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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 8.5% |
$19.1K - $22.3K
|
2.2K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$222 - $259
|
2
$394
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
466+ 24.11% |
$51.8K - $60.4K
|
2.4K
$473K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 14.29% |
$778 - $907
|
56
$11K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 2.78% |
$111 - $130
|
35
$6.89K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 2.11% |
$1.67K - $1.94K
|
697
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 1.8% |
$4.11K - $4.79K
|
2.09K
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-607- 3.33% |
$67.5K - $78.7K
|
17.6K
$3.47M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.3K+ 79.29% |
$589K - $687K
|
12K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-15- 0.78% |
$1.67K - $1.94K
|
1.92K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-26- 3.71% |
$2.89K - $3.37K
|
675
$133K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.6KNew |
$178K - $208K
|
1.6K
$316K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$214K - $249K
|
1.93K
$379K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.5KNew |
$1.16M - $1.36M
|
10.5K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.9KNew |
$211K - $246K
|
1.9K
$374K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.08KNew |
$120K - $140K
|
1.08K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4KNew |
$445K - $518K
|
4K
$788K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 2.12% |
$1.89K - $2.2K
|
786
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-55- 1.19% |
$6.11K - $7.13K
|
4.57K
$899K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
55New |
$6.11K - $7.13K
|
55
$10.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 71.43% |
$556 - $648
|
12
$2.36K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.86KNew |
$669K - $842K
|
5.86K
$1.15M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47New |
$5.36K - $6.75K
|
47
$9.26K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$456 - $574
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.4KNew |
$274K - $345K
|
2.4K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
PUT |
3.1K+ 52.54% |
$354K - $445K
|
9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.3KNew |
$2.66M - $3.34M
|
23.3K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.13KNew |
$129K - $162K
|
1.13K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
59+ 3.86% |
$6.73K - $8.47K
|
1.59K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$1.77K
|
|
|
May 15, 2023
Q1 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
30KNew |
$3.42M - $4.31M
|
30K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-958- 6.98% |
$109K - $138K
|
12.8K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.3KNew |
$262K - $330K
|
2.3K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-17.7K- 23.66% |
$2.02M - $2.54M
|
57.1K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-1.9K- 7.47% |
$217K - $273K
|
23.6K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$511K - $643K
|
4.48K
$882K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.09K- 30.91% |
$125K - $157K
|
2.45K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-80.2K- 87.85% |
$9.16M - $11.5M
|
11.1K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200+ 1.2% |
$22.8K - $28.7K
|
16.8K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-6.24K- 71.11% |
$712K - $895K
|
2.53K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.2MNew |
$137M - $172M
|
1.2M
$236M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
736+ 41.19% |
$84K - $106K
|
2.52K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
423+ 23.0% |
$48.3K - $60.7K
|
2.26K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200New |
$22.8K - $28.7K
|
200
$39.4K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$114 - $144
|
1
$197
|
|
|
May 12, 2023
Q1 2023
|
6elm Capital LP
New York, NY |
SELL
|
- |
-45.2K- 75.29% |
$5.16M - $6.49M
|
14.8K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-395- 42.38% |
$45.1K - $56.7K
|
537
$106K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.27K+ 66.32% |
$145K - $182K
|
3.19K
$627K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-958- 7.17% |
$109K - $138K
|
12.4K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.62% |
$2.17K - $2.73K
|
3.1K
$611K
|
|