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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LEONARD GREEN PARTNERS LP 5 - 2023-12-31 3,212,015 $648,120,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 16 - 2024-03-31 60,000 $19,052,000 0
   Allspring Global Investments Holdings LLC 702 - 2024-03-31 39,648 $12,589,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 34,094 $10,826,000 0
   Illinois Municipal Retirement Fund 247 - 2023-12-31 30,341 $6,122,000 0
   CULLINAN ASSOCIATES INC 76 - 2024-03-31 16,000 $5,080,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 107 - 2024-03-31 13,600 $4,318,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 101 - 2023-12-31 16,350 $3,299,000 0
   Cunning Capital Partners LP 15 - 2023-12-31 12,000 $2,421,000 0
   Legacy Bridge LLC 13 - 2024-03-31 7,348 $2,333,000 0
   CHASE INVESTMENT COUNSEL CORP 49 - 2024-03-31 6,000 $1,905,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 5,966 $1,894,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 433 - 2023-12-31 9,000 $1,816,000 0
   MOGY JOEL R INVESTMENT COUNSEL INC - 2024-03-31 5,100 $1,619,000 0
   Round Hill Asset Management 25 - 2023-12-31 7,606 $1,535,000 0
   Maryland State Retirement & Pension System 502 - 2024-03-31 4,973 $1,395,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 69 - 2024-03-31 3,998 $1,269,000 0
   Tredje AP-fonden 488 - 2023-12-31 5,211 $1,051,000 0
   MOUNT VERNON ASSOCIATES INC /MD/ 32 - 2024-03-31 3,100 $984,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 83 - 2024-03-31 2,000 $635,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 385 - 2024-03-31 1,958 $622,000 0
   Empirical Finance LLC 356 - 2023-12-31 3,039 $613,000 0
   Fulcrum Capital LLC 57 - 2024-03-31 1,860 $591,000 0
   BANCORPSOUTH BANK 209 - 2023-12-31 2,844 $574,000 0
   CULLEN FROST BANKERS INC 359 - 2023-12-31 2,758 $557,000 0
   Checchi Capital Advisers LLC 303 - 2024-03-31 1,684 $535,000 0
   TAURUS ASSET MANAGEMENT LLC 65 - 2023-12-31 2,500 $504,000 0
   Confluence Wealth Services Inc. 209 - 2024-03-31 1,558 $495,000 0
   GREENWOOD CAPITAL ASSOCIATES LLC 204 - 2024-03-31 1,455 $462,000 0
   CHOATE INVESTMENT ADVISORS 261 - 2023-12-31 2,183 $440,000 0
   PLIMOTH TRUST CO LLC 130 - 2024-03-31 1,285 $408,000 0
   AMG NATIONAL TRUST BANK 353 - 2023-12-31 1,900 $383,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 765 - 2023-12-31 1,865 $376,000 0
   VAUGHAN DAVID INVESTMENTS INC/IL 166 - 2023-12-31 1,800 $363,000 0
   GREAT COMPANIES INC 58 - 2024-03-31 1,118 $355,000 0
   REBALANCE LLC 73 - 2024-03-31 1,090 $346,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 125 - 2024-03-31 1,000 $318,000 0
   Gateway Wealth Partners LLC 153 - 2023-12-31 1,500 $303,000 0
   BROWN BROTHERS HARRIMAN & CO 431 - 2023-12-31 1,477 $298,000 0
   Geneos Wealth Management Inc. - 2024-03-31 917 $291,000 0
   BROWN CAPITAL MANAGEMENT INC 123 - 2023-12-31 1,376 $278,000 0
   Pflug Koory LLC 135 - 2024-03-31 811 $258,000 0
   Pinnacle Bank 183 - 2024-03-31 720 $229,000 0
   Capital Advisors Ltd. LLC 317 - 2024-03-31 408 $130,000 0
   Asset Dedication LLC 343 - 2024-03-31 400 $127,000 0
   Focused Wealth Management Inc 177 - 2023-12-31 600 $121,000 0
   Atlantic Trust LLC 202 - 2023-12-31 469 $95,000 0
   HARBOR INVESTMENT ADVISORY LLC 456 - 2024-03-31 298 $95,000 0
   NVWM LLC 213 - 2023-12-31 425 $86,000 0
   DT INVESTMENT PARTNERS, LLC 186 - 2023-12-31 400 $80,000 0
   FTB Advisors Inc. 788 - 2024-03-31 230 $73,000 0
   Bogart Wealth LLC 341 - 2024-03-31 200 $64,000 0
   BARTLETT & CO. LLC 656 - 2023-12-31 289 $59,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 659 - 2023-12-31 289 $59,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 306 - 2023-12-31 284 $57,000 0
   DB Wealth Management Group LLC 161 - 2023-12-31 275 $55,000 0
   Rosenberg Matthew Hamilton 476 - 2024-03-31 109 $34,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 83 $26,000 0
   Red Tortoise LLC 139 - 2024-03-31 72 $23,000 0
   Evolution Advisers Inc. 116 - 2024-03-31 66 $21,000 0
   HM PAYSON & CO 731 - 2023-12-31 100 $20,000 0
   SITTNER & NELSON LLC 283 - 2023-12-31 100 $20,000 0
   Cassady Schiller Wealth Management LLC 293 - 2023-12-31 83 $17,000 0
   SMITHFIELD TRUST CO 748 - 2023-12-31 80 $16,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 51 $16,000 0
   Private Wealth Management Group LLC - 2024-03-31 45 $14,000 0
   Westside Investment Management Inc. 544 - 2024-03-31 42 $13,000 0
   Princeton Global Asset Management LLC 428 - 2024-03-31 32 $10,000 0
   SANDY SPRING BANK - 2023-12-31 49 $10,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 28 $9,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 237 - 2023-09-30 61 $9,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 668 - 2024-03-31 26 $8,000 0
   COPELAND CAPITAL MANAGEMENT, LLC 220 - 2024-03-31 24 $8,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 646 - 2023-12-31 41 $8,000 0
   Moisand Fitzgerald Tamayo LLC 352 - 2024-03-31 23 $7,000 0
   Key Financial Inc 846 - 2024-03-31 31 $6,000 0
   Versant Capital Management Inc 969 - 2024-03-31 18 $6,000 0
   Cribstone Capital Management LLC 278 - 2022-12-31 50 $6,000 0
   SJS Investment Consulting Inc. 426 - 2024-03-31 20 $6,000 0
   Fortitude Family Office LLC 539 - 2024-03-31 20 $6,000 0
   Castleview Partners LLC 594 - 2023-12-31 18 $4,000 0
   Arlington Trust Co LLC 440 - 2024-03-31 13 $4,000 0
   Sachetta LLC 586 - 2024-03-31 20 $4,000 0
   Hexagon Capital Partners LLC 1043 - 2024-03-31 12 $4,000 0
   Efficient Wealth Management LLC 590 - 2024-03-31 9 $3,000 0
   TOTH FINANCIAL ADVISORY CORP 577 - 2024-03-31 10 $3,000 0
   Iron Horse Wealth Management LLC 323 - 2024-03-31 5 $2,000 0
   CGC Financial Services LLC 290 - 2024-03-31 5 $2,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 442 - 2023-06-30 11 $1,000 0
   BDO Wealth Advisors LLC 937 - 2023-06-30 3 $0 0
   True Wealth Design LLC 476 - 2023-12-31 2 $0 0
   Northwest Capital Management Inc 532 - 2024-03-31 1 $0 0
   Bruce G. Allen Investments LLC 1041 - 2024-03-31 1 $0 0
  93 Records found
  1    
  Page 1 of 1
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