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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
122
shares
|
$22,890
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
120
shares
|
$22,515
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$22,515
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
118
shares
|
$22,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
111
shares
|
$20,826
0.0% of portfolio
|
Q3 2024
Added 73.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
106
shares
|
$19,888
0.0% of portfolio
|
Q3 2024
Added 1225.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
106
shares
|
$19,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
104
shares
|
$19,513
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
103
shares
|
$19,325
0.0% of portfolio
|
Q3 2024
Added 1187.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
103
shares
|
$19,325
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$18,763
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$18,763
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
100
shares
|
$18,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
97
shares
|
$18,200
0.0% of portfolio
|
Q3 2024
Added 67.24%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
96
shares
|
$18,012
0.01% of portfolio
|
Q3 2024
Added 81.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
90
shares
|
$16,886
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$15,948
0.01% of portfolio
|
Q1 2022
Reduced 9.57%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
84
shares
|
$15,760
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
84
shares
|
$15,760
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
84
shares
|
$15,760
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
80
shares
|
$15,010
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
77
shares
|
$14,447
0.0% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
75
shares
|
$14,072
0.01% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
74
shares
|
$13,884
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
71
shares
|
$13,321
0.0% of portfolio
|
Q3 2024
New holding
|