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 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.34K- 0.72% |
$212K - $292K
|
185K
$31.1M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$14.7K - $20.2K
|
93
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.08K- 4.86% |
$171K - $235K
|
21.2K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 50.0% |
$233K - $320K
|
1.47K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
347+ 82.23% |
$54.9K - $75.5K
|
769
$129K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-34.9K- 72.94% |
$5.51M - $7.59M
|
12.9K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.4K- 10.87% |
$696K - $958K
|
36.1K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-97- 6.17% |
$15.3K - $21.1K
|
1.47K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12K- 55.94% |
$1.89M - $2.6M
|
9.42K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
29New |
$4.58K - $6.31K
|
29
$4.87K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.7KNew |
$426K - $587K
|
2.7K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
39.2KNew |
$6.2M - $8.53M
|
39.2K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
521+ 87.27% |
$82.4K - $113K
|
1.12K
$188K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
733+ 130.66% |
$116K - $160K
|
1.29K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
633+ 52.84% |
$100K - $138K
|
1.83K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 11.93% |
$35.7K - $49.2K
|
2.12K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
390+ 50.26% |
$61.7K - $84.9K
|
1.17K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11.8K- 47.84% |
$1.87M - $2.57M
|
12.9K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-10.6K- 17.36% |
$1.67M - $2.3M
|
50.3K
$8.45M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.23% |
$474 - $653
|
90
$15.1K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
69+ 1.46% |
$10.9K - $15K
|
4.79K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-12.5K- 51.37% |
$1.97M - $2.72M
|
11.8K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-201- 4.4% |
$31.8K - $43.8K
|
4.37K
$733K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
327+ 7.99% |
$51.7K - $71.2K
|
4.42K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-670- 29.23% |
$106K - $146K
|
1.62K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.01K- 4.06% |
$159K - $219K
|
23.8K
$3.99M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.61K- 8.89% |
$571K - $786K
|
37K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
368+ 6.67% |
$58.2K - $80.1K
|
5.88K
$988K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22- 1.43% |
$3.48K - $4.79K
|
1.52K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.52K- 53.02% |
$240K - $330K
|
1.35K
$226K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-90- 0.11% |
$14.2K - $19.6K
|
80.1K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-52.4K- 78.58% |
$8.29M - $11.4M
|
14.3K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.1K- 2.99% |
$173K - $239K
|
35.6K
$5.98M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-28.5K- 81.2% |
$4.51M - $6.2M
|
6.6K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.29% |
$2.85K - $3.92K
|
6.26K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 98.75% |
$435K - $600K
|
5.54K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.39K+ 23.63% |
$378K - $520K
|
12.5K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$2.02K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.62K- 56.2% |
$889K - $1.22M
|
4.38K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-346- 11.37% |
$54.7K - $75.3K
|
2.7K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.03K- 31.73% |
$479K - $660K
|
6.52K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 1.98% |
$14.4K - $19.8K
|
4.69K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 4.98% |
$15.2K - $20.9K
|
2.02K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.22K+ 530.34% |
$1.3M - $1.79M
|
9.76K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-105- 24.08% |
$16.6K - $22.9K
|
331
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$632 - $871
|
4
$672
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.33% |
$15.8K - $21.8K
|
30.3K
$5.09M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.2K- 15.38% |
$663K - $913K
|
23.1K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1K- 4.92% |
$158K - $218K
|
19.3K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
116+ 8.72% |
$18.3K - $25.3K
|
1.45K
$243K
|