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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,211
shares
|
$597,406
0.05% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
3,186
shares
|
$592,755
0.0% of portfolio
|
Q3 2024
Added 1179.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
3,158
shares
|
$587,545
0.05% of portfolio
|
Q3 2024
Added 80.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,153
shares
|
$586,615
0.0% of portfolio
|
Q3 2024
Added 99.68%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,146
shares
|
$585,313
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
3,134
shares
|
$583,080
0.11% of portfolio
|
Q3 2024
Added 101.67%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,104
shares
|
$577,499
0.01% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,092
shares
|
$575,266
0.11% of portfolio
|
Q3 2024
Added 97.95%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,073
shares
|
$571,731
0.11% of portfolio
|
Q3 2024
Added 83.9%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,024
shares
|
$562,615
0.17% of portfolio
|
Q3 2024
Added 97.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
3,016
shares
|
$561,126
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$559,638
0.03% of portfolio
|
Q3 2024
Added 95.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,988
shares
|
$555,917
0.0% of portfolio
|
Q3 2024
Added 102.3%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,966
shares
|
$551,824
0.0% of portfolio
|
Q3 2024
Added 86.66%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,960
shares
|
$550,708
0.03% of portfolio
|
Q3 2024
Added 101.77%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,943
shares
|
$547,545
0.01% of portfolio
|
Q3 2024
Added 106.82%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,933
shares
|
$545,684
0.3% of portfolio
|
Q3 2024
Added 102.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$539,545
0.02% of portfolio
|
Q3 2024
Added 358.86%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,879
shares
|
$535,637
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$532,103
0.23% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,853
shares
|
$530,800
0.0% of portfolio
|
Q3 2024
Added 125.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,851
shares
|
$530,428
0.02% of portfolio
|
Q3 2024
Added 100.49%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,812
shares
|
$523,172
0.15% of portfolio
|
Q3 2024
Added 123.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
2,795
shares
|
$520,009
0.08% of portfolio
|
Q3 2024
Added 88.22%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,727
shares
|
$507,358
0.02% of portfolio
|
Q3 2023
Added 12.22%
|