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 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.4K+ 80.05% |
$180K - $394K
|
3.16K
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 82.61% |
$4.88K - $10.7K
|
84
$14.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
408+ 100.0% |
$52.4K - $115K
|
816
$137K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$216K - $473K
|
1.69K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$336
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
500+ 33.33% |
$64.2K - $140K
|
2K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 200.0% |
$5.14K - $11.2K
|
60
$10.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 100.0% |
$44.6K - $97.5K
|
694
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.68K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85K+ 30883.33% |
$238K - $521K
|
1.86K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 103.0% |
$26.5K - $57.9K
|
406
$68.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
43+ 81.13% |
$5.52K - $12.1K
|
96
$16.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 100.0% |
$1.28K - $2.81K
|
20
$3.36K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
328New |
$42.1K - $92.1K
|
328
$55.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52+ 100.0% |
$6.68K - $14.6K
|
104
$17.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 112.8% |
$170K - $371K
|
2.49K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.9K+ 105.02% |
$11.4M - $25M
|
174K
$29.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 85.67% |
$1.31M - $2.86M
|
22K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$27.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
66+ 100.0% |
$8.48K - $18.5K
|
132
$22.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
746+ 100.0% |
$95.8K - $210K
|
1.49K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$514 - $1.12K
|
4
$672
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.5K+ 100.96% |
$706K - $1.54M
|
10.9K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$672
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15+ 100.0% |
$1.93K - $4.21K
|
30
$5.04K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14.6K- 99.45% |
$1.87M - $4.1M
|
80
$13.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
13.2K+ 91.96% |
$1.7M - $3.71M
|
27.6K
$4.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.68K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
559+ 63.67% |
$71.8K - $157K
|
1.44K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
28+ 100.0% |
$3.6K - $7.87K
|
56
$9.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
3.8K+ 100.0% |
$488K - $1.07M
|
7.6K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
157+ 100.0% |
$20.2K - $44.1K
|
314
$52.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-25.4K- 95.13% |
$3.26M - $7.14M
|
1.3K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 79.56% |
$92K - $201K
|
1.62K
$271K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.41KNew |
$181K - $396K
|
1.41K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 100.0% |
$92.5K - $202K
|
1.44K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 100.0% |
$2.95K - $6.46K
|
46
$7.72K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
937+ 100.21% |
$120K - $263K
|
1.87K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$336
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
192New |
$24.7K - $53.9K
|
192
$32.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.53K+ 97.95% |
$197K - $430K
|
3.09K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
634+ 99.69% |
$81.4K - $178K
|
1.27K
$213K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
296+ 99.66% |
$38K - $83.2K
|
593
$99.6K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-564- 43.09% |
$157K - $181K
|
745
$125K
|
|