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 |
---|---|---|---|---|---|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
69
shares
|
$12,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
68
shares
|
$12,758
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
67
shares
|
$12,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
64
shares
|
$12,008
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
63
shares
|
$11,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
62
shares
|
$11,633
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
61
shares
|
$11,445
0.0% of portfolio
|
Q3 2024
Added 134.62%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
61
shares
|
$11,445
0.0% of portfolio
|
Q2 2023
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
60
shares
|
$11,257
0.01% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
60
shares
|
$11,257
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
56
shares
|
$10,507
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$10,319
0.0% of portfolio
|
Q2 2022
Reduced 73.81%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$10,132
0.0% of portfolio
|
Q3 2023
New holding
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
52
shares
|
$9,756
0.0% of portfolio
|
Q3 2024
Added 1200.0%
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$9,756
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$9,381
0.0% of portfolio
|
Q3 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
47
shares
|
$8,818
0.0% of portfolio
|
Q3 2024
Added 123.81%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
46
shares
|
$8,630
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
45
shares
|
$8,443
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
44
shares
|
$8,255
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
42
shares
|
$7,880
0.0% of portfolio
|
Q3 2024
Added 23.53%
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$7,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$6,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34
shares
|
$6,379
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
33
shares
|
$6,191
0.0% of portfolio
|
Q3 2024
Added 153.85%
|