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 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
612+ 8.6% |
$96.8K - $133K
|
7.73K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
34+ 0.27% |
$5.38K - $7.4K
|
12.6K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$632 - $871
|
6
$1.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$2.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.12K- 22.14% |
$1.13M - $1.55M
|
25K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.43K- 10.82% |
$384K - $529K
|
20K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 38.1% |
$7.59K - $10.5K
|
78
$13.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-1.47K- 17.4% |
$232K - $320K
|
6.98K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-30.1K- 49.09% |
$4.76M - $6.56M
|
31.2K
$5.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-61.8K- 32.43% |
$9.78M - $13.5M
|
129K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3KNew |
$4.47M - $6.16M
|
28.3K
$4.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-238- 1.69% |
$37.6K - $51.8K
|
13.8K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-948- 7.95% |
$150K - $206K
|
11K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
517+ 7.24% |
$81.7K - $113K
|
7.66K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
219New |
$34.6K - $47.7K
|
219
$36.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-142- 3.95% |
$22.5K - $30.9K
|
3.45K
$580K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 0.25% |
$791 - $1.09K
|
2.01K
$338K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-739- 25.55% |
$117K - $161K
|
2.15K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1800.0% |
$2.85K - $3.92K
|
19
$3.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
210+ 11.67% |
$33.2K - $45.7K
|
2.01K
$338K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 2.47% |
$56.9K - $78.4K
|
14.2K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 48.67% |
$381K - $524K
|
2.54K
$427K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-115K- 24.8% |
$18.2M - $25M
|
349K
$58.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08KNew |
$329K - $453K
|
2.08K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.38K- 35.0% |
$534K - $735K
|
6.27K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.07% |
$158 - $218
|
1.5K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 25.18% |
$16.3K - $22.4K
|
512
$86K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 2.18% |
$9.96K - $13.7K
|
2.96K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$1.11K - $1.52K
|
12
$2.02K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-14- 2.01% |
$2.21K - $3.05K
|
683
$115K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59K+ 789.63% |
$409K - $564K
|
2.92K
$490K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-987- 29.35% |
$156K - $215K
|
2.38K
$399K
|
|
| Q4 2024 | |||||||
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
3.68K+ 47.62% |
$475K - $729K
|
11.4K
$1.91M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1New |
$129 - $198
|
1
$168
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
78New |
$10.1K - $15.5K
|
78
$13.1K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3.01KNew |
$388K - $596K
|
3.01K
$505K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.37K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.37K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27KNew |
$163K - $251K
|
1.27K
$212K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
5.45KNew |
$704K - $1.08M
|
5.45K
$916K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 3.65% |
$35.1K - $53.9K
|
7.19K
$1.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.11KNew |
$272K - $417K
|
2.11K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$2.17M - $3.33M
|
16.8K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-162K- 25.43% |
$20.9M - $32.2M
|
476K
$79.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-653- 2.97% |
$84.3K - $129K
|
21.3K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.21KNew |
$156K - $239K
|
1.21K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-238- 4.97% |
$30.7K - $47.2K
|
4.56K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
167+ 5.86% |
$21.6K - $33.1K
|
3.02K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
368New |
$47.5K - $72.9K
|
368
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
367K+ 866.46% |
$47.4M - $72.7M
|
409K
$68.7M
|
|