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 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.39K- 2.31% |
$378K - $520K
|
101K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-15.2K- 58.84% |
$2.4M - $3.3M
|
10.6K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
38+ 2.7% |
$6.01K - $8.27K
|
1.44K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 6.76% |
$3.95K - $5.44K
|
395
$66.3K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-25- 0.51% |
$3.95K - $5.44K
|
4.87K
$817K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
2New |
$316 - $435
|
2
$336
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-393K- 38.59% |
$62.2M - $85.6M
|
626K
$105M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$632 - $871
|
4
$672
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-358- 1.06% |
$56.6K - $77.9K
|
33.4K
$5.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
562+ 27.29% |
$88.9K - $122K
|
2.62K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.21% |
$1.11K - $1.52K
|
3.28K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
28.8K+ 11.41% |
$4.55M - $6.27M
|
281K
$47.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-474K- 84.18% |
$74.9M - $103M
|
89.1K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.09K- 24.15% |
$172K - $236K
|
3.41K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.8K- 23.16% |
$5.51M - $7.59M
|
116K
$19.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-36.2K- 59.14% |
$5.72M - $7.88M
|
25K
$4.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-3.16K- 26.78% |
$500K - $688K
|
8.64K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-6.53K- 84.82% |
$1.03M - $1.42M
|
1.17K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.94% |
$158 - $218
|
35
$5.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-179- 0.82% |
$28.3K - $39K
|
21.6K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.8KNew |
$285K - $392K
|
1.8K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-884- 21.46% |
$140K - $192K
|
3.24K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.11K - $1.52K
|
2.79K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
128+ 5.61% |
$20.2K - $27.9K
|
2.41K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
923+ 50.33% |
$146K - $201K
|
2.76K
$463K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.95K+ 193.28% |
$1.57M - $2.17M
|
15.1K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
40+ 2.25% |
$6.32K - $8.71K
|
1.82K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-131- 1.47% |
$20.7K - $28.5K
|
8.79K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.54KNew |
$243K - $334K
|
1.54K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.25KNew |
$355K - $489K
|
2.25K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
41.8K+ 45.6% |
$6.61M - $9.1M
|
133K
$22.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-20K- 16.0% |
$3.16M - $4.35M
|
105K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.53% |
$158 - $218
|
189
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9K+ 408.34% |
$1.88M - $2.59M
|
14.8K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-482- 7.36% |
$76.2K - $105K
|
6.07K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.63KNew |
$891K - $1.23M
|
5.63K
$946K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.33% |
$1.11K - $1.52K
|
2.14K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-136- 55.28% |
$21.5K - $29.6K
|
110
$18.5K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$474 - $653
|
3
$504
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
816+ 39.82% |
$129K - $178K
|
2.87K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.9K+ 8.21% |
$616K - $849K
|
51.4K
$8.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-551- 13.3% |
$87.1K - $120K
|
3.59K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
64.6KNew |
$10.2M - $14.1M
|
64.6K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-28.1K- 8.98% |
$4.45M - $6.12M
|
285K
$47.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-330- 19.98% |
$52.2K - $71.8K
|
1.32K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-138- 1.38% |
$21.8K - $30K
|
9.89K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
19KNew |
$3.01M - $4.14M
|
19K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.55% |
$949 - $1.31K
|
1.09K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 12.16% |
$22.6K - $31.1K
|
1.32K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$158 - $218
|
1
$168
|