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 869 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Patten & Patten Inc
|
May 10, 2024 Q1 2024 |
2,507
shares
|
$368,228
0.06% of portfolio
|
Q4 2023
Reduced 15.22%
|
|
Main Street Investment Advisors LLC
|
May 08, 2024 Q1 2024 |
2,503
shares
|
$367,640
0.1% of portfolio
|
Q1 2024
Reduced 7.57%
|
|
Taurus Asset Management, LLC
New York, NY |
May 08, 2024 Q1 2024 |
2,500
shares
|
$367,200
0.08% of portfolio
|
Q2 2021
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
2,499
shares
|
$367,053
0.02% of portfolio
|
Q1 2024
Added 11.71%
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2024 Q1 2024 |
2,495
shares
|
$366,465
0.01% of portfolio
|
Q1 2024
New holding
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2024 Q1 2024 |
2,493
shares
|
$366,171
0.03% of portfolio
|
Q1 2024
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
2,483
shares
|
$364,703
0.03% of portfolio
|
Q1 2024
Added 82.04%
|
|
Jump Financial, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
2,480
shares
|
$364,262
0.02% of portfolio
|
Q1 2024
New holding
|
|
Metis Global Partners, LLC
|
May 06, 2024 Q1 2024 |
2,447
shares
|
$359,415
0.03% of portfolio
|
Q1 2024
New holding
|
|
Buttonwood Financial Advisors Inc.
|
Apr 24, 2024 Q1 2024 |
2,438
shares
|
$358,093
0.37% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,400
shares
|
$352,512
0.08% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
2,345
shares
|
$344,433
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,344
shares
|
$344,286
0.02% of portfolio
|
Q1 2024
Added 8.97%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
2,340
shares
|
$343,699
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
2,302
shares
|
$338,117
0.05% of portfolio
|
Q1 2024
Added 91.35%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,294
shares
|
$336,942
0.07% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
2,283
shares
|
$335,327
0.02% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,283
shares
|
$335,327
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,272
shares
|
$333,711
0.0% of portfolio
|
Q1 2024
Reduced 25.99%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
2,270
shares
|
$333,417
0.0% of portfolio
|
Q2 2024
Added 50.33%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,256
shares
|
$331,361
0.0% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
Mwa Asset Management
Lexington, MA |
May 08, 2024 Q1 2024 |
2,241
shares
|
$329,158
0.52% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2024 Q1 2024 |
2,237
shares
|
$328,570
0.06% of portfolio
|
Q1 2024
New holding
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
2,216
shares
|
$325,486
0.0% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Centiva Capital, LP
New York, NY |
May 15, 2024 Q1 2024 |
2,196
shares
|
$322,548
0.02% of portfolio
|
Q1 2024
Added 57.53%
|