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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
841New |
$235K - $270K
|
841
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
839+ 89.07% |
$234K - $270K
|
1.78K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
800New |
$223K - $257K
|
800
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
742New |
$207K - $238K
|
742
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Parametrica Management LTD
|
BUY
|
- |
725New |
$202K - $233K
|
725
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
367+ 4.37% |
$102K - $118K
|
8.76K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
320+ 32000.0% |
$89.3K - $103K
|
321
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
170+ 92.39% |
$47.5K - $54.6K
|
354
$63.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
103New |
$28.8K - $33.1K
|
103
$18.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
93+ 19.58% |
$26K - $29.9K
|
568
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
81New |
$22.6K - $26K
|
81
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70New |
$19.5K - $22.5K
|
70
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
69New |
$19.3K - $22.2K
|
69
$12.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$6.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$8.1K - $9.32K
|
29
$5.18K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$5.03K - $5.78K
|
18
$3.21K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.14K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.67% |
$1.4K - $1.61K
|
752
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$558 - $643
|
2
$357
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
706KNew |
$136M - $224M
|
706K
$126M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
48KNew |
$9.28M - $15.2M
|
48K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$3.06M - $5.02M
|
15.8K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
15K+ 150.0% |
$2.9M - $4.76M
|
25K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
15KNew |
$2.9M - $4.76M
|
15K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.58M - $4.23M
|
13.3K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.8KNew |
$735K - $1.21M
|
3.8K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.24KNew |
$433K - $710K
|
2.24K
$400K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$389K - $639K
|
2.01K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 81.17% |
$290K - $476K
|
3.35K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.4KNew |
$271K - $445K
|
1.4K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.34KNew |
$260K - $426K
|
1.34K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.13KNew |
$218K - $358K
|
1.13K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.01K+ 17.32% |
$195K - $320K
|
6.82K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
832New |
$161K - $264K
|
832
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
798New |
$154K - $253K
|
798
$143K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
775New |
$150K - $246K
|
775
$138K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
763New |
$148K - $242K
|
763
$136K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
712New |
$138K - $226K
|
712
$127K
|
|
|
Mar 13, 2025
Q1 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 11.67% |
$135K - $222K
|
6.7K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
650New |
$126K - $206K
|
650
$116K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
585New |
$113K - $186K
|
585
$104K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$36.9K - $60.6K
|
191
$34.1K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
187+ 2.64% |
$36.2K - $59.4K
|
7.26K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78+ 520.0% |
$15.1K - $24.8K
|
93
$16.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.35% |
$6K - $9.84K
|
8.91K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$967 - $1.59K
|
5
$893
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$14.4M - $20.6M
|
100K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
100KNew |
$14.4M - $20.6M
|
100K
$17.9M
|
|