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Get Institutions for : 
Williams Sonoma Inc (WSM)  
$308.29 3.59 (1.18%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 644    33
Total shares held : 
62,696,219  
% of shares held : 
80.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-1,905,825  
% of shares held change : 
  -2.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$154.21  
Last Quarter's Ending Price : 
$201.78  
Last Quarter's Average Price
$173.13  
Change from last quarter's     
avg. price to the last closing  : 
135.16 (78.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 1,262,281
 2.01%
 
Increased Positions :
204
 1,709,866
 2.73%
 
Unchanged Positions :
104
 3,555,171
 5.67%
 
Decreased Positions :
255
-3,639,501
-5.8%
 
Closed Positions :
48
-1,238,471
-1.98%
 
Guru Positions :
1
252
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 481 *New 2023-12-31 757,473 $152,843,000 757,473
   CITADEL ADVISORS LLC 496 *New 2023-12-31 221,397 $44,673,000 221,397
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 556 *New 2024-03-31 126,160 $40,060,000 126,160
   CBOE Vest Financial LLC *New 2024-03-31 64,744 $20,558,000 64,744
   Trexquant Investment LP 98 *New 2023-12-31 52,262 $10,545,000 52,262
   Mn Services Vermogensbeheer B.V. 303 *New 2024-03-31 24,700 $7,843,000 24,700
   WESTFIELD CAPITAL MANAGEMENT CO LLC 198 *New 2023-12-31 35,054 $7,073,000 35,054
   DIAM CO. LTD 511 *New 2024-03-31 21,851 $6,938,000 21,851
   FJARDE APFONDEN /FOURTH SWEDISH NATIONAL PENSION F 347 *New 2024-03-31 15,700 $4,985,000 15,700
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 354 *New 2024-03-31 14,404 $4,574,000 14,404
   HENNESSY ADVISORS INC 146 *New 2024-03-31 13,600 $4,318,000 13,600
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 385 *New 2023-12-31 20,300 $4,096,000 20,300
   IFM Investors Pty Ltd 398 *New 2024-03-31 11,774 $3,739,000 11,774
   DNB NOR ASSET MANAGEMENT AS 409 *New 2024-03-31 9,506 $3,018,000 9,506
   Concord Wealth Partners *New 2024-03-31 9,289 $2,950,000 9,289
   Point72 Europe (London) LLP 74 *New 2023-12-31 10,942 $2,208,000 10,942
   Gulf International Bank (UK) Ltd 325 *New 2024-03-31 6,464 $2,052,000 6,464
   Connectus Wealth LLC 277 *New 2023-12-31 9,009 $1,818,000 9,009
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 470 *New 2024-03-31 5,640 $1,791,000 5,640
   W. E. Donoghue & Co. LLC 57 *New 2023-12-31 7,116 $1,436,000 7,116
   Assenagon Asset Management S.A. 970 *New 2024-03-31 4,147 $1,317,000 4,147
   STRS OHIO 812 *New 2023-12-31 6,194 $1,249,000 6,194
   ARMISTICE CAPITAL LLC 168 *New 2023-12-31 5,815 $1,173,000 5,815
   Dynamic Technology Lab Private Ltd 398 *New 2023-12-31 4,097 $827,000 4,097
   Private Advisory Group LLC 118 *New 2023-12-31 3,820 $771,000 3,820
   Counterpoint Mutual Funds LLC 20 *New 2024-03-31 2,139 $679,000 2,139
   ARP AMERICAS LLC 237 *New 2023-12-31 3,302 $666,000 3,302
   Virtue Capital Management LLC 160 *New 2023-12-31 2,991 $584,000 2,991
   L2 Asset Management LLC 87 *New 2023-12-31 2,871 $579,000 2,871
   Fidelis Capital Partners LLC *New 2024-03-31 191 $574,000 191
   CHICAGO TRUST Co NA 155 *New 2024-03-31 1,795 $570,000 1,795
   MARSHALL WACE LLP 1372 *New 2023-12-31 2,800 $565,000 2,800
   Kula Investments LLC 276 *New 2023-03-31 4,477 $545,000 4,477
   ADVISORY RESEARCH INC 238 *New 2023-12-31 2,469 $498,000 2,469
   Wambolt & Associates LLC *New 2024-03-31 1,567 $493,000 1,567
   Kaizen Financial Strategies *New 2024-03-31 1,545 $491,000 1,545
   Resonant Capital Advisors LLC *New 2024-03-31 1,544 $490,000 1,544
   MIZUHO MARKETS AMERICAS LLC 157 *New 2023-12-31 2,203 $445,000 2,203
   LINCOLN NATIONAL CORP *New 2024-03-31 1,342 $426,000 1,342
   Cambria Investment Management L.P. 221 *New 2023-12-31 2,084 $421,000 2,084
   Simplicity WealthLLC 833 *New 2024-03-31 1,199 $381,000 1,199
   Consolidated Planning Corp *New 2024-03-31 1,143 $363,000 1,143
   Sigma Planning Corp *New 2024-03-31 1,138 $362,000 1,138
