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 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-34Closed |
$3.5K - $6.26K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-16Closed |
$1.65K - $2.94K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-140Closed |
$14.4K - $25.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$1.85K - $3.31K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$2.57K - $4.6K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-8.64KClosed |
$890K - $1.59M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.72KClosed |
$794K - $1.42M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-22Closed |
$2.26K - $4.05K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$5.3K - $6.66K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-12.6KClosed |
$1.13M - $1.42M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-4.98KClosed |
$447K - $563K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-68KClosed |
$6.11M - $7.68M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-20Closed |
$1.8K - $2.26K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-11.1KClosed |
$993K - $1.25M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-11.5KClosed |
$1.03M - $1.3M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-233Closed |
$20.9K - $26.3K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
275New |
$24.7K - $31.1K
|
275
$54.2K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-114KClosed |
$9.26M - $11.3M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-200Closed |
$16.3K - $19.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-18Closed |
$1.47K - $1.79K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-28.2KClosed |
$2.3M - $2.8M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.05KClosed |
$248K - $302K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
1.49KNew |
$121K - $148K
|
1.49K
$293K
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-10Closed |
$815 - $993
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-40Closed |
$3.26K - $3.97K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$16.3K - $19.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.17KClosed |
$422K - $513K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-99.8KClosed |
$8.14M - $9.9M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Cowen And Company, LLC
|
SELL
|
PUT |
-51.5KClosed |
$4.2M - $5.11M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-400Closed |
$32.6K - $39.7K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-9Closed |
$734 - $893
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.06KNew |
$249K - $304K
|
3.06K
$602K
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-600Closed |
$48.9K - $59.6K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-494Closed |
$40.3K - $49K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$4.89K - $5.96K
|
60
$11.8K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.94K+ 286.06% |
$110K - $254K
|
3.96K
$780K
|
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-16.8KClosed |
$632K - $1.46M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20KNew |
$752K - $1.73M
|
20K
$3.94M
|
|
|
Aug 14, 2020
Q2 2020
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-34KClosed |
$1.28M - $2.95M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-15.3KClosed |
$576K - $1.33M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8KClosed |
$301K - $693K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-926KClosed |
$34.8M - $80.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-38.6KClosed |
$1.45M - $3.34M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-144KClosed |
$5.41M - $12.5M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-211KClosed |
$7.95M - $18.3M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-33Closed |
$1.24K - $2.86K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
American Assets Investment Management, LLC
|
SELL
|
- |
-96.8KClosed |
$3.64M - $8.39M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-81.9KClosed |
$3.08M - $7.1M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Miller Howard Investments Inc
|
SELL
|
- |
-544KClosed |
$20.5M - $47.2M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-67.4KClosed |
$2.53M - $5.84M
|
0
$0
|
|