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 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 16.0% |
$6.32K - $8.71K
|
290
$45.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 76.92% |
$6.32K - $8.71K
|
92
$14.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
39+ 2.21% |
$6.17K - $8.49K
|
1.8K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
38+ 2.7% |
$6.01K - $8.27K
|
1.44K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 1.47% |
$5.69K - $7.84K
|
2.48K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
34+ 0.96% |
$5.38K - $7.4K
|
3.57K
$564K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
34+ 0.27% |
$5.38K - $7.4K
|
12.6K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
33+ 1.22% |
$5.22K - $7.18K
|
2.75K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1600.0% |
$5.06K - $6.97K
|
34
$5.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 0.92% |
$5.06K - $6.97K
|
3.51K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
29New |
$4.58K - $6.31K
|
29
$4.58K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
28+ 350.0% |
$4.43K - $6.1K
|
36
$5.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27New |
$4.27K - $5.88K
|
27
$4.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
27+ 0.81% |
$4.27K - $5.88K
|
3.38K
$533K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
27+ 2.02% |
$4.27K - $5.88K
|
1.36K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 1.0% |
$3.95K - $5.44K
|
2.53K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 6.76% |
$3.95K - $5.44K
|
395
$62.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 1.08% |
$3.64K - $5.01K
|
2.15K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
22+ 1.71% |
$3.48K - $4.79K
|
1.31K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.16K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
20+ 0.44% |
$3.16K - $4.35K
|
4.57K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.16K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.29% |
$2.85K - $3.92K
|
6.26K
$988K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1800.0% |
$2.85K - $3.92K
|
19
$3K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
16+ 0.59% |
$2.53K - $3.48K
|
2.72K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 26.92% |
$2.21K - $3.05K
|
66
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$1.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$1.74K - $2.39K
|
11
$1.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 14.1% |
$1.74K - $2.39K
|
89
$14K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9+ 0.15% |
$1.42K - $1.96K
|
6.01K
$949K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$1.26K - $1.74K
|
8
$1.26K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7+ 350.0% |
$1.11K - $1.52K
|
9
$1.42K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
7+ 0.03% |
$1.11K - $1.52K
|
21.6K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.21% |
$1.11K - $1.52K
|
3.28K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.11K - $1.52K
|
2.79K
$440K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$1.11K - $1.52K
|
12
$1.89K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 7.32% |
$949 - $1.31K
|
88
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.26% |
$791 - $1.09K
|
1.95K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 0.25% |
$791 - $1.09K
|
2.01K
$318K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$632 - $871
|
4
$631
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$632 - $871
|
4
$631
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$632 - $871
|
4
$631
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$632 - $871
|
4
$631
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$632 - $871
|
6
$947
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$474 - $653
|
3
$474
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.91% |
$474 - $653
|
106
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.25% |
$316 - $435
|
802
$127K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$316 - $435
|
2
$316
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 2.6% |
$316 - $435
|
79
$12.5K
|