Explore more topics
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 2026-11-10T07:40:50.020Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-132026-10-09LOGAN BARRY SA3,573Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-09 and its public availability date is 2026-10-13. Subtracting those calendar dates gives 4 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-420477 ↗SEC 0001193125-26-420464 ↗13F 0002110329-26-000015 ↗

Recent Form 4 activity

Show the table · 2 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-132026-10-09LOGAN BARRY SA3,573Not reported
2026-10-132026-10-09Nahmad Aaron JA16,078Not reported

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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.