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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.23K+ 88.71% |
$158K - $346K
|
2.62K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
33.3K+ 471.1% |
$4.27M - $9.35M
|
40.3K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
794+ 67.92% |
$102K - $223K
|
1.96K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
580New |
$74.5K - $163K
|
580
$98.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
532New |
$68.3K - $149K
|
532
$90.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
1.9K+ 4.46% |
$244K - $534K
|
44.5K
$7.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.29KNew |
$166K - $364K
|
1.29K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
1.9K+ 2.46% |
$244K - $534K
|
79.2K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.01K+ 100.0% |
$130K - $284K
|
2.02K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$231K - $506K
|
1.8K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.62K+ 54.86% |
$208K - $455K
|
4.57K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 100.0% |
$10.3K - $22.5K
|
160
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
31.2KNew |
$4.01M - $8.77M
|
31.2K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-52.5K- 53.23% |
$6.74M - $14.7M
|
46.1K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
717+ 100.0% |
$92.1K - $201K
|
1.43K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$3.47M - $7.6M
|
27K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61+ 100.0% |
$7.84K - $17.1K
|
122
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
674+ 92.08% |
$86.6K - $189K
|
1.41K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.06K+ 100.0% |
$265K - $579K
|
4.12K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$5.14K - $11.2K
|
40
$6.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
22.5KNew |
$2.89M - $6.32M
|
22.5K
$3.83M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
7.99K+ 696.69% |
$1.03M - $2.24M
|
9.14K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.09KNew |
$397K - $869K
|
3.09K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 8.33% |
$514 - $1.12K
|
44
$7.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
806+ 100.0% |
$104K - $226K
|
1.61K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36New |
$4.62K - $10.1K
|
36
$6.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.43K+ 100.0% |
$184K - $402K
|
2.86K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4K+ 100.0% |
$514K - $1.12M
|
8K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.87K+ 119.14% |
$240K - $525K
|
3.43K
$584K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.71K+ 81.64% |
$219K - $480K
|
3.8K
$647K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.2K+ 100.0% |
$668K - $1.46M
|
10.4K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$14.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 100.0% |
$321K - $702K
|
5K
$851K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$642 - $1.4K
|
5
$851
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$41.9K - $91.6K
|
326
$55.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 35.48% |
$4.24K - $9.27K
|
60
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.46KNew |
$959K - $2.1M
|
7.46K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.9K- 11.8% |
$244K - $534K
|
14.2K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 116.35% |
$450K - $984K
|
6.51K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.8K+ 100.0% |
$231K - $506K
|
3.6K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.53K+ 101.04% |
$325K - $712K
|
5.04K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63New |
$8.09K - $17.7K
|
63
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.7KNew |
$732K - $1.6M
|
5.7K
$970K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
160New |
$20.6K - $45K
|
160
$27.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7.99K+ 92.89% |
$1.03M - $2.25M
|
16.6K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$899 - $1.97K
|
7
$1.19K
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
14.7KNew |
$1.89M - $4.13M
|
14.7K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
118New |
$15.2K - $33.2K
|
118
$20.1K
|