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 |
|---|---|---|---|---|---|---|---|
|
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
$254K
|
|
|
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 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.06KNew |
$249K - $304K
|
3.06K
$520K
|
|
|
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
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.94K+ 286.06% |
$110K - $254K
|
3.96K
$674K
|
|
|
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
$3.41M
|
|
|
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
|
|
|
Jul 23, 2020
Q2 2020
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-20.6KClosed |
$775K - $1.79M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.71KClosed |
$290K - $668K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-885Closed |
$33.3K - $76.7K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-14.5KClosed |
$546K - $1.26M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-318Closed |
$9.75K - $24.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bayberry Capital Partners LP
New York, NY |
SELL
|
- |
-31.8KClosed |
$975K - $2.44M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-155KClosed |
$4.75M - $11.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-264Closed |
$8.09K - $20.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-742KClosed |
$22.8M - $56.8M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Beck Bode, LLC
|
SELL
|
- |
-12.3KClosed |
$378K - $944K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-14KClosed |
$431K - $1.08M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-48.3KClosed |
$1.48M - $3.7M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-3.22KClosed |
$98.6K - $246K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-16KClosed |
$491K - $1.23M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-12.8KClosed |
$393K - $982K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cooke & Bieler LP
|
SELL
|
- |
-685KClosed |
$21M - $52.5M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-537- 8.1% |
$16.5K - $41.1K
|
6.09K
$1.04M
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-28.8KClosed |
$883K - $2.21M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.77KClosed |
$116K - $289K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-82Closed |
$2.51K - $6.28K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-29.9KClosed |
$918K - $2.29M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-19Closed |
$583 - $1.46K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.17KClosed |
$66.6K - $166K
|
0
$0
|
|