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 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-76- 0.5% |
$12K - $16.5K
|
15.1K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.95K+ 14.51% |
$1.26M - $1.73M
|
62.7K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 76.92% |
$6.32K - $8.71K
|
92
$15.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 7.32% |
$949 - $1.31K
|
88
$14.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-500- 20.06% |
$79.1K - $109K
|
1.99K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-666- 18.71% |
$105K - $145K
|
2.89K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
153New |
$24.2K - $33.3K
|
153
$25.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-616- 4.18% |
$97.4K - $134K
|
14.1K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-190- 7.19% |
$30K - $41.4K
|
2.45K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-7.91K- 15.51% |
$1.25M - $1.72M
|
43.1K
$7.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.88K+ 865.68% |
$929K - $1.28M
|
6.56K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
SELL
|
- |
-75- 0.31% |
$11.9K - $16.3K
|
23.9K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-263- 1.55% |
$41.6K - $57.3K
|
16.7K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
27+ 2.02% |
$4.27K - $5.88K
|
1.36K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-43K- 57.78% |
$6.8M - $9.36M
|
31.4K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-467- 6.01% |
$73.8K - $102K
|
7.3K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 76.92% |
$1.58K - $2.18K
|
3
$504
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.5% |
$158 - $218
|
202
$33.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
746+ 5.16% |
$118K - $162K
|
15.2K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.17% |
$474 - $653
|
1.72K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-110- 4.3% |
$17.4K - $23.9K
|
2.45K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
865+ 70.15% |
$137K - $188K
|
2.1K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 78.34% |
$38.9K - $53.6K
|
68
$11.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
154+ 9.79% |
$24.3K - $33.5K
|
1.73K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
202+ 15.72% |
$31.9K - $44K
|
1.49K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 0.98% |
$15.8K - $21.8K
|
10.1K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
255+ 12.46% |
$40.3K - $55.5K
|
2.3K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 7.61% |
$10.1K - $13.9K
|
905
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
211New |
$33.4K - $45.9K
|
211
$35.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.35K- 9.36% |
$371K - $511K
|
22.7K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.23K- 10.87% |
$194K - $267K
|
10.1K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-107- 2.16% |
$16.9K - $23.3K
|
4.84K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
500+ 24.51% |
$79.1K - $109K
|
2.54K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
28+ 350.0% |
$4.43K - $6.1K
|
36
$6.05K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.7K- 43.03% |
$269K - $371K
|
2.25K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.32KNew |
$209K - $287K
|
1.32K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 63.3% |
$232K - $319K
|
3.78K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
161+ 3.48% |
$25.5K - $35.1K
|
4.79K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 14.1% |
$1.74K - $2.39K
|
89
$14.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-29.8K- 64.42% |
$4.71M - $6.49M
|
16.5K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
277+ 1.37% |
$43.8K - $60.3K
|
20.5K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 57.58% |
$3K - $4.14K
|
14
$2.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 2.3% |
$5.06K - $6.97K
|
1.36K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-263K- 99.37% |
$41.5M - $57.2M
|
1.67K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 7.81% |
$79.1K - $109K
|
5.9K
$991K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9KNew |
$1.42M - $1.96M
|
9K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.48KNew |
$235K - $323K
|
1.48K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-504- 0.92% |
$79.7K - $110K
|
54.4K
$9.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-375- 0.82% |
$59.3K - $81.6K
|
45.4K
$7.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-99.3K- 94.17% |
$15.7M - $21.6M
|
6.14K
$1.03M
|