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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.39K- 88.25% |
$2.34M - $2.7M
|
1.12K
$188K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16Closed |
$4.47K - $5.14K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-560- 14.46% |
$156K - $180K
|
3.31K
$556K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-273- 25.44% |
$76.2K - $87.7K
|
800
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 3.23% |
$27.9K - $32.1K
|
3K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-765Closed |
$214K - $246K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$5.03K - $5.78K
|
18
$3.02K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.18K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
367+ 4.37% |
$102K - $118K
|
8.76K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$6.05K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-168- 14.01% |
$46.9K - $54K
|
1.03K
$173K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-18- 2.09% |
$5.03K - $5.78K
|
843
$142K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
356+ 12.04% |
$99.4K - $114K
|
3.31K
$556K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.02K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
706KNew |
$136M - $224M
|
706K
$119M
|
|
|
Mar 13, 2025
Q1 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 11.67% |
$135K - $222K
|
6.7K
$1.13M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 4.0% |
$580 - $953
|
72
$12.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$389K - $639K
|
2.01K
$338K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$193 - $318
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
PUT |
-2K- 66.67% |
$387K - $635K
|
1K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$967 - $1.59K
|
5
$840
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-47.2K- 64.87% |
$9.13M - $15M
|
25.6K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.24KNew |
$433K - $710K
|
2.24K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
15K+ 150.0% |
$2.9M - $4.76M
|
25K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-3.45K- 80.43% |
$666K - $1.09M
|
838
$141K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.13KNew |
$218K - $358K
|
1.13K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.8KNew |
$735K - $1.21M
|
3.8K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.01K+ 17.32% |
$195K - $320K
|
6.82K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$3.06M - $5.02M
|
15.8K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
832New |
$161K - $264K
|
832
$140K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
650New |
$126K - $206K
|
650
$109K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78+ 520.0% |
$15.1K - $24.8K
|
93
$15.6K
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-11.4K- 99.74% |
$2.2M - $3.62M
|
30
$5.04K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 4.26% |
$53.2K - $87.3K
|
6.17K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 81.17% |
$290K - $476K
|
3.35K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-42K- 50.91% |
$8.12M - $13.3M
|
40.5K
$6.8M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.4KNew |
$271K - $445K
|
1.4K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
15KNew |
$2.9M - $4.76M
|
15K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.0% |
$336K - $552K
|
85K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.2K- 99.95% |
$425K - $699K
|
1
$168
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-865- 55.81% |
$167K - $275K
|
685
$115K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
48KNew |
$9.28M - $15.2M
|
48K
$8.06M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.58M - $4.23M
|
13.3K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.5K- 47.33% |
$8.81M - $14.5M
|
50.7K
$8.51M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.09% |
$193 - $318
|
1.08K
$182K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
763New |
$148K - $242K
|
763
$128K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.88K- 30.69% |
$944K - $1.55M
|
11K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
775New |
$150K - $246K
|
775
$130K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-14.1K- 88.98% |
$2.72M - $4.46M
|
1.74K
$293K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
585New |
$113K - $186K
|
585
$98.2K
|
|