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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
942
shares
|
$176,747
0.01% of portfolio
|
Q3 2024
Added 68.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
911
shares
|
$170,930
0.0% of portfolio
|
Q3 2024
Reduced 63.13%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$158,172
0.03% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
825
shares
|
$154,794
0.03% of portfolio
|
Q3 2024
Added 94.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
816
shares
|
$153,106
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
811
shares
|
$152,167
0.02% of portfolio
|
Q4 2023
Reduced 6.46%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
800
shares
|
$150,104
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$150,104
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$150,104
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
792
shares
|
$148,602
0.0% of portfolio
|
Q3 2024
Added 101.02%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
786
shares
|
$147,477
0.01% of portfolio
|
Q2 2023
Reduced 2.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
773
shares
|
$145,037
0.0% of portfolio
|
Q3 2024
Added 64.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
752
shares
|
$141,097
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
739
shares
|
$138,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
738
shares
|
$138,470
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
697
shares
|
$130,778
0.0% of portfolio
|
Q3 2024
Added 73.82%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
696
shares
|
$130,590
0.01% of portfolio
|
Q3 2024
Added 93.87%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
694
shares
|
$130,215
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
675
shares
|
$126,650
0.01% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
660
shares
|
$123,835
0.01% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
650
shares
|
$121,959
0.0% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
600
shares
|
$112,578
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
594
shares
|
$111,452
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
593
shares
|
$111,264
0.01% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
582
shares
|
$109,200
0.01% of portfolio
|
Q3 2022
Added 33.79%
|