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 938 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6
shares
|
$1,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6
shares
|
$1,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5
shares
|
$1,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
4
shares
|
$866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4
shares
|
$866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
4
shares
|
$866
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4
shares
|
$866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3
shares
|
$650
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2
shares
|
$433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$433
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$433
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$216
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1
shares
|
$216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$216
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
Closed
|