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 $15.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
134
shares
|
$37,457
0.01% of portfolio
|
Q4 2023
Added 15.52%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
128
shares
|
$35,779
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
122
shares
|
$34,102
0.01% of portfolio
|
Q1 2024
Added 269.7%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
117
shares
|
$32,705
0.01% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
112
shares
|
$31,307
0.02% of portfolio
|
Q1 2024
Reduced 25.83%
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
109
shares
|
$30,468
0.01% of portfolio
|
Q2 2022
New holding
|
|
Contravisory Investment Management, Inc.
|
Apr 11, 2024 Q1 2024 |
105
shares
|
$29,350
0.01% of portfolio
|
Q1 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
104
shares
|
$29,071
0.01% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
100
shares
|
$27,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 10, 2024 Q1 2024 |
100
shares
|
$27,952
0.02% of portfolio
|
Q4 2020
New holding
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
100
shares
|
$27,952
0.0% of portfolio
|
Q2 2019
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$27,952
0.01% of portfolio
|
Q1 2023
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
95
shares
|
$26,555
0.02% of portfolio
|
Q4 2023
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
94
shares
|
$26,275
0.0% of portfolio
|
Q1 2024
Reduced 67.47%
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2024 Q1 2024 |
93
shares
|
$25,996
0.03% of portfolio
|
Q1 2024
Added 520.0%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$23,760
0.01% of portfolio
|
Q1 2022
Reduced 9.57%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
83
shares
|
$23,200
0.01% of portfolio
|
Q4 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
83
shares
|
$23,200
0.01% of portfolio
|
Q1 2023
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
80
shares
|
$22,362
0.0% of portfolio
|
Q3 2020
New holding
|
|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
75
shares
|
$20,964
0.0% of portfolio
|
Q1 2024
Reduced 22.68%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
73
shares
|
$20,405
0.0% of portfolio
|
Q4 2023
Added 40.38%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
72
shares
|
$20,126
0.0% of portfolio
|
Q1 2024
Reduced 28.0%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
72
shares
|
$20,126
0.01% of portfolio
|
Q4 2022
New holding
|
|
Rogco, LP
Claremore, OK |
May 08, 2024 Q1 2024 |
71
shares
|
$19,846
0.01% of portfolio
|
Q1 2024
Reduced 59.2%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
67
shares
|
$18,728
0.0% of portfolio
|
Q1 2024
Added 139.29%
|