Purchases and Sales Made in Q1 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2023. 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 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
1.28K+ 0.9% |
$147K - $184K
|
144K
$27M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.27K+ 66.32% |
$145K - $182K
|
3.19K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.13KNew |
$129K - $162K
|
1.13K
$212K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 10.0% |
$126K - $158K
|
12.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.01K+ 0.51% |
$115K - $145K
|
199K
$37.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
993+ 8.37% |
$113K - $143K
|
12.9K
$2.41M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
981+ 17.96% |
$112K - $141K
|
6.44K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
941+ 35.2% |
$107K - $135K
|
3.61K
$678K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
935+ 5.41% |
$107K - $134K
|
18.2K
$3.42M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
856+ 2.17% |
$97.7K - $123K
|
40.3K
$7.57M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
838+ 5.31% |
$95.6K - $120K
|
16.6K
$3.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
792+ 10.13% |
$90.4K - $114K
|
8.61K
$1.62M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
790+ 20.08% |
$90.1K - $113K
|
4.72K
$886K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
778New |
$88.8K - $112K
|
778
$146K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
736+ 41.19% |
$84K - $106K
|
2.52K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
677+ 1.75% |
$77.3K - $97.2K
|
39.3K
$7.38M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
659+ 35.26% |
$75.2K - $94.6K
|
2.53K
$474K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
654+ 10.11% |
$74.6K - $93.9K
|
7.12K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
615+ 20.67% |
$70.2K - $88.3K
|
3.59K
$674K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
596+ 7.01% |
$68K - $85.6K
|
9.1K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
582+ 174.77% |
$66.4K - $83.6K
|
915
$172K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
575+ 2.33% |
$65.6K - $82.5K
|
25.2K
$4.73M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
566+ 3.55% |
$64.6K - $81.3K
|
16.5K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
556+ 7.35% |
$63.4K - $79.8K
|
8.12K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
547+ 3.94% |
$62.4K - $78.5K
|
14.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
505+ 8.57% |
$57.6K - $72.5K
|
6.4K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
487+ 3.29% |
$55.6K - $69.9K
|
15.3K
$2.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
485+ 5.51% |
$55.3K - $69.6K
|
9.29K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
445+ 0.46% |
$50.8K - $63.9K
|
97.9K
$18.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
439+ 4.57% |
$50.1K - $63K
|
10.1K
$1.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
434New |
$49.5K - $62.3K
|
434
$81.4K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
430+ 2.48% |
$49.1K - $61.7K
|
17.8K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
423+ 23.0% |
$48.3K - $60.7K
|
2.26K
$424K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
423+ 7.0% |
$48.3K - $60.7K
|
6.47K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
420+ 15.04% |
$47.9K - $60.3K
|
3.21K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
417+ 19.01% |
$47.6K - $59.9K
|
2.61K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
403+ 64.07% |
$46K - $57.9K
|
1.03K
$194K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
378New |
$43.1K - $54.3K
|
378
$70.9K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
376+ 6.2% |
$42.9K - $54K
|
6.44K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
362+ 1.91% |
$41.3K - $52K
|
19.3K
$3.62M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
341+ 0.72% |
$38.9K - $49K
|
47.5K
$8.91M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
335+ 7.09% |
$38.2K - $48.1K
|
5.06K
$949K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 62.43% |
$38.1K - $47.9K
|
869
$163K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
325+ 4.93% |
$37.1K - $46.7K
|
6.92K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
321+ 12.49% |
$36.6K - $46.1K
|
2.89K
$543K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
311New |
$35.5K - $44.6K
|
311
$58.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
305+ 535.09% |
$34.8K - $43.8K
|
362
$67.9K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
299+ 0.3% |
$34.1K - $42.9K
|
101K
$19M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
291+ 70.98% |
$33.2K - $41.8K
|
701
$132K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
282+ 1.17% |
$32.2K - $40.5K
|
24.4K
$4.57M
|