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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$8.04K - $9.75K
|
72
$11.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50New |
$5.59K - $6.77K
|
50
$7.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$4.36K - $5.28K
|
39
$6.16K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
24New |
$2.68K - $3.25K
|
24
$3.79K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$1.45K - $1.76K
|
13
$2.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 100.0% |
$1.23K - $1.49K
|
22
$3.47K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$1.12K - $1.35K
|
10
$1.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5New |
$559 - $677
|
5
$789
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$559 - $677
|
5
$789
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$335 - $406
|
3
$474
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$223 - $271
|
301
$47.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 100.0% |
$223 - $271
|
4
$631
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
108K+ 105.29% |
$12.1M - $18.2M
|
210K
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
93KNew |
$10.5M - $15.7M
|
93K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Simcoe Capital Management, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$5.91M - $8.85M
|
52.4K
$8.28M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
37.5KNew |
$4.23M - $6.33M
|
37.5K
$5.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
33.8KNew |
$3.81M - $5.71M
|
33.8K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Grotto Capital, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$3.38M - $5.07M
|
30K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
30KNew |
$3.38M - $5.07M
|
30K
$4.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
28.5K+ 11.19% |
$3.21M - $4.81M
|
283K
$44.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
21.7K+ 1205.56% |
$2.45M - $3.66M
|
23.5K
$3.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
3.52KNew |
$397K - $595K
|
3.52K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$237K - $355K
|
2.1K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.09KNew |
$236K - $354K
|
2.09K
$331K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.08K+ 27.97% |
$235K - $352K
|
9.53K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 10.91% |
$197K - $294K
|
17.7K
$2.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.64K+ 78.64% |
$184K - $276K
|
3.71K
$586K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.05KNew |
$119K - $178K
|
1.05K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
695New |
$78.4K - $117K
|
695
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
205New |
$23.1K - $34.6K
|
205
$32.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$22.6K - $33.8K
|
200
$31.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
147+ 33.79% |
$16.6K - $24.8K
|
582
$91.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
60+ 2.84% |
$6.77K - $10.1K
|
2.17K
$343K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53+ 1325.0% |
$5.98K - $8.95K
|
57
$9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$5.64K - $8.44K
|
50
$7.89K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$3.5K - $5.23K
|
31
$4.89K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
315KNew |
$33.2M - $48.3M
|
315K
$49.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
58K+ 817.21% |
$6.12M - $8.89M
|
65.1K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
12.5KNew |
$1.32M - $1.91M
|
12.5K
$1.97M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
9.5KNew |
$1M - $1.45M
|
9.5K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Triatomic Management LP
New York, NY |
BUY
|
- |
8KNew |
$844K - $1.23M
|
8K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5.5KNew |
$580K - $842K
|
5.5K
$868K
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
4.37KNew |
$461K - $670K
|
4.37K
$690K
|
|
|
Jul 19, 2022
Q2 2022
|
Kempner Capital Management Inc.
|
BUY
|
- |
2.67K+ 24.48% |
$282K - $409K
|
13.6K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
524+ 6.95% |
$55.3K - $80.2K
|
8.06K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
287New |
$30.3K - $44K
|
287
$45.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
250New |
$26.4K - $38.3K
|
250
$39.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
157+ 448.57% |
$16.6K - $24K
|
192
$30.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
148New |
$15.6K - $22.7K
|
148
$23.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
76+ 4.25% |
$8.02K - $11.6K
|
1.87K
$294K
|
|