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 876 institutions that hold shares in the stock, with a total of 54.6 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
942
shares
|
$264,645
0.01% of portfolio
|
Q1 2024
Reduced 14.6%
|
|
Abacus Planning Group, Inc.
|
Apr 11, 2024 Q1 2024 |
936
shares
|
$262,959
0.06% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2024 Q1 2024 |
935
shares
|
$262,678
0.1% of portfolio
|
Q1 2024
New holding
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2024 Q1 2024 |
923
shares
|
$259,307
0.03% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
917
shares
|
$257,621
0.01% of portfolio
|
Q4 2023
Added 0.11%
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 15, 2024 Q1 2024 |
916
shares
|
$257,341
0.14% of portfolio
|
Q1 2024
New holding
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 13, 2024 Q1 2024 |
900
shares
|
$252,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 18, 2024 Q1 2024 |
900
shares
|
$252,846
0.15% of portfolio
|
Q1 2024
New holding
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 13, 2024 Q1 2024 |
880
shares
|
$247,227
0.13% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
869
shares
|
$244,136
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cahaba Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
866
shares
|
$243,294
0.02% of portfolio
|
Q1 2024
New holding
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
862
shares
|
$242,170
0.01% of portfolio
|
Q1 2024
New holding
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
861
shares
|
$241,889
0.04% of portfolio
|
Q1 2024
New holding
|
|
Paulson Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
858
shares
|
$241,046
0.08% of portfolio
|
Q1 2024
New holding
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 15, 2024 Q1 2024 |
857
shares
|
$240,765
0.23% of portfolio
|
Q1 2024
New holding
|
|
Tfb Advisors LLC
Overland Park, KS |
May 03, 2024 Q1 2024 |
849
shares
|
$238,518
0.09% of portfolio
|
Q1 2024
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
848
shares
|
$238,237
0.03% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
May 15, 2024 Q1 2024 |
838
shares
|
$235,427
0.14% of portfolio
|
Q1 2024
Reduced 80.43%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
838
shares
|
$235,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 29, 2024 Q1 2024 |
832
shares
|
$233,742
0.04% of portfolio
|
Q1 2024
Reduced 33.55%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
832
shares
|
$233,742
0.02% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
828
shares
|
$232,618
0.0% of portfolio
|
Q1 2024
Added 47.59%
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
May 15, 2024 Q1 2024 |
826
shares
|
$232,056
0.06% of portfolio
|
Q1 2024
Reduced 51.01%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
825
shares
|
$231,775
0.03% of portfolio
|
Q1 2024
Added 9.56%
|
|
Vista Wealth Management Group, LLC
|
Apr 29, 2024 Q1 2024 |
816
shares
|
$229,247
0.02% of portfolio
|
Q1 2024
New holding
|