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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.11KNew |
$143K - $220K
|
1.11K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-116- 7.74% |
$15K - $23K
|
1.38K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9KNew |
$374K - $575K
|
2.9K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.61K- 20.62% |
$337K - $517K
|
10K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-591- 1.38% |
$76.3K - $117K
|
42.2K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
302New |
$39K - $59.9K
|
302
$51.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$3.62K - $5.55K
|
28
$4.77K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.4KNew |
$310K - $476K
|
2.4K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 47.18% |
$18.3K - $28.1K
|
443
$75.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.03K - $1.59K
|
8
$1.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 77.36% |
$10.6K - $16.3K
|
24
$4.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 6.81% |
$8.01K - $12.3K
|
849
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-119- 8.25% |
$15.4K - $23.6K
|
1.32K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$148K - $228K
|
1.15K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3- 0.07% |
$387 - $595
|
4.18K
$711K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-33- 2.39% |
$4.26K - $6.54K
|
1.35K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 11.11% |
$258 - $396
|
20
$3.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9+ 14.75% |
$1.16K - $1.78K
|
70
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-24.5K- 93.57% |
$3.17M - $4.86M
|
1.69K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$258 - $396
|
2
$340
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
299New |
$38.6K - $59.3K
|
299
$50.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24KNew |
$290K - $445K
|
2.24K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-25- 0.49% |
$3.23K - $4.96K
|
5.07K
$862K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.22KNew |
$157K - $241K
|
1.22K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-212- 9.2% |
$27.4K - $42K
|
2.09K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.03% |
$129 - $198
|
3.59K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.3K+ 3593.75% |
$297K - $456K
|
2.36K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.68K - $2.58K
|
13
$2.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-465- 8.29% |
$60K - $92.2K
|
5.14K
$875K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-900- 90.0% |
$116K - $178K
|
100
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
560New |
$72.3K - $111K
|
560
$95.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$775 - $1.19K
|
6
$1.02K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.97K - $4.56K
|
23
$3.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$25.8K - $39.6K
|
200
$34K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$1.16K - $1.78K
|
9
$1.53K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.19% |
$1.42K - $2.18K
|
53
$9.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-332- 41.5% |
$42.9K - $65.8K
|
468
$79.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-42- 1.08% |
$5.42K - $8.32K
|
3.84K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 5.41% |
$25.8K - $39.6K
|
3.5K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3KNew |
$167K - $257K
|
1.3K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.49% |
$1.81K - $2.77K
|
956
$163K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 42.25% |
$176K - $270K
|
1.86K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 56.02% |
$237K - $364K
|
5.12K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.26KNew |
$291K - $447K
|
2.26K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
240+ 25.0% |
$31K - $47.6K
|
1.2K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
441+ 18.98% |
$56.9K - $87.4K
|
2.76K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
200+ 7.58% |
$25.8K - $39.6K
|
2.84K
$483K
|