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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
3,694
shares
|
$687,268
0.0% of portfolio
|
Q3 2024
Added 106.72%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,660
shares
|
$680,943
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,623
shares
|
$674,059
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,614
shares
|
$672,384
0.05% of portfolio
|
Q3 2024
Added 97.81%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
3,611
shares
|
$671,826
0.0% of portfolio
|
Q3 2024
Added 47.39%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
3,600
shares
|
$669,780
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3,591
shares
|
$668,105
0.01% of portfolio
|
Q3 2024
Added 100.06%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
3,540
shares
|
$658,617
0.07% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
3,512
shares
|
$653,407
0.01% of portfolio
|
Q3 2024
Added 331.45%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,507
shares
|
$652,477
0.0% of portfolio
|
Q3 2024
Added 141.36%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
3,473
shares
|
$646,151
0.0% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
3,437
shares
|
$639,453
0.07% of portfolio
|
Q3 2024
Added 121.89%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
3,434
shares
|
$638,895
0.15% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
3,423
shares
|
$636,849
0.04% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,418
shares
|
$635,918
0.04% of portfolio
|
Q3 2024
Added 105.04%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,414
shares
|
$635,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,378
shares
|
$628,476
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,306
shares
|
$615,081
0.07% of portfolio
|
Q3 2024
Added 97.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,281
shares
|
$610,430
0.04% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,271
shares
|
$608,569
0.03% of portfolio
|
Q3 2024
Added 94.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,264
shares
|
$607,267
0.01% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,252
shares
|
$605,034
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,230
shares
|
$600,941
0.03% of portfolio
|
Q3 2024
Added 99.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,226
shares
|
$600,197
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,220
shares
|
$599,081
0.02% of portfolio
|
Q3 2024
Added 47.64%
|