Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
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Equity / CL B CONV
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Number of holders
-
8
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Total 13F shares, excl. options
-
24,784
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Shares change
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-3,221
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Total reported value, excl. options
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$7,810,514
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Value change
-
-$748,026
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Number of buys
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2
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Number of sells
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5
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Price
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$314.49
Institutional Holders of WATSCO INC - CL B CONV (WSOB) as of Q1 2023
As of 31 Mar 2023 WATSCO INC - CL B CONV (WSOB) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 24,784 shares of stock of the company.
Largest 8 holders included DIMENSIONAL FUND ADVISORS LP, GABELLI FUNDS LLC, FAS Wealth Partners, Inc., CSS LLC/IL, UMB Bank, n.a., MORGAN STANLEY, Beacon Pointe Advisors, LLC, and Tower Research Capital LLC (TRC).
This table shows 8 institutional shareholders of the security as of 31 Mar 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.