Purchases and Sales Made in Q1 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2022. The information is specifically focused on institutions that hold shares of WILLIAMS SONOMA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
145+ 0.59% |
$19.3K - $24.5K
|
24.8K
$4.31M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
122+ 3.32% |
$16.2K - $20.6K
|
3.79K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
113+ 4.3% |
$15K - $19.1K
|
2.74K
$477K
|
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
109+ 1.56% |
$14.5K - $18.4K
|
7.09K
$1.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
105+ 154.41% |
$14K - $17.7K
|
173
$30.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
103+ 3.78% |
$13.7K - $17.4K
|
2.83K
$492K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
103+ 0.26% |
$13.7K - $17.4K
|
40.3K
$7.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
101New |
$13.4K - $17.1K
|
101
$17.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
BUY
|
- |
100New |
$13.3K - $16.9K
|
100
$17.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
100New |
$13.3K - $16.9K
|
100
$17.4K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
100New |
$13.3K - $16.9K
|
100
$17.4K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
97+ 1.79% |
$12.9K - $16.4K
|
5.51K
$958K
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
93+ 2.43% |
$12.4K - $15.7K
|
3.92K
$682K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
85+ 42.5% |
$11.3K - $14.4K
|
285
$49.6K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 3.97% |
$9.97K - $12.7K
|
1.96K
$342K
|
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
67+ 1.07% |
$8.9K - $11.3K
|
6.34K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52+ 1.9% |
$6.91K - $8.78K
|
2.8K
$486K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$6.64K - $8.44K
|
50
$8.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
45+ 0.53% |
$5.98K - $7.6K
|
8.56K
$1.49M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44+ 1.67% |
$5.85K - $7.43K
|
2.68K
$467K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
40+ 2.15% |
$5.31K - $6.75K
|
1.9K
$331K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
40+ 2.53% |
$5.31K - $6.75K
|
1.62K
$282K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
37New |
$4.92K - $6.25K
|
37
$6.44K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
37New |
$4.92K - $6.25K
|
37
$6.44K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37New |
$4.92K - $6.25K
|
37
$6.44K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$4.65K - $5.91K
|
35
$6.09K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 7.07% |
$4.38K - $5.57K
|
500
$87K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
33+ 0.72% |
$4.38K - $5.57K
|
4.62K
$804K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
28+ 9.79% |
$3.72K - $4.73K
|
314
$54.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27New |
$3.59K - $4.56K
|
27
$4.7K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
25New |
$3.32K - $4.22K
|
25
$4.35K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 15.82% |
$3.32K - $4.22K
|
183
$31.8K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
25+ 1.32% |
$3.32K - $4.22K
|
1.93K
$335K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 575.0% |
$3.06K - $3.88K
|
27
$4.7K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 125.0% |
$2.66K - $3.38K
|
36
$6.26K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$2.66K - $3.38K
|
20
$3.48K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
$2.66K - $3.38K
|
20
$3.48K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 10.53% |
$2.66K - $3.38K
|
210
$36.5K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.76% |
$2.52K - $3.21K
|
2.51K
$437K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 13.57% |
$2.52K - $3.21K
|
159
$27.7K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
18+ 1.02% |
$2.39K - $3.04K
|
1.78K
$309K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
17+ 0.21% |
$2.26K - $2.87K
|
8.09K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.53% |
$2.13K - $2.7K
|
3.03K
$526K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 1.01% |
$1.99K - $2.53K
|
1.5K
$261K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$1.73K - $2.2K
|
13
$2.26K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.24% |
$1.73K - $2.2K
|
5.33K
$927K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 81.25% |
$1.73K - $2.2K
|
29
$5.05K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 1.42% |
$1.59K - $2.03K
|
860
$150K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 275.0% |
$1.46K - $1.86K
|
15
$2.61K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
$1.33K - $1.69K
|
10
$1.74K
|