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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-276K- 51.34% |
$43.7M - $60.2M
|
262K
$44M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-22K- 61.15% |
$3.48M - $4.79M
|
14K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.63% |
$184K - $253K
|
30.9K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-325- 39.39% |
$51.4K - $70.8K
|
500
$84K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.83K+ 63.56% |
$289K - $398K
|
4.71K
$791K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
21.4K+ 95.41% |
$3.39M - $4.66M
|
43.9K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-18- 1.14% |
$2.85K - $3.92K
|
1.57K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.95K- 2.06% |
$466K - $642K
|
140K
$23.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-98- 0.38% |
$15.5K - $21.3K
|
25.5K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
34+ 0.96% |
$5.38K - $7.4K
|
3.57K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 4.56% |
$425K - $585K
|
61.7K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.6K+ 57.73% |
$412K - $567K
|
7.11K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.33K+ 39.44% |
$685K - $943K
|
15.3K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.81K- 51.87% |
$603K - $830K
|
3.54K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.65K+ 3485.53% |
$419K - $577K
|
2.73K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-245- 11.17% |
$38.7K - $53.3K
|
1.95K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
780+ 7.52% |
$123K - $170K
|
11.1K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
27.1KNew |
$4.28M - $5.9M
|
27.1K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
543+ 16.91% |
$85.8K - $118K
|
3.76K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.53K+ 12.88% |
$1.51M - $2.08M
|
83.6K
$14M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-10.2K- 36.3% |
$1.61M - $2.22M
|
17.9K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 2.02% |
$8.54K - $11.8K
|
2.73K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.5K- 3.83% |
$553K - $762K
|
87.9K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.77K- 30.29% |
$1.39M - $1.91M
|
20.2K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-872- 7.46% |
$138K - $190K
|
10.8K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-414- 18.86% |
$65.5K - $90.1K
|
1.78K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2- 20.0% |
$316 - $435
|
8
$1.34K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.4% |
$9.8K - $13.5K
|
4.48K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-310- 11.77% |
$49K - $67.5K
|
2.32K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-41- 1.98% |
$6.48K - $8.93K
|
2.03K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-334- 13.64% |
$52.8K - $72.7K
|
2.12K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-12.7K- 31.92% |
$2M - $2.76M
|
27K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.62KNew |
$256K - $352K
|
1.62K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 7.38% |
$30K - $41.4K
|
2.77K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85K+ 13.95% |
$292K - $402K
|
15.1K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
475K+ 1272.64% |
$75.2M - $104M
|
513K
$86.1M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 48.51% |
$209K - $287K
|
1.4K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
530+ 0.92% |
$83.8K - $115K
|
58K
$9.74M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-5.44K- 20.97% |
$859K - $1.18M
|
20.5K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26.7K+ 6.45% |
$4.22M - $5.81M
|
441K
$74M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-657- 0.3% |
$104K - $143K
|
215K
$36.1M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-10.9K- 9.33% |
$1.73M - $2.38M
|
106K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.5K- 64.58% |
$236K - $325K
|
820
$138K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 3.28% |
$38.1K - $52.5K
|
7.58K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 9.38% |
$187K - $258K
|
11.4K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-165K- 43.5% |
$26.1M - $35.9M
|
214K
$36M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
223+ 7.6% |
$35.3K - $48.5K
|
3.16K
$530K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 2.91% |
$9.01K - $12.4K
|
2.01K
$338K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7.6K- 31.19% |
$1.2M - $1.65M
|
16.8K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$1.11K - $1.52K
|
1.5K
$252K
|