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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 47.18% |
$18.3K - $28.1K
|
443
$79.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 7.1% |
$16.1K - $24.8K
|
1.89K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
109New |
$14.1K - $21.6K
|
109
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$12.9K - $19.8K
|
100
$17.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
78New |
$10.1K - $15.5K
|
78
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$6.71K - $10.3K
|
52
$9.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$5.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 28.3% |
$3.87K - $5.95K
|
136
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$3.62K - $5.55K
|
28
$5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.64K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.64K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.97K - $4.56K
|
23
$4.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.49% |
$1.81K - $2.77K
|
956
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.68K - $2.58K
|
13
$2.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.19% |
$1.42K - $2.18K
|
53
$9.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9+ 14.75% |
$1.16K - $1.78K
|
70
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$1.16K - $1.78K
|
9
$1.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.03K - $1.59K
|
8
$1.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 3.61% |
$775 - $1.19K
|
172
$30.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$775 - $1.19K
|
6
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5+ 62.5% |
$646 - $991
|
13
$2.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5+ 62.5% |
$646 - $991
|
13
$2.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 100.0% |
$517 - $793
|
8
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$517 - $793
|
4
$714
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$258 - $396
|
2
$357
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 11.11% |
$258 - $396
|
20
$3.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$258 - $396
|
2
$357
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1New |
$129 - $198
|
1
$179
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
- |
1.61M+ 100.0% |
$207M - $453M
|
3.22M
$576M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.9K+ 105.02% |
$11.4M - $25M
|
174K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
63KNew |
$8.1M - $17.7M
|
63K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
56K+ 100.0% |
$7.19M - $15.7M
|
112K
$20M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 83.33% |
$6.42M - $14M
|
110K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
33.3K+ 471.1% |
$4.27M - $9.35M
|
40.3K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
31.2KNew |
$4.01M - $8.77M
|
31.2K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$3.47M - $7.6M
|
27K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
22.5KNew |
$2.89M - $6.32M
|
22.5K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Calixto Global Investors, LP
Coral Gables, FL |
BUY
|
- |
22.3KNew |
$2.86M - $6.26M
|
22.3K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$2.62M - $5.73M
|
20.4K
$3.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
14.7KNew |
$1.89M - $4.13M
|
14.7K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
13.6K+ 311.87% |
$1.75M - $3.83M
|
18K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
13.2K+ 91.96% |
$1.7M - $3.71M
|
27.6K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
12.5KNew |
$1.61M - $3.51M
|
12.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.7KNew |
$1.38M - $3.01M
|
10.7K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 85.67% |
$1.31M - $2.86M
|
22K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.9K+ 109.65% |
$1.27M - $2.78M
|
18.9K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
8.6KNew |
$1.1M - $2.42M
|
8.6K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7.99K+ 92.89% |
$1.03M - $2.25M
|
16.6K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
7.99K+ 696.69% |
$1.03M - $2.24M
|
9.14K
$1.63M
|
|