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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
192+ 15.69% |
$30.4K - $41.8K
|
1.42K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 7.38% |
$30K - $41.4K
|
2.77K
$436K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
177+ 9.16% |
$28K - $38.5K
|
2.11K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
161+ 3.48% |
$25.5K - $35.1K
|
4.79K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
154+ 9.79% |
$24.3K - $33.5K
|
1.73K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
153New |
$24.2K - $33.3K
|
153
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
150+ 1.81% |
$23.7K - $32.7K
|
8.44K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 36.62% |
$22.9K - $31.6K
|
541
$85.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 12.16% |
$22.6K - $31.1K
|
1.32K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
134+ 45.27% |
$21.2K - $29.2K
|
430
$67.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
128+ 5.61% |
$20.2K - $27.9K
|
2.41K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
125+ 158.23% |
$19.8K - $27.2K
|
204
$32.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
116+ 8.72% |
$18.3K - $25.3K
|
1.45K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 361.29% |
$17.7K - $24.4K
|
143
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
109+ 39.64% |
$17.2K - $23.7K
|
384
$60.6K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 7.35% |
$16.6K - $22.9K
|
1.53K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
105+ 2.7% |
$16.6K - $22.9K
|
4K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5150.0% |
$16.3K - $22.4K
|
105
$16.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 25.18% |
$16.3K - $22.4K
|
512
$80.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$15.8K - $21.8K
|
100
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.33% |
$15.8K - $21.8K
|
30.3K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
99+ 99.0% |
$15.7K - $21.6K
|
199
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
98New |
$15.5K - $21.3K
|
98
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 4.98% |
$15.2K - $20.9K
|
2.02K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93+ 3.54% |
$14.7K - $20.2K
|
2.72K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$14.7K - $20.2K
|
93
$14.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 1.98% |
$14.4K - $19.8K
|
4.69K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 2.63% |
$12.8K - $17.6K
|
3.16K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
78New |
$12.3K - $17K
|
78
$12.3K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
76+ 4.91% |
$12K - $16.5K
|
1.62K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
73+ 27.04% |
$11.5K - $15.9K
|
343
$54.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
71+ 5.1% |
$11.2K - $15.5K
|
1.46K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
69+ 1.46% |
$10.9K - $15K
|
4.79K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
67+ 12.98% |
$10.6K - $14.6K
|
583
$92K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 5.52% |
$10.6K - $14.6K
|
1.28K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 15.31% |
$10.1K - $13.9K
|
482
$76.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 7.61% |
$10.1K - $13.9K
|
905
$143K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 2.18% |
$9.96K - $13.7K
|
2.96K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.4% |
$9.8K - $13.5K
|
4.48K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
59+ 0.8% |
$9.33K - $12.8K
|
7.43K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 2.91% |
$9.01K - $12.4K
|
2.01K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
55+ 2.98% |
$8.7K - $12K
|
1.9K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 2.02% |
$8.54K - $11.8K
|
2.73K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
52+ 0.28% |
$8.22K - $11.3K
|
18.4K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
51+ 3.6% |
$8.06K - $11.1K
|
1.47K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
50+ 0.12% |
$7.91K - $10.9K
|
41.3K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
48New |
$7.59K - $10.5K
|
48
$7.58K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44New |
$6.96K - $9.58K
|
44
$6.95K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 2.26% |
$6.32K - $8.71K
|
1.81K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
40+ 2.25% |
$6.32K - $8.71K
|
1.82K
$287K
|