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 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-111- 1.12% |
$31K - $35.7K
|
9.79K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-22- 2.78% |
$6.14K - $7.07K
|
769
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
81New |
$22.6K - $26K
|
81
$13.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Parametrica Management LTD
|
BUY
|
- |
725New |
$202K - $233K
|
725
$123K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.16KNew |
$1.44M - $1.66M
|
5.16K
$878K
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.39KNew |
$387K - $445K
|
1.39K
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.6K- 11.99% |
$447K - $514K
|
11.7K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
958New |
$267K - $308K
|
958
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
18.5KNew |
$5.17M - $5.94M
|
18.5K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-41- 0.45% |
$11.4K - $13.2K
|
9.15K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.19K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
841New |
$235K - $270K
|
841
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.22K+ 74.85% |
$341K - $392K
|
2.85K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
800New |
$223K - $257K
|
800
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-551- 18.42% |
$154K - $177K
|
2.44K
$415K
|
|
|
Jul 29, 2024
Q2 2024
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
4.36K+ 96.29% |
$1.22M - $1.4M
|
8.89K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$8.1K - $9.32K
|
29
$4.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
103New |
$28.8K - $33.1K
|
103
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.26KNew |
$353K - $406K
|
1.26K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
93+ 19.58% |
$26K - $29.9K
|
568
$96.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.39K- 88.25% |
$2.34M - $2.7M
|
1.12K
$190K
|
|
|
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
$564K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-273- 25.44% |
$76.2K - $87.7K
|
800
$136K
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 3.23% |
$27.9K - $32.1K
|
3K
$511K
|
|
|
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
$3.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
367+ 4.37% |
$102K - $118K
|
8.76K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$6.13K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-168- 14.01% |
$46.9K - $54K
|
1.03K
$175K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-18- 2.09% |
$5.03K - $5.78K
|
843
$143K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.04K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
706KNew |
$136M - $224M
|
706K
$120M
|
|
|
Mar 13, 2025
Q1 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 11.67% |
$135K - $222K
|
6.7K
$1.14M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 4.0% |
$580 - $953
|
72
$12.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$389K - $639K
|
2.01K
$343K
|
|
|
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
$170K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$967 - $1.59K
|
5
$851
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-47.2K- 64.87% |
$9.13M - $15M
|
25.6K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.24KNew |
$433K - $710K
|
2.24K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
15K+ 150.0% |
$2.9M - $4.76M
|
25K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-3.45K- 80.43% |
$666K - $1.09M
|
838
$143K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.13KNew |
$218K - $358K
|
1.13K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.8KNew |
$735K - $1.21M
|
3.8K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.01K+ 17.32% |
$195K - $320K
|
6.82K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$3.06M - $5.02M
|
15.8K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
832New |
$161K - $264K
|
832
$142K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
650New |
$126K - $206K
|
650
$111K
|
|