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 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.71K+ 81.64% |
$219K - $480K
|
3.8K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.2K+ 100.0% |
$668K - $1.46M
|
10.4K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$14.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 100.0% |
$321K - $702K
|
5K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$642 - $1.4K
|
5
$840
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$41.9K - $91.6K
|
326
$54.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 35.48% |
$4.24K - $9.27K
|
60
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.46KNew |
$959K - $2.1M
|
7.46K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.9K- 11.8% |
$244K - $534K
|
14.2K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 116.35% |
$450K - $984K
|
6.51K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.8K+ 100.0% |
$231K - $506K
|
3.6K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.53K+ 101.04% |
$325K - $712K
|
5.04K
$846K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63New |
$8.09K - $17.7K
|
63
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.7KNew |
$732K - $1.6M
|
5.7K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
160New |
$20.6K - $45K
|
160
$26.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7.99K+ 92.89% |
$1.03M - $2.25M
|
16.6K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$899 - $1.97K
|
7
$1.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
5.62K+ 154.97% |
$723K - $1.58M
|
9.25K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
14.7KNew |
$1.89M - $4.13M
|
14.7K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.4K+ 68.09% |
$822K - $1.8M
|
15.8K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
118New |
$15.2K - $33.2K
|
118
$19.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$771 - $1.69K
|
6
$1.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.66KNew |
$470K - $1.03M
|
3.66K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
162+ 182.02% |
$20.8K - $45.5K
|
251
$42.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$33.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2K+ 100.0% |
$257K - $562K
|
4K
$672K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
297+ 100.0% |
$38.2K - $83.4K
|
594
$99.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.97K+ 100.0% |
$766K - $1.68M
|
11.9K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
298New |
$38.3K - $83.7K
|
298
$50K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 100.0% |
$3.98K - $8.71K
|
62
$10.4K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$4.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$16.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$33.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 100.0% |
$9.25K - $20.2K
|
144
$24.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 83.33% |
$6.42M - $14M
|
110K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 100.0% |
$339K - $741K
|
5.27K
$885K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$168K - $368K
|
1.31K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
39+ 67.24% |
$5.01K - $11K
|
97
$16.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
449+ 44.77% |
$57.7K - $126K
|
1.45K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$672
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 100.0% |
$38.5K - $84.3K
|
600
$101K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.01K+ 112.83% |
$259K - $566K
|
3.8K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.54KNew |
$198K - $434K
|
1.54K
$259K
|