Institutional Owners for WSM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | COM | 751 | $583,302 | 1,837 | 0.00 | 0.00 | -3,428 | -65.11 | 03-31-2024 |
| LLOYD ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,804 | +Inf | 12-31-2023 | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | wsm | 753 | $363,000 | 1,800 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| PARALLEL ADVISORS LLC | Stock | 754 | $225,217 | 1,799 | 0.00 | 0.00 | 1,001 | 125.44 | 06-30-2023 |
