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 877 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,807
shares
|
$257,660
0.04% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2024 Q1 2024 |
1,800
shares
|
$256,662
0.01% of portfolio
|
Q3 2022
New holding
|
|
Chicago Trust CO Na
|
Apr 12, 2024 Q1 2024 |
1,795
shares
|
$255,949
0.14% of portfolio
|
Q1 2024
New holding
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,768
shares
|
$252,099
0.01% of portfolio
|
Q4 2023
New holding
|
|
Duality Advisers, LP
Miami, FL |
May 06, 2024 Q1 2024 |
1,742
shares
|
$248,391
0.06% of portfolio
|
Q1 2024
Reduced 88.98%
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,729
shares
|
$246,538
0.25% of portfolio
|
Q3 2023
New holding
|
|
Absher Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,709
shares
|
$243,686
0.08% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
1,684
shares
|
$240,121
0.03% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,669
shares
|
$237,982
0.01% of portfolio
|
Q1 2024
Added 5.63%
|
|
Lisanti Capital Growth, LLC
|
May 06, 2024 Q1 2024 |
1,630
shares
|
$232,421
0.14% of portfolio
|
Q1 2024
New holding
|
|
Accuvest Global Advisors
Provo, UT |
May 14, 2024 Q1 2024 |
1,598
shares
|
$227,858
0.27% of portfolio
|
Q4 2023
New holding
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,584
shares
|
$225,862
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wambolt & Associates, LLC
|
Apr 30, 2024 Q1 2024 |
1,567
shares
|
$223,438
0.15% of portfolio
|
Q1 2024
New holding
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2024 Q1 2024 |
1,564
shares
|
$223,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 22, 2024 Q1 2024 |
1,558
shares
|
$222,155
0.05% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
1,546
shares
|
$220,444
0.14% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
1,545
shares
|
$220,301
0.28% of portfolio
|
Q1 2024
New holding
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
1,544
shares
|
$220,158
0.04% of portfolio
|
Q1 2024
New holding
|
|
Jeppson Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
1,535
shares
|
$218,875
0.19% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
1,533
shares
|
$218,590
0.0% of portfolio
|
Q1 2024
Added 6.9%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
1,510
shares
|
$215,310
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
1,500
shares
|
$213,885
0.17% of portfolio
|
Q3 2023
New holding
|
|
Alpha Omega Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
1,500
shares
|
$213,885
0.09% of portfolio
|
Q1 2024
Reduced 14.53%
|
|
Isthmus Partners, LLC
Madison, WI |
May 07, 2024 Q1 2024 |
1,496
shares
|
$213,314
0.06% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
1,489
shares
|
$212,316
0.02% of portfolio
|
Q4 2023
Added 294.96%
|