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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
347+ 82.23% |
$54.9K - $75.5K
|
769
$131K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
341+ 30.83% |
$53.9K - $74.2K
|
1.45K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
336New |
$53.1K - $73.2K
|
336
$57.2K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
329+ 182.78% |
$52K - $71.6K
|
509
$86.6K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
327+ 7.99% |
$51.7K - $71.2K
|
4.42K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
326+ 22.22% |
$51.5K - $71K
|
1.79K
$305K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
313+ 6.14% |
$49.5K - $68.1K
|
5.41K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
306+ 11.62% |
$48.4K - $66.6K
|
2.94K
$500K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
298+ 18.17% |
$47.1K - $64.9K
|
1.94K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 655.56% |
$46.6K - $64.2K
|
340
$57.9K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 6.0% |
$45.7K - $62.9K
|
5.11K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
279+ 2.6% |
$44.1K - $60.7K
|
11K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
276+ 23.9% |
$43.6K - $60.1K
|
1.43K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
270New |
$42.7K - $58.8K
|
270
$46K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
265+ 37.06% |
$41.9K - $57.7K
|
980
$167K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
252+ 155.56% |
$39.8K - $54.9K
|
414
$70.5K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
249+ 0.89% |
$39.4K - $54.2K
|
28.2K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 3.28% |
$38.1K - $52.5K
|
7.58K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
229+ 3.55% |
$36.2K - $49.9K
|
6.68K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 11.93% |
$35.7K - $49.2K
|
2.12K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
224New |
$35.4K - $48.8K
|
224
$38.1K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
223+ 7.6% |
$35.3K - $48.5K
|
3.16K
$537K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
219New |
$34.6K - $47.7K
|
219
$37.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
211New |
$33.4K - $45.9K
|
211
$35.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
210+ 11.67% |
$33.2K - $45.7K
|
2.01K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
202+ 0.23% |
$31.9K - $44K
|
89.7K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
201+ 0.86% |
$31.8K - $43.8K
|
23.7K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.39% |
$31.6K - $43.5K
|
52.1K
$8.87M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$31.6K - $43.5K
|
200
$34K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 6.67% |
$31.6K - $43.5K
|
3.2K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 11.57% |
$30.4K - $41.8K
|
1.85K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
192+ 15.69% |
$30.4K - $41.8K
|
1.42K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 7.38% |
$30K - $41.4K
|
2.77K
$471K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
177+ 9.16% |
$28K - $38.5K
|
2.11K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
153New |
$24.2K - $33.3K
|
153
$26K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
150+ 1.81% |
$23.7K - $32.7K
|
8.44K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 36.62% |
$22.9K - $31.6K
|
541
$92.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 12.16% |
$22.6K - $31.1K
|
1.32K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
134+ 45.27% |
$21.2K - $29.2K
|
430
$73.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
128+ 5.61% |
$20.2K - $27.9K
|
2.41K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
125+ 158.23% |
$19.8K - $27.2K
|
204
$34.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
116+ 8.72% |
$18.3K - $25.3K
|
1.45K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 361.29% |
$17.7K - $24.4K
|
143
$24.3K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
109+ 39.64% |
$17.2K - $23.7K
|
384
$65.4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 7.35% |
$16.6K - $22.9K
|
1.53K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
105+ 2.7% |
$16.6K - $22.9K
|
4K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5150.0% |
$16.3K - $22.4K
|
105
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$15.8K - $21.8K
|
100
$17K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.33% |
$15.8K - $21.8K
|
30.3K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
99+ 99.0% |
$15.7K - $21.6K
|
199
$33.9K
|