   WADE G W & INC 327 *New 2023-12-31 1,768 $357,000 1,768
   Kapitalo Investimentos Ltda 163 *New 2023-12-31 1,686 $340,000 1,686
   Benchmark Financial Wealth Advisors LLC 64 *New 2024-03-31 1,035 $329,000 1,035
   ACCUVEST GLOBAL ADVISORS 63 *New 2023-12-31 1,598 $322,000 1,598
   ISTHMUS PARTNERS LLC 155 *New 2023-12-31 1,572 $317,000 1,572
   Waterloo Capital L.P. 281 *New 2023-12-31 1,550 $313,000 1,550
   Catalina Capital Group LLC 167 *New 2024-03-31 972 $309,000 972
   CoreCap Advisors LLC 452 *New 2023-12-31 1,489 $300,000 1,489
   High Note Wealth LLC *New 2024-03-31 935 $297,000 935
   SILVERLAKE WEALTH MANAGEMENT LLC 180 *New 2024-03-31 900 $286,000 900
   Bridgefront Capital LLC 191 *New 2023-12-31 1,381 $279,000 1,381
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 869 $276,000 869
   CAHABA WEALTH MANAGEMENT INC. 122 *New 2024-03-31 866 $275,000 866
   RSM US WEALTH MANAGEMENT LLC 556 *New 2024-03-31 862 $273,000 862
   Arden Trust Co 209 *New 2024-03-31 861 $273,000 861
   EHRLICH FINANCIAL GROUP 79 *New 2024-03-31 857 $272,000 857
   Paulson Wealth Management Inc. *New 2024-03-31 858 $272,000 858
   Quantamental Technologies LLC 160 *New 2023-09-30 1,729 $269,000 1,729
   Ameritas Advisory Services LLC 577 *New 2023-12-31 1,195 $268,000 1,195
   REGIONS FINANCIAL CORP 732 *New 2024-03-31 838 $266,000 838
   Vista Wealth Management Group LLC *New 2024-03-31 816 $259,000 816
   Clarius Group LLC 378 *New 2024-03-31 811 $258,000 811
   Crestone Asset Management LLC 83 *New 2024-03-31 798 $253,000 798
   Forum Financial Management LP 539 *New 2023-12-31 1,239 $250,000 1,239
   KINGSWOOD WEALTH ADVISORS LLC 534 *New 2024-03-31 772 $245,000 772
   MONECO Advisors LLC 353 *New 2024-03-31 765 $243,000 765
   TFB Advisors LLC *New 2024-03-31 849 $241,000 849
   LEAVELL T & ASSOCIATES INC 450 *New 2024-03-31 756 $240,000 756
   Covenant Asset Management LLC 124 *New 2024-03-31 755 $240,000 755
   Quantum Financial Advisors LLC 135 *New 2024-03-31 754 $239,000 754
   FIRST INTERSTATE BANK *New 2024-03-31 750 $238,000 750
   Pinkerton Retirement Specialists LLC *New 2023-12-31 1,159 $234,000 1,159
   CAPROCK Group Inc. *New 2024-03-31 738 $234,000 738
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 324 *New 2024-03-31 738 $234,000 738
   Community Bank & Trust Waco Texas 133 *New 2024-03-31 735 $233,000 735
   Lakeview Capital Partners LLC 355 *New 2023-12-31 1,150 $232,000 1,150
   Bleakley Financial Group LLC *New 2023-12-31 1,128 $228,000 1,128
   One Wealth Advisors LLC 221 *New 2024-03-31 719 $228,000 719
   American Money Management LLC 127 *New 2023-12-31 1,120 $226,000 1,120
   Sawtooth Asset Management Inc. 931 *New 2023-12-31 1,119 $226,000 1,119
   Harfst & Associates Inc. 30 *New 2024-03-31 712 $226,000 712
   DGS Capital Management LLC 251 *New 2024-03-31 709 $225,000 709
   BayBridge Capital Group LLC 81 *New 2024-03-31 801 $224,000 801
   MOSELEY INVESTMENT MANAGEMENT INC 130 *New 2024-03-31 702 $223,000 702
   CIGNA INVESTMENTS INC /NEW 423 *New 2024-03-31 672 $214,000 672
   BUCKINGHAM ASSET MANAGEMENT, LLC 668 *New 2023-12-31 1,053 $212,000 1,053
   PITCAIRN CO 580 *New 2023-12-31 1,034 $209,000 1,034
   CULLEN INVESTMENT GROUP LTD. 171 *New 2024-03-31 670 $208,000 670
   Wealthfront Advisers LLC 844 *New 2024-03-31 641 $204,000 641
   Berkshire Bank 140 *New 2024-03-31 644 $204,000 644
   Traverso Chambers Private Wealth Management LLC 122 *New 2023-12-31 1,008 $203,000 1,008
   RBF CAPITAL, LLC 484 *New 2023-12-31 1,000 $202,000 1,000
   Essex Private Wealth Management LLC 31 *New 2024-03-31 632 $201,000 632
   SILVERCREST ASSET MANAGEMENT GROUP LLC 799 *New 2023-12-31 993 $200,000 993
   ADVISORY SERVICES NETWORK, LLC 1386 *New 2023-12-31 779 $157,000 779
   ACADIAN ASSET MANAGEMENT LLC 1297 *New 2023-12-31 710 $142,000 710
   TOBAM *New 2024-03-31 436 $138,000 436

  100 Records found
  1    
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