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 895 institutions that hold shares in the stock, with a total of 56.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
636
shares
|
$98,529
0.02% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
632
shares
|
$97,909
0.01% of portfolio
|
Q2 2024
Added 327.03%
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
600
shares
|
$92,951
0.02% of portfolio
|
Q2 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
582
shares
|
$90,163
0.01% of portfolio
|
Q3 2022
Added 33.79%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
568
shares
|
$87,994
0.03% of portfolio
|
Q2 2024
Added 19.58%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
559
shares
|
$86,600
0.01% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
556
shares
|
$86,135
0.0% of portfolio
|
Q2 2024
Added 163.51%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
510
shares
|
$79,009
0.0% of portfolio
|
Q2 2021
Reduced 21.54%
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
496
shares
|
$76,840
0.0% of portfolio
|
Q2 2024
Reduced 95.86%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
489
shares
|
$75,755
0.02% of portfolio
|
Q4 2023
Reduced 37.71%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
470
shares
|
$72,812
0.0% of portfolio
|
Q2 2024
Added 30.56%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
469
shares
|
$72,657
0.0% of portfolio
|
Q2 2024
Added 82.49%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
460
shares
|
$71,263
0.08% of portfolio
|
Q2 2024
Added 310.71%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
456
shares
|
$70,643
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
430
shares
|
$66,615
0.0% of portfolio
|
Q2 2024
Added 109.76%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
425
shares
|
$65,841
0.03% of portfolio
|
Q3 2021
Reduced 15.0%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
408
shares
|
$63,207
0.01% of portfolio
|
Q2 2023
Added 334.04%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
401
shares
|
$62,122
0.0% of portfolio
|
Q2 2024
Reduced 48.32%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
400
shares
|
$61,967
0.01% of portfolio
|
Q3 2023
Added 700.0%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$61,967
0.04% of portfolio
|
Q2 2024
New holding
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 14, 2024 Q2 2024 |
400
shares
|
$61,967
0.1% of portfolio
|
Q2 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
394
shares
|
$61,038
0.0% of portfolio
|
Q2 2024
Reduced 19.43%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
359
shares
|
$55,616
0.01% of portfolio
|
Q2 2024
Added 0.28%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
354
shares
|
$54,841
0.04% of portfolio
|
Q2 2024
Added 92.39%
|
|
Dt Investment Partners, LLC
|
Jul 24, 2024 Q2 2024 |
347
shares
|
$53,757
0.01% of portfolio
|
Q2 2024
Reduced 13.25%
|