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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61+ 100.0% |
$7.84K - $17.1K
|
122
$21.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$21.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$21.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52+ 100.0% |
$6.68K - $14.6K
|
104
$18.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
43+ 81.13% |
$5.52K - $12.1K
|
96
$17.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$15K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$15K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$5.14K - $11.2K
|
40
$7.14K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
39+ 67.24% |
$5.01K - $11K
|
97
$17.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 82.61% |
$4.88K - $10.7K
|
84
$15K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36New |
$4.62K - $10.1K
|
36
$6.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 100.0% |
$4.37K - $9.55K
|
68
$12.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 100.0% |
$3.98K - $8.71K
|
62
$11.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
28+ 100.0% |
$3.6K - $7.87K
|
56
$10K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 100.0% |
$2.95K - $6.46K
|
46
$8.22K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15+ 100.0% |
$1.93K - $4.21K
|
30
$5.36K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$4.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 100.0% |
$1.28K - $2.81K
|
20
$3.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$899 - $1.97K
|
7
$1.25K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$771 - $1.69K
|
6
$1.07K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.79K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$642 - $1.4K
|
5
$893
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.79K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$714
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$514 - $1.12K
|
4
$714
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$714
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 7.14% |
$385 - $843
|
45
$8.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$357
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$357
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
887K+ 13.09% |
$248M - $285M
|
7.66M
$1.37B
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
50KNew |
$14M - $16.1M
|
50K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
39.6KNew |
$11.1M - $12.7M
|
39.6K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
31.1KNew |
$8.68M - $9.99M
|
31.1K
$5.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
18.5KNew |
$5.17M - $5.94M
|
18.5K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10.7KNew |
$2.98M - $3.43M
|
10.7K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.09KNew |
$2.26M - $2.6M
|
8.09K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.6K+ 1.88% |
$1.56M - $1.8M
|
303K
$54.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.16KNew |
$1.44M - $1.66M
|
5.16K
$922K
|
|
|
Jul 29, 2024
Q2 2024
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
4.36K+ 96.29% |
$1.22M - $1.4M
|
8.89K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.57KNew |
$997K - $1.15M
|
3.57K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$530K - $611K
|
1.9K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.43KNew |
$400K - $461K
|
1.43K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.39KNew |
$387K - $445K
|
1.39K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.26KNew |
$353K - $406K
|
1.26K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.22K+ 74.85% |
$341K - $392K
|
2.85K
$509K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.17KNew |
$326K - $375K
|
1.17K
$208K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
958New |
$267K - $308K
|
958
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
895New |
$250K - $288K
|
895
$160K
|
|