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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
33
shares
|
$6,195
0.0% of portfolio
|
Q3 2024
Added 153.85%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
31
shares
|
$5,819
0.0% of portfolio
|
Q3 2024
Added 106.67%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
30
shares
|
$5,631
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$5,256
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
26
shares
|
$4,880
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
26
shares
|
$4,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
26
shares
|
$4,880
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$3,754
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
18
shares
|
$3,379
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
16
shares
|
$3,003
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12
shares
|
$2,252
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11
shares
|
$2,065
0.0% of portfolio
|
Q1 2022
Reduced 83.58%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
10
shares
|
$1,877
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$1,877
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$1,877
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
10
shares
|
$1,877
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$1,877
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
8
shares
|
$1,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8
shares
|
$1,501
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$1,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6
shares
|
$1,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
6
shares
|
$1,126
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$938
0.0% of portfolio
|
Q3 2024
New holding
|