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 24, 2022
Q1 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-1.24KClosed |
$165K - $209K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$664 - $844
|
5
$851
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-4.4KClosed |
$585K - $743K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 40.11% |
$154K - $196K
|
4.05K
$690K
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-30.5KClosed |
$4.05M - $5.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-43Closed |
$5.71K - $7.26K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.1KClosed |
$1.6M - $2.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-3.2KClosed |
$425K - $540K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$160K - $203K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.15KClosed |
$818K - $1.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-213Closed |
$28.3K - $36K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-9.11K- 59.42% |
$1.21M - $1.54M
|
6.22K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.98KClosed |
$263K - $334K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.31KClosed |
$173K - $220K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-17.3K- 66.19% |
$2.3M - $2.92M
|
8.83K
$1.5M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-115Closed |
$15.3K - $19.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$159K - $202K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-89Closed |
$11.8K - $15K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3Closed |
$399 - $507
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-55Closed |
$7.31K - $9.29K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-27Closed |
$3.59K - $4.56K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.42KClosed |
$189K - $240K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.23KClosed |
$561K - $713K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-3.51KClosed |
$467K - $593K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-882- 16.81% |
$117K - $149K
|
4.36K
$743K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.14KClosed |
$284K - $361K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-26.8KClosed |
$3.56M - $4.53M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
BUY
|
- |
335New |
$44.5K - $56.6K
|
335
$57K
|
|
|
Apr 28, 2022
Q1 2022
|
Euclidean Technologies Management, LLC
|
SELL
|
- |
-1.28KClosed |
$170K - $216K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.47KClosed |
$195K - $248K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-155Closed |
$20.6K - $26.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-2.25KClosed |
$298K - $379K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13Closed |
$1.73K - $2.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.6KClosed |
$213K - $270K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.81KClosed |
$506K - $643K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.93KClosed |
$788K - $1M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$6.64K - $8.44K
|
50
$8.51K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9- 9.57% |
$1.2K - $1.52K
|
85
$14.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.25KClosed |
$166K - $211K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-10.1KClosed |
$1.35M - $1.71M
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-56- 83.58% |
$7.44K - $9.46K
|
11
$1.87K
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-4.1KClosed |
$545K - $692K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.85KClosed |
$463K - $631K
|
0
$0
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
450+ 10.28% |
$73.1K - $99.7K
|
4.83K
$822K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$17K
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.4KNew |
$2.02M - $2.75M
|
12.4K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-606Closed |
$98.5K - $134K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-8.13KClosed |
$1.32M - $1.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-20.7KClosed |
$3.37M - $4.59M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$1.63K - $2.22K
|
0
$0
|
|