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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 4.26% |
$53.2K - $87.3K
|
6.17K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 81.17% |
$290K - $476K
|
3.35K
$570K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-42K- 50.91% |
$8.12M - $13.3M
|
40.5K
$6.89M
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.4KNew |
$271K - $445K
|
1.4K
$238K
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
15KNew |
$2.9M - $4.76M
|
15K
$2.55M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.0% |
$336K - $552K
|
85K
$14.5M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.2K- 99.95% |
$425K - $699K
|
1
$170
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-865- 55.81% |
$167K - $275K
|
685
$117K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
48KNew |
$9.28M - $15.2M
|
48K
$8.17M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.58M - $4.23M
|
13.3K
$2.27M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.5K- 47.33% |
$8.81M - $14.5M
|
50.7K
$8.62M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.09% |
$193 - $318
|
1.08K
$184K
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
763New |
$148K - $242K
|
763
$130K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.88K- 30.69% |
$944K - $1.55M
|
11K
$1.88M
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
775New |
$150K - $246K
|
775
$132K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-14.1K- 88.98% |
$2.72M - $4.46M
|
1.74K
$296K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
585New |
$113K - $186K
|
585
$99.6K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.34KNew |
$260K - $426K
|
1.34K
$228K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$36.9K - $60.6K
|
191
$32.5K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
798New |
$154K - $253K
|
798
$136K
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
712New |
$138K - $226K
|
712
$121K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-727- 34.18% |
$141K - $231K
|
1.4K
$238K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-11.5K- 65.7% |
$2.22M - $3.65M
|
6K
$1.02M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.3K- 91.15% |
$1.99M - $3.27M
|
1K
$170K
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.69K- 25.37% |
$521K - $855K
|
7.92K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-602- 30.02% |
$116K - $191K
|
1.4K
$239K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.35% |
$6K - $9.84K
|
8.91K
$1.52M
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-285- 22.09% |
$55.1K - $90.5K
|
1.01K
$171K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-9.3K- 60.0% |
$1.8M - $2.95M
|
6.2K
$1.06M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
187+ 2.64% |
$36.2K - $59.4K
|
7.26K
$1.24M
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-654K- 80.66% |
$94.3M - $135M
|
157K
$26.7M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 900.0% |
$1.3K - $1.86K
|
10
$1.7K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55New |
$7.93K - $11.4K
|
55
$9.36K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$721K - $1.03M
|
5K
$851K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$14.4M - $20.6M
|
100K
$17M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$172K - $247K
|
1.2K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.01KNew |
$1.3M - $1.86M
|
9.01K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
31.3KNew |
$4.51M - $6.46M
|
31.3K
$5.33M
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
100KNew |
$14.4M - $20.6M
|
100K
$17M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
400New |
$57.7K - $82.6K
|
400
$68.1K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.07K- 43.75% |
$588K - $841K
|
5.24K
$891K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
10.9KNew |
$1.58M - $2.26M
|
10.9K
$1.86M
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-14.7K- 9.79% |
$2.12M - $3.03M
|
135K
$23M
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-52.5K- 25.63% |
$7.58M - $10.8M
|
152K
$25.9M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-100- 53.19% |
$14.4K - $20.6K
|
88
$15K
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.6KNew |
$230K - $330K
|
1.6K
$272K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.39KNew |
$200K - $286K
|
1.39K
$236K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.47KNew |
$356K - $510K
|
2.47K
$420K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 31.52% |
$4.18K - $5.99K
|
121
$20.6K
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$591K - $846K
|
4.1K
$697K
|