Latest Institutional Purchases of Williams Sonoma Inc (WSM)
This list provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24KNew |
$290K - $445K
|
2.24K
$382K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.11KNew |
$272K - $417K
|
2.11K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$258K - $396K
|
2K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 56.02% |
$237K - $364K
|
5.12K
$871K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.6KNew |
$206K - $317K
|
1.6K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.44KNew |
$186K - $286K
|
1.44K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$184K - $282K
|
1.42K
$242K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3KNew |
$167K - $257K
|
1.3K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.28KNew |
$165K - $253K
|
1.28K
$218K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27KNew |
$163K - $251K
|
1.27K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
1.25KNew |
$161K - $247K
|
1.25K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.22KNew |
$157K - $241K
|
1.22K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.21KNew |
$156K - $239K
|
1.21K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$148K - $228K
|
1.15K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.14KNew |
$147K - $225K
|
1.14K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$146K - $224K
|
1.13K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.11KNew |
$144K - $221K
|
1.11K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.11KNew |
$143K - $220K
|
1.11K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.1KNew |
$142K - $217K
|
1.1K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.01KNew |
$130K - $200K
|
1.01K
$172K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
966+ 9.55% |
$125K - $191K
|
11.1K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
869+ 7.81% |
$112K - $172K
|
12K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
560New |
$72.3K - $111K
|
560
$95.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
441+ 18.98% |
$56.9K - $87.4K
|
2.76K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
368New |
$47.5K - $72.9K
|
368
$62.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
302New |
$39K - $59.9K
|
302
$51.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
299New |
$38.6K - $59.3K
|
299
$50.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
248New |
$32K - $49.2K
|
248
$42.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
240+ 25.0% |
$31K - $47.6K
|
1.2K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
216New |
$27.9K - $42.8K
|
216
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$25.8K - $39.6K
|
200
$34K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
200+ 7.58% |
$25.8K - $39.6K
|
2.84K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
167+ 5.86% |
$21.6K - $33.1K
|
3.02K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 47.18% |
$18.3K - $28.1K
|
443
$75.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 7.1% |
$16.1K - $24.8K
|
1.89K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
109New |
$14.1K - $21.6K
|
109
$18.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$12.9K - $19.8K
|
100
$17K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
78New |
$10.1K - $15.5K
|
78
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$6.71K - $10.3K
|
52
$8.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$5.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 28.3% |
$3.87K - $5.95K
|
136
$23.1K
|