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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.27K+ 26.37% |
$1.46M - $2.02M
|
44.4K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
11.7K+ 19.98% |
$1.85M - $2.55M
|
70.4K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-937- 5.96% |
$148K - $204K
|
14.8K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5.39K+ 23.05% |
$852K - $1.17M
|
28.8K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
105+ 2.7% |
$16.6K - $22.9K
|
4K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-22.7K- 89.37% |
$3.59M - $4.94M
|
2.7K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
27+ 0.81% |
$4.27K - $5.88K
|
3.38K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
8.32KNew |
$1.32M - $1.81M
|
8.32K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.55KNew |
$560K - $772K
|
3.55K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.1K- 29.0% |
$1.59M - $2.19M
|
24.7K
$4.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 10.64% |
$265K - $364K
|
17.4K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-400- 0.73% |
$63.2K - $87.1K
|
54.5K
$9.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.91% |
$474 - $653
|
106
$17.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.07K+ 10.62% |
$168K - $232K
|
11.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-535- 3.86% |
$84.6K - $116K
|
13.3K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
643+ 42.87% |
$102K - $140K
|
2.14K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-731- 10.16% |
$116K - $159K
|
6.47K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 28.05% |
$3.64K - $5.01K
|
59
$9.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.99K+ 114.69% |
$473K - $651K
|
5.6K
$940K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.02K+ 34.8% |
$793K - $1.09M
|
19.4K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.68K+ 8.27% |
$265K - $365K
|
22K
$3.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.63K- 8.69% |
$258K - $355K
|
17.1K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-102K- 23.43% |
$16.1M - $22.1M
|
332K
$55.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.03K- 45.04% |
$322K - $443K
|
2.48K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-384- 19.16% |
$60.7K - $83.6K
|
1.62K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 1.14% |
$3.95K - $5.44K
|
2.17K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
59+ 0.8% |
$9.33K - $12.8K
|
7.43K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-105- 8.52% |
$16.6K - $22.9K
|
1.13K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 16.0% |
$6.32K - $8.71K
|
290
$48.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.4% |
$60.2K - $82.9K
|
26.8K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-178K- 87.03% |
$28.1M - $38.7M
|
26.5K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-43- 1.32% |
$6.8K - $9.36K
|
3.22K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
298+ 18.17% |
$47.1K - $64.9K
|
1.94K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
270New |
$42.7K - $58.8K
|
270
$45.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
21.7K+ 76.69% |
$3.43M - $4.72M
|
49.9K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.17K+ 733.13% |
$185K - $255K
|
1.33K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.93KNew |
$305K - $419K
|
1.93K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.4K- 7.13% |
$538K - $740K
|
44.3K
$7.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-636- 9.43% |
$101K - $138K
|
6.11K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 26.92% |
$2.21K - $3.05K
|
66
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.27K- 57.22% |
$359K - $494K
|
1.7K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-122- 8.96% |
$19.3K - $26.6K
|
1.24K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 119.58% |
$1.64M - $2.26M
|
19.1K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.15K+ 8.32% |
$181K - $249K
|
14.9K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$316 - $435
|
2
$336
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
546+ 18.83% |
$86.3K - $119K
|
3.45K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
39+ 2.21% |
$6.17K - $8.49K
|
1.8K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.16KNew |
$657K - $905K
|
4.16K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.82% |
$11.7K - $16.1K
|
8.99K
$1.51M
|