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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
937+ 100.21% |
$120K - $263K
|
1.87K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
806+ 100.0% |
$104K - $226K
|
1.61K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
794+ 67.92% |
$102K - $223K
|
1.96K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
746+ 100.0% |
$95.8K - $210K
|
1.49K
$254K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
741+ 91.37% |
$95.2K - $208K
|
1.55K
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 100.0% |
$92.5K - $202K
|
1.44K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
717+ 100.0% |
$92.1K - $201K
|
1.43K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 79.56% |
$92K - $201K
|
1.62K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
674+ 92.08% |
$86.6K - $189K
|
1.41K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
634+ 99.69% |
$81.4K - $178K
|
1.27K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
580New |
$74.5K - $163K
|
580
$98.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
559+ 63.67% |
$71.8K - $157K
|
1.44K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
532New |
$68.3K - $149K
|
532
$90.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
500+ 33.33% |
$64.2K - $140K
|
2K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
449+ 44.77% |
$57.7K - $126K
|
1.45K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
408+ 100.0% |
$52.4K - $115K
|
816
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
400+ 100.0% |
$51.4K - $112K
|
800
$136K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 100.0% |
$44.6K - $97.5K
|
694
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
328New |
$42.1K - $92.1K
|
328
$55.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$41.9K - $91.6K
|
326
$55.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 100.0% |
$38.5K - $84.3K
|
600
$102K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
298New |
$38.3K - $83.7K
|
298
$50.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
297+ 100.0% |
$38.2K - $83.4K
|
594
$101K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
296+ 99.66% |
$38K - $83.2K
|
593
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$34K - $74.4K
|
265
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
237+ 5.45% |
$30.4K - $66.6K
|
4.59K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 103.0% |
$26.5K - $57.9K
|
406
$69.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
192New |
$24.7K - $53.9K
|
192
$32.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
162+ 182.02% |
$20.8K - $45.5K
|
251
$42.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
160New |
$20.6K - $45K
|
160
$27.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
157+ 100.0% |
$20.2K - $44.1K
|
314
$53.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
118+ 100.0% |
$15.2K - $33.2K
|
236
$40.2K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
118New |
$15.2K - $33.2K
|
118
$20.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$34K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$28.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 100.0% |
$10.3K - $22.5K
|
160
$27.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 100.0% |
$9.25K - $20.2K
|
144
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
67New |
$8.61K - $18.8K
|
67
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
66+ 100.0% |
$8.48K - $18.5K
|
132
$22.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63New |
$8.09K - $17.7K
|
63
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61+ 100.0% |
$7.84K - $17.1K
|
122
$20.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$20.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52+ 100.0% |
$6.68K - $14.6K
|
104
$17.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$17K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
43+ 81.13% |
$5.52K - $12.1K
|
96
$16.3K
|