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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$31.6K - $43.5K
|
200
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 50.66% |
$214K - $295K
|
1.32K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5150.0% |
$16.3K - $22.4K
|
105
$17.6K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-187- 1.43% |
$29.6K - $40.7K
|
12.9K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.89% |
$2.06K - $2.83K
|
1.44K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-617- 1.07% |
$97.5K - $134K
|
57.1K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.51K- 33.44% |
$238K - $328K
|
3K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.8M+ 21.8% |
$442M - $609M
|
15.6M
$2.62B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 15.31% |
$10.1K - $13.9K
|
482
$80.9K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
12.8KNew |
$2.03M - $2.8M
|
12.8K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
341+ 30.83% |
$53.9K - $74.2K
|
1.45K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
129K+ 33.94% |
$20.4M - $28.1M
|
509K
$85.5M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.34K+ 22.41% |
$211K - $291K
|
7.3K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
255K+ 30.95% |
$40.2M - $55.4M
|
1.08M
$181M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.81K- 35.8% |
$760K - $1.05M
|
8.62K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
9.46KNew |
$1.5M - $2.06M
|
9.46K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.49KNew |
$235K - $324K
|
1.49K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-832- 12.46% |
$132K - $181K
|
5.85K
$982K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.85K+ 107.68% |
$450K - $620K
|
5.49K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 69.62% |
$1.89M - $2.6M
|
5.22K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.1K- 40.12% |
$1.75M - $2.41M
|
16.5K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-23.2K- 35.4% |
$3.66M - $5.04M
|
42.3K
$7.1M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
76+ 4.91% |
$12K - $16.5K
|
1.62K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 361.29% |
$17.7K - $24.4K
|
143
$24K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.95KNew |
$309K - $425K
|
1.95K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.66K+ 680.97% |
$1.37M - $1.89M
|
9.93K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-105- 0.21% |
$16.6K - $22.9K
|
50.1K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-809- 25.85% |
$128K - $176K
|
2.32K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-229K- 92.3% |
$36.2M - $49.9M
|
19.1K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
177+ 9.16% |
$28K - $38.5K
|
2.11K
$354K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15.1KNew |
$2.38M - $3.28M
|
15.1K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.12K+ 4.56% |
$809K - $1.11M
|
117K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-224- 2.61% |
$35.4K - $48.8K
|
8.37K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.6K- 6.09% |
$2.14M - $2.95M
|
209K
$35.1M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-155- 2.23% |
$24.5K - $33.7K
|
6.8K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-559- 4.43% |
$88.4K - $122K
|
12K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.79K- 39.52% |
$1.39M - $1.91M
|
13.4K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.84KNew |
$766K - $1.05M
|
4.84K
$813K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 2.63% |
$12.8K - $17.6K
|
3.16K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 655.56% |
$46.6K - $64.2K
|
340
$57.1K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.21K- 24.18% |
$191K - $263K
|
3.79K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
7.51KNew |
$1.19M - $1.63M
|
7.51K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-76- 1.94% |
$12K - $16.5K
|
3.85K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.51K- 2.36% |
$239K - $329K
|
62.5K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
632+ 27.55% |
$99.9K - $138K
|
2.93K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$316 - $435
|
9.75K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
326+ 22.22% |
$51.5K - $71K
|
1.79K
$301K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 6.67% |
$31.6K - $43.5K
|
3.2K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-1.22K- 20.93% |
$192K - $265K
|
4.59K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.16K+ 187.11% |
$342K - $471K
|
3.32K
$557K
|