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 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
4.37KNew |
$461K - $670K
|
4.37K
$571K
|
|
Jul 19, 2022
Q2 2022
|
Kempner Capital Management Inc.
|
BUY
|
- |
2.67K+ 24.48% |
$282K - $409K
|
13.6K
$1.78M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
524+ 6.95% |
$55.3K - $80.2K
|
8.06K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
287New |
$30.3K - $44K
|
287
$37.5K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
250New |
$26.4K - $38.3K
|
250
$32.7K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
157+ 448.57% |
$16.6K - $24K
|
192
$25.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
148New |
$15.6K - $22.7K
|
148
$19.3K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
76+ 4.25% |
$8.02K - $11.6K
|
1.87K
$244K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10New |
$1.05K - $1.53K
|
10
$1.31K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 1.0% |
$105 - $153
|
101
$13.2K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 40.11% |
$154K - $196K
|
4.05K
$529K
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
BUY
|
- |
335New |
$44.5K - $56.6K
|
335
$43.8K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$6.64K - $8.44K
|
50
$6.53K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
37New |
$4.92K - $6.25K
|
37
$4.83K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$664 - $844
|
5
$653
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.4KNew |
$2.02M - $2.75M
|
12.4K
$1.62M
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
450+ 10.28% |
$73.1K - $99.7K
|
4.83K
$631K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$13.1K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.63K - $2.22K
|
10
$1.31K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$488 - $665
|
3
$392
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
510KNew |
$77.3M - $99.1M
|
510K
$66.6M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
10KNew |
$1.52M - $1.94M
|
10K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47New |
$7.13K - $9.14K
|
47
$6.14K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
130KNew |
$19.5M - $24.2M
|
130K
$16.9M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.27KNew |
$795K - $986K
|
5.27K
$689K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.1KNew |
$317K - $393K
|
2.1K
$275K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
1.62KNew |
$244K - $302K
|
1.62K
$211K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$1.51K - $1.87K
|
10
$1.31K
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
275New |
$24.7K - $31.1K
|
275
$35.9K
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.06KNew |
$249K - $304K
|
3.06K
$400K
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
1.49KNew |
$121K - $148K
|
1.49K
$195K
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$4.89K - $5.96K
|
60
$7.84K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20KNew |
$752K - $1.73M
|
20K
$2.61M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.94K+ 286.06% |
$110K - $254K
|
3.96K
$518K
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10KNew |
$640K - $740K
|
10K
$1.31M
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
138K+ 137.6% |
$6.86M - $8.15M
|
238K
$31M
|
|
Q4 2018 | |||||||
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
10New |
$455 - $650
|
10
$1.31K
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
24KNew |
$1.36M - $1.75M
|
24K
$3.14M
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.5KNew |
$819K - $1.05M
|
14.5K
$1.89M
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.82K+ 4407.81% |
$139K - $157K
|
2.89K
$377K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.87K - $2.22K
|
41
$5.36K
|
|
Q1 2016 | |||||||
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.15K+ 416.36% |
N/A
|
1.42K
$186K
|