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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.72KNew |
$375K - $475K
|
2.72K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.95KNew |
$956K - $1.21M
|
6.95K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 15.22% |
$1.93K - $2.44K
|
78
$13.3K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
568+ 4.51% |
$78.2K - $99.1K
|
13.2K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-27- 8.77% |
$3.72K - $4.71K
|
281
$47.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 20.12% |
$14.2K - $18K
|
409
$69.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-536- 1.58% |
$73.8K - $93.5K
|
33.4K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35K+ 80.5% |
$185K - $235K
|
3.02K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$110K - $140K
|
800
$136K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.95K+ 193.82% |
$406K - $515K
|
4.47K
$761K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
251+ 5.24% |
$34.5K - $43.8K
|
5.04K
$858K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
300+ 1.26% |
$41.3K - $52.3K
|
24.1K
$4.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
245+ 1.66% |
$33.7K - $42.7K
|
15K
$2.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 30.0% |
$2.48K - $3.14K
|
78
$13.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.21KNew |
$166K - $211K
|
1.21K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 47.82% |
$148K - $187K
|
3.32K
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
648+ 8.87% |
$89.2K - $113K
|
7.95K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
19New |
$2.61K - $3.31K
|
19
$3.23K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-412- 45.52% |
$56.7K - $71.9K
|
493
$83.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 3.38% |
$17.6K - $22.3K
|
3.91K
$665K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.07% |
$138 - $174
|
1.5K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 25.0% |
$275 - $349
|
6
$1.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
260+ 6.25% |
$35.8K - $45.4K
|
4.42K
$752K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-66- 0.46% |
$9.08K - $11.5K
|
14.1K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
91+ 3.95% |
$12.5K - $15.9K
|
2.39K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.7KNew |
$2.58M - $3.27M
|
18.7K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 7.26% |
$626K - $794K
|
58.1K
$9.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
125New |
$17.2K - $21.8K
|
125
$21.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.9K+ 4.29% |
$261K - $331K
|
46.2K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-109- 0.99% |
$15K - $19K
|
10.9K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.9K+ 217.55% |
$399K - $506K
|
4.23K
$720K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-202- 13.58% |
$27.8K - $35.2K
|
1.29K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.08K+ 9.34% |
$287K - $363K
|
24.4K
$4.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$6.06K - $7.68K
|
44
$7.49K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
20+ 1.37% |
$2.75K - $3.49K
|
1.48K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.78K+ 6.28% |
$244K - $310K
|
30.1K
$5.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.4% |
$3.44K - $4.36K
|
6.29K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.16K+ 53.77% |
$572K - $725K
|
11.9K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.14K+ 21.36% |
$982K - $1.25M
|
40.6K
$6.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
72+ 4.76% |
$9.91K - $12.6K
|
1.59K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 7.87% |
$963 - $1.22K
|
82
$14K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
740+ 1.63% |
$102K - $129K
|
46.2K
$7.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 42.86% |
$826 - $1.05K
|
20
$3.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-90- 6.06% |
$12.4K - $15.7K
|
1.39K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.9% |
$2.48K - $3.14K
|
2.02K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-197- 6.88% |
$27.1K - $34.4K
|
2.67K
$454K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
28New |
$3.85K - $4.88K
|
28
$4.77K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.06K- 18.03% |
$146K - $186K
|
4.84K
$823K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
108New |
$14.9K - $18.8K
|
108
$18.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$275 - $349
|
252
$42.9K
|