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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$771 - $1.69K
|
6
$1.02K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.66KNew |
$470K - $1.03M
|
3.66K
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
162+ 182.02% |
$20.8K - $45.5K
|
251
$42.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$34K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2K+ 100.0% |
$257K - $562K
|
4K
$681K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
297+ 100.0% |
$38.2K - $83.4K
|
594
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
298New |
$38.3K - $83.7K
|
298
$50.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 100.0% |
$3.98K - $8.71K
|
62
$10.6K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$17K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 100.0% |
$9.25K - $20.2K
|
144
$24.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 83.33% |
$6.42M - $14M
|
110K
$18.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$615K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 100.0% |
$339K - $741K
|
5.27K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$168K - $368K
|
1.31K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
39+ 67.24% |
$5.01K - $11K
|
97
$16.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
449+ 44.77% |
$57.7K - $126K
|
1.45K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$681
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 100.0% |
$38.5K - $84.3K
|
600
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.01K+ 112.83% |
$259K - $566K
|
3.8K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.54KNew |
$198K - $434K
|
1.54K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 82.61% |
$4.88K - $10.7K
|
84
$14.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
408+ 100.0% |
$52.4K - $115K
|
816
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$216K - $473K
|
1.69K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$340
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
500+ 33.33% |
$64.2K - $140K
|
2K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 100.0% |
$44.6K - $97.5K
|
694
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85K+ 30883.33% |
$238K - $521K
|
1.86K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 103.0% |
$26.5K - $57.9K
|
406
$69.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
43+ 81.13% |
$5.52K - $12.1K
|
96
$16.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 100.0% |
$1.28K - $2.81K
|
20
$3.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
328New |
$42.1K - $92.1K
|
328
$55.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52+ 100.0% |
$6.68K - $14.6K
|
104
$17.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 112.8% |
$170K - $371K
|
2.49K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.9K+ 105.02% |
$11.4M - $25M
|
174K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 85.67% |
$1.31M - $2.86M
|
22K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$28.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
66+ 100.0% |
$8.48K - $18.5K
|
132
$22.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
746+ 100.0% |
$95.8K - $210K
|
1.49K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$514 - $1.12K
|
4
$681
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.5K+ 100.96% |
$706K - $1.54M
|
10.9K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$340K
|