asset Management, Inc.2024-09-302026-08-2212,084$5,943,878None
Advisors Asset Management, Inc.2024-06-302026-08-2216,088$7,452,605None
Advisors Asset Management, Inc.2024-12-312026-08-2210,316$4,888,649None
Advisors Asset Management, Inc.2025-12-312026-08-226,705$2,259,250None
Advisors Asset Management, Inc.2020-03-312026-08-2249,488$7,820,589None
Archer Investment Corp2026-06-302026-08-2042$17,503None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2048$20,003None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20488$203,447None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,624$2,760,319None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,408$586,897None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.