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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$1.12K - $1.35K
|
10
$1.97K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.72K- 38.58% |
$527K - $638K
|
7.51K
$1.48M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-98- 4.1% |
$10.9K - $13.3K
|
2.29K
$452K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
24New |
$2.68K - $3.25K
|
24
$4.73K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 1.28% |
$22.3K - $27.1K
|
15.8K
$3.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$8.04K - $9.75K
|
72
$14.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$559 - $677
|
5
$985
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50New |
$5.59K - $6.77K
|
50
$9.85K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$335 - $406
|
3
$591
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-545- 17.98% |
$61.5K - $92K
|
2.49K
$490K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
147+ 33.79% |
$16.6K - $24.8K
|
582
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
93KNew |
$10.5M - $15.7M
|
93K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.09KNew |
$236K - $354K
|
2.09K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$5.64K - $8.44K
|
50
$9.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 10.91% |
$197K - $294K
|
17.7K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
37.5KNew |
$4.23M - $6.33M
|
37.5K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Simcoe Capital Management, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$5.91M - $8.85M
|
52.4K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thorn Tree Capital Partners LP
Boston, MA |
SELL
|
- |
-24.3K- 13.97% |
$2.74M - $4.1M
|
149K
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
33.8KNew |
$3.81M - $5.71M
|
33.8K
$6.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Grotto Capital, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$3.38M - $5.07M
|
30K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-56.5K- 49.86% |
$6.38M - $9.55M
|
56.9K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
108K+ 105.29% |
$12.1M - $18.2M
|
210K
$41.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-24.7K- 41.84% |
$2.79M - $4.17M
|
34.3K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
695New |
$78.4K - $117K
|
695
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-48- 0.21% |
$5.41K - $8.11K
|
22.6K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-305- 7.99% |
$34.4K - $51.5K
|
3.51K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$237K - $355K
|
2.1K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$1.21M - $1.82M
|
10.8K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-10.3K- 67.71% |
$1.16M - $1.74M
|
4.9K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
30KNew |
$3.38M - $5.07M
|
30K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.38K- 37.38% |
$381K - $571K
|
5.66K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
21.7K+ 1205.56% |
$2.45M - $3.66M
|
23.5K
$4.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-282- 94.0% |
$31.8K - $47.6K
|
18
$3.55K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-175K- 74.47% |
$19.7M - $29.6M
|
60K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
60+ 2.84% |
$6.77K - $10.1K
|
2.17K
$428K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
205New |
$23.1K - $34.6K
|
205
$40.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$3.5K - $5.23K
|
31
$6.11K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
966+ 47.28% |
$109K - $163K
|
3.01K
$593K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-348- 3.24% |
$39.3K - $58.8K
|
10.4K
$2.04M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
620New |
$69.9K - $105K
|
620
$122K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.08K+ 27.97% |
$235K - $352K
|
9.53K
$1.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-609- 18.3% |
$68.7K - $103K
|
2.72K
$535K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53+ 1325.0% |
$5.98K - $8.95K
|
57
$11.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-366- 0.93% |
$41.3K - $61.8K
|
38.9K
$7.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.02K+ 29.97% |
$115K - $172K
|
4.42K
$871K
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-4.09K- 41.11% |
$461K - $690K
|
5.85K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
3.52KNew |
$397K - $595K
|
3.52K
$694K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-444- 14.21% |
$50.1K - $75K
|
2.68K
$528K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.05KNew |
$119K - $178K
|
1.05K
$208K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
5New |
$564 - $844
|
5
$985
|
|