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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
98New |
$15.5K - $21.3K
|
98
$16.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 4.98% |
$15.2K - $20.9K
|
2.02K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93+ 3.54% |
$14.7K - $20.2K
|
2.72K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$14.7K - $20.2K
|
93
$15.8K
|
|
|
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
$538K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
78New |
$12.3K - $17K
|
78
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
76+ 4.91% |
$12K - $16.5K
|
1.62K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
73+ 27.04% |
$11.5K - $15.9K
|
343
$58.4K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
67+ 12.98% |
$10.6K - $14.6K
|
583
$99.2K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 5.52% |
$10.6K - $14.6K
|
1.28K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 15.31% |
$10.1K - $13.9K
|
482
$82K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.4% |
$9.8K - $13.5K
|
4.48K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
59+ 0.8% |
$9.33K - $12.8K
|
7.43K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 2.91% |
$9.01K - $12.4K
|
2.01K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
55+ 2.98% |
$8.7K - $12K
|
1.9K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 2.02% |
$8.54K - $11.8K
|
2.73K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
51+ 3.6% |
$8.06K - $11.1K
|
1.47K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
50+ 0.12% |
$7.91K - $10.9K
|
41.3K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
48New |
$7.59K - $10.5K
|
48
$8.17K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44New |
$6.96K - $9.58K
|
44
$7.49K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 2.26% |
$6.32K - $8.71K
|
1.81K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
40+ 2.25% |
$6.32K - $8.71K
|
1.82K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
39+ 2.21% |
$6.17K - $8.49K
|
1.8K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
38+ 2.7% |
$6.01K - $8.27K
|
1.44K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 1.47% |
$5.69K - $7.84K
|
2.48K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
34+ 0.96% |
$5.38K - $7.4K
|
3.57K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
33+ 1.22% |
$5.22K - $7.18K
|
2.75K
$468K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
32+ 0.79% |
$5.06K - $6.97K
|
4.1K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1600.0% |
$5.06K - $6.97K
|
34
$5.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 0.92% |
$5.06K - $6.97K
|
3.51K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
29New |
$4.58K - $6.31K
|
29
$4.94K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
28+ 350.0% |
$4.43K - $6.1K
|
36
$6.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
27+ 0.81% |
$4.27K - $5.88K
|
3.38K
$575K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
27+ 2.02% |
$4.27K - $5.88K
|
1.36K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 1.0% |
$3.95K - $5.44K
|
2.53K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 6.76% |
$3.95K - $5.44K
|
395
$67.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 1.08% |
$3.64K - $5.01K
|
2.15K
$365K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20+ 0.24% |
$3.16K - $4.35K
|
8.28K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
20+ 0.44% |
$3.16K - $4.35K
|
4.57K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1800.0% |
$2.85K - $3.92K
|
19
$3.23K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
17New |
$2.69K - $3.7K
|
17
$2.89K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
16+ 0.59% |
$2.53K - $3.48K
|
2.72K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 26.92% |
$2.21K - $3.05K
|
66
$11.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$2.04K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$2.04K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$1.74K - $2.39K
|
11
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7+ 350.0% |
$1.11K - $1.52K
|
9
$1.53K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
7+ 0.03% |
$1.11K - $1.52K
|
21.6K
$3.68M
|