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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9+ 0.15% |
$1.42K - $1.96K
|
6.01K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
55+ 2.98% |
$8.7K - $12K
|
1.9K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-557- 0.48% |
$88.1K - $121K
|
116K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1600.0% |
$5.06K - $6.97K
|
34
$5.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2New |
$316 - $435
|
2
$336
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-20.4K- 78.46% |
$3.23M - $4.44M
|
5.6K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.25K- 39.77% |
$198K - $273K
|
1.9K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.68% |
$1.9K - $2.61K
|
435
$73K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.08K- 4.9% |
$328K - $452K
|
40.3K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
52+ 0.28% |
$8.22K - $11.3K
|
18.4K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 17.67% |
$69.6K - $95.8K
|
2.05K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14K+ 44.8% |
$2.21M - $3.05M
|
45.2K
$7.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.06KNew |
$483K - $665K
|
3.06K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.12K- 48.85% |
$967K - $1.33M
|
6.41K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
22+ 1.71% |
$3.48K - $4.79K
|
1.31K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
3.46K+ 9.44% |
$547K - $753K
|
40.1K
$6.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.6KNew |
$253K - $348K
|
1.6K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
192+ 15.69% |
$30.4K - $41.8K
|
1.42K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.96K- 13.86% |
$626K - $861K
|
24.6K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-226- 48.5% |
$35.7K - $49.2K
|
240
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18.1K+ 5.31% |
$2.86M - $3.93M
|
358K
$60.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
1.53K+ 14.2% |
$242K - $334K
|
12.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-10.2K- 23.06% |
$1.61M - $2.21M
|
33.9K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
229+ 3.55% |
$36.2K - $49.9K
|
6.68K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
624New |
$98.7K - $136K
|
624
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
800+ 53.48% |
$126K - $174K
|
2.3K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
224New |
$35.4K - $48.8K
|
224
$37.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
336New |
$53.1K - $73.2K
|
336
$56.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-55- 0.54% |
$8.7K - $12K
|
10.1K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-25- 83.33% |
$3.95K - $5.44K
|
5
$840
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 1.53% |
$760K - $1.05M
|
310K
$52.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 2.07% |
$7.91K - $10.9K
|
2.37K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.21K- 30.88% |
$666K - $917K
|
9.43K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6KNew |
$1.99M - $2.74M
|
12.6K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27New |
$4.27K - $5.88K
|
27
$4.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$228K - $314K
|
1.44K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.4K+ 32.45% |
$1.97M - $2.71M
|
50.8K
$8.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.05% |
$316 - $435
|
4.37K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.95K+ 26.17% |
$466K - $641K
|
14.2K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-79- 2.13% |
$12.5K - $17.2K
|
3.63K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-343- 2.57% |
$54.2K - $74.7K
|
13K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.54KNew |
$244K - $336K
|
1.54K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
194+ 14.71% |
$30.7K - $42.2K
|
1.51K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
71+ 5.1% |
$11.2K - $15.5K
|
1.46K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 1.08% |
$3.64K - $5.01K
|
2.15K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$1.26K - $1.74K
|
8
$1.34K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 35.0% |
$2.21K - $3.05K
|
26
$4.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-5.18K- 10.1% |
$818K - $1.13M
|
46.1K
$7.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-133K- 53.93% |
$21M - $28.9M
|
113K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 0.92% |
$5.06K - $6.97K
|
3.51K
$589K
|