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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-160- 1.04% |
$26.2K - $33.6K
|
15.2K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 7.84% |
$212K - $273K
|
15.3K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
20K+ 18.18% |
$3.27M - $4.2M
|
130K
$23.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
245New |
$40.1K - $51.5K
|
245
$44.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.65K+ 66.49% |
$434K - $558K
|
6.64K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-210- 1.4% |
$34.4K - $44.1K
|
14.8K
$2.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.64K+ 99.82% |
$268K - $345K
|
3.28K
$598K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
80K+ 39.54% |
$13.1M - $16.8M
|
283K
$51.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
155+ 7.96% |
$25.4K - $32.6K
|
2.1K
$383K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-106- 1.19% |
$17.3K - $22.3K
|
8.79K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
16New |
$2.62K - $3.36K
|
16
$2.92K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.6K+ 4.42% |
$262K - $336K
|
37.8K
$6.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.07% |
$164 - $210
|
1.41K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
9.82K+ 89.09% |
$1.61M - $2.06M
|
20.8K
$3.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
181+ 6.14% |
$29.6K - $38K
|
3.13K
$570K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.21K- 14.0% |
$198K - $254K
|
7.43K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 40.11% |
$196K - $252K
|
1.79K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-522- 2.5% |
$85.4K - $110K
|
20.4K
$3.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-20- 0.2% |
$3.27K - $4.2K
|
10.1K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-1K- 20.0% |
$164K - $210K
|
4K
$729K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
184+ 1.55% |
$30.1K - $38.7K
|
12.1K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 25.0% |
$11.6K - $14.9K
|
355
$64.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.07KNew |
$174K - $224K
|
1.07K
$194K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-75- 1.8% |
$12.3K - $15.8K
|
4.09K
$745K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-696- 7.37% |
$114K - $146K
|
8.75K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.1KNew |
$9.18M - $11.8M
|
56.1K
$10.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 4.0% |
$327 - $420
|
52
$9.48K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-14.7K- 41.78% |
$2.41M - $3.09M
|
20.5K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-345- 0.12% |
$56.4K - $72.5K
|
293K
$53.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
709+ 6.05% |
$116K - $149K
|
12.4K
$2.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 3.37% |
$3.27K - $4.2K
|
613
$112K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
66.9K+ 8.19% |
$10.9M - $14.1M
|
883K
$161M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
684New |
$112K - $144K
|
684
$125K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.73% |
$491 - $631
|
412
$75.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.54K- 27.73% |
$579K - $744K
|
9.22K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 21.57% |
$1.8K - $2.31K
|
62
$11.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.46% |
$1.47K - $1.89K
|
1.97K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
130+ 9.18% |
$21.3K - $27.3K
|
1.55K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 1.62% |
$3.76K - $4.83K
|
1.4K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
65+ 3.58% |
$10.6K - $13.7K
|
1.88K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-31- 2.25% |
$5.07K - $6.52K
|
1.35K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 3.31% |
$10.1K - $13K
|
1.94K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
335+ 24.03% |
$54.8K - $70.4K
|
1.73K
$315K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20.1K- 21.17% |
$3.29M - $4.23M
|
75K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
474+ 3.35% |
$77.6K - $99.6K
|
14.6K
$2.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.31KNew |
$214K - $275K
|
1.31K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 30.77% |
$1.31K - $1.68K
|
34
$6.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
156+ 52.17% |
$25.5K - $32.8K
|
455
$82.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 3.21% |
$2.45K - $3.15K
|
482
$87.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-144- 7.76% |
$23.6K - $30.3K
|
1.71K
$312K
|
|