Institutional Ownership Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM). We have compiled data on the 907 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,645
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2024
Added 518.29%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
5,631
shares
|
$1.05 Million
0.32% of portfolio
|
Q3 2024
Added 105.06%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
5,608
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2024
Added 104.82%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
5,590
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2024
Added 111.34%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
5,527
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 232.55%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,506
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 63.67%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
5,485
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 86.82%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
5,400
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,399
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Added 68.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,369
shares
|
$998,902
0.01% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
5,334
shares
|
$992,390
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
5,310
shares
|
$987,925
0.07% of portfolio
|
Q3 2024
Added 125.96%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
5,272
shares
|
$980,855
0.56% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
5,211
shares
|
$969,506
0.03% of portfolio
|
Q3 2024
Added 96.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,136
shares
|
$955,552
0.05% of portfolio
|
Q3 2024
Added 105.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,122
shares
|
$952,948
0.02% of portfolio
|
Q3 2024
Reduced 42.01%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,103
shares
|
$949,413
0.13% of portfolio
|
Q3 2024
Added 101.94%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$948,855
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
5,098
shares
|
$948,482
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
5,091
shares
|
$947,180
0.36% of portfolio
|
Q3 2024
Added 100.99%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,040
shares
|
$937,692
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,040
shares
|
$937,692
0.05% of portfolio
|
Q3 2024
Added 101.04%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,021
shares
|
$934,157
0.05% of portfolio
|
Q3 2024
Added 144.09%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$930,250
0.08% of portfolio
|
Q3 2024
Added 100.0%
|