Latest Institutional Transactions on Williams Sonoma Inc (WSM)
This table provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
20.7K+ 5.76% |
$2.84M - $3.6M
|
379K
$64.5M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
44.1KNew |
$6.06M - $7.69M
|
44.1K
$7.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.53% |
$138 - $174
|
188
$32K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-142- 0.85% |
$19.5K - $24.8K
|
16.6K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
584+ 18.49% |
$80.4K - $102K
|
3.74K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
521K+ 740.39% |
$71.7M - $90.9M
|
592K
$101M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.67K+ 15.05% |
$230K - $291K
|
12.8K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-146- 0.66% |
$20.1K - $25.5K
|
21.8K
$3.71M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
450+ 17.03% |
$61.9K - $78.5K
|
3.09K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
198+ 2.29% |
$27.2K - $34.5K
|
8.84K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.97K- 15.61% |
$408K - $518K
|
16K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2+ 0.13% |
$275 - $349
|
1.51K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
53+ 0.42% |
$7.29K - $9.25K
|
12.6K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-952- 20.22% |
$131K - $166K
|
3.76K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.34K- 38.49% |
$1.01M - $1.28M
|
11.7K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$275 - $349
|
2
$340
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-608- 10.11% |
$83.7K - $106K
|
5.4K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.86% |
$138 - $174
|
34
$5.79K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.37K- 39.06% |
$326K - $413K
|
3.7K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-491- 15.25% |
$67.6K - $85.7K
|
2.73K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.81K- 61.94% |
$524K - $664K
|
2.34K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-22.9K- 45.89% |
$3.15M - $4M
|
27K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-63- 0.84% |
$8.67K - $11K
|
7.44K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-170- 0.92% |
$23.4K - $29.7K
|
18.3K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.58% |
$1.38K - $1.74K
|
1.73K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-623- 7.23% |
$85.7K - $109K
|
7.99K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.4K+ 53.36% |
$1.43M - $1.81M
|
29.8K
$5.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.46KNew |
$200K - $254K
|
1.46K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Hs Management Partners, LLC
New York, NY |
BUY
|
- |
44.1K+ 20.57% |
$6.07M - $7.69M
|
258K
$44M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.15% |
$963 - $1.22K
|
4.7K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 3.1% |
$1.24K - $1.57K
|
299
$50.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2- 0.15% |
$275 - $349
|
1.3K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$413 - $523
|
3.23K
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-406- 1.41% |
$55.9K - $70.8K
|
28.3K
$4.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-31- 0.7% |
$4.27K - $5.41K
|
4.39K
$748K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 36.67% |
$1.51K - $1.92K
|
19
$3.23K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-90- 0.57% |
$12.4K - $15.7K
|
15.7K
$2.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.25K+ 72.21% |
$172K - $218K
|
2.97K
$506K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
158New |
$21.7K - $27.6K
|
158
$26.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.14K- 60.42% |
$294K - $373K
|
1.4K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60New |
$8.26K - $10.5K
|
60
$10.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
480+ 10.02% |
$66.1K - $83.7K
|
5.27K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-367- 6.24% |
$50.5K - $64K
|
5.52K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-260- 8.83% |
$35.8K - $45.4K
|
2.68K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.37K- 3.14% |
$188K - $239K
|
42.3K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 4.19% |
$68.8K - $87.2K
|
11.4K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-2.05K- 29.31% |
$281K - $357K
|
4.93K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-242- 1.75% |
$33.3K - $42.2K
|
13.6K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
507+ 2.47% |
$69.8K - $88.4K
|
21K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24+ 88.89% |
$3.3K - $4.19K
|
51
$8.68K
|