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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2019
Q4 2018
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.41KClosed |
$155K - $222K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
24KNew |
$1.36M - $1.75M
|
24K
$4.74M
|
|
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-13.9KClosed |
$787K - $1.01M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.5KNew |
$819K - $1.05M
|
14.5K
$2.85M
|
|
|
Nov 14, 2018
Q3 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5.6KClosed |
$317K - $408K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-36.3KClosed |
$2.06M - $2.65M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-11.9KClosed |
$674K - $868K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-869KClosed |
$49.2M - $63.4M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5.7KClosed |
$323K - $416K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-417Closed |
$23.6K - $30.4K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.09K- 1.58% |
$61.9K - $79.7K
|
68.2K
$13.4M
|
|
|
Oct 05, 2018
Q3 2018
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11.6KClosed |
$657K - $846K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-17.7KClosed |
$836K - $1.14M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-43KClosed |
$2.03M - $2.77M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-142Closed |
$6.72K - $9.17K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-16.9KClosed |
$800K - $1.09M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.25KClosed |
$201K - $274K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10.8KClosed |
$510K - $696K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9.44KClosed |
$447K - $609K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-79Closed |
$3.74K - $5.1K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-128KClosed |
$6.06M - $8.27M
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-48.5KClosed |
$2.29M - $3.13M
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-10.1KClosed |
$476K - $649K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-4.7KClosed |
$222K - $303K
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-79.8KClosed |
$3.77M - $5.15M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-161Closed |
$7.91K - $8.93K
|
0
$0
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.82K+ 4407.81% |
$139K - $157K
|
2.89K
$568K
|
|
|
May 15, 2018
Q1 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.38KClosed |
$362K - $409K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-18.9KClosed |
$927K - $1.05M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-452Closed |
$22.2K - $25.1K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-923KClosed |
$45.4M - $51.2M
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-1.83KClosed |
$89.7K - $101K
|
0
$0
|
|
|
Apr 04, 2018
Q1 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-18Closed |
$884 - $999
|
0
$0
|
|
|
Apr 03, 2018
Q1 2018
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8.56KClosed |
$421K - $475K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-40KClosed |
$1.82M - $2.17M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.87K - $2.22K
|
41
$8.08K
|
|
|
Feb 14, 2018
Q4 2017
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-50KClosed |
$2.28M - $2.71M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.3KClosed |
$468K - $557K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-74.8KClosed |
$3.41M - $4.06M
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-4.8KClosed |
$219K - $260K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-134KClosed |
$6.13M - $7.29M
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-379KClosed |
$17.3M - $20.6M
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.3KClosed |
$378K - $450K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-28.2KClosed |
$1.28M - $1.53M
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-185KClosed |
$8.43M - $10M
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 21, 2019
Q2 2017
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.05KClosed |
N/A
|
0
$0
|
|
| Q1 2012 | |||||||
|
Apr 08, 2024
Q1 2012
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5.65KClosed |
N/A
|
0
$0
|
|