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 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21+ 190.91% |
$2.4K - $3.01K
|
32
$6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 10.19% |
$2.4K - $3.01K
|
227
$42.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
19+ 0.47% |
$2.17K - $2.73K
|
4.06K
$762K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.62% |
$2.17K - $2.73K
|
3.1K
$582K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 115.38% |
$1.71K - $2.15K
|
28
$5.25K
|
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
14+ 0.66% |
$1.6K - $2.01K
|
2.13K
$399K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.6K - $2.01K
|
14
$2.63K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 16.88% |
$1.48K - $1.87K
|
90
$16.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 52.38% |
$1.26K - $1.58K
|
32
$6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
10New |
$1.14K - $1.44K
|
10
$1.88K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 33.33% |
$1.03K - $1.29K
|
36
$6.75K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.5% |
$913 - $1.15K
|
1.62K
$305K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 2.12% |
$913 - $1.15K
|
385
$72.2K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7+ 30.43% |
$799 - $1K
|
30
$5.63K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.62% |
$799 - $1K
|
1.14K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.63% |
$571 - $718
|
798
$150K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$571 - $718
|
5
$938
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 2.72% |
$456 - $574
|
151
$28.3K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 400.0% |
$456 - $574
|
5
$938
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$456 - $574
|
4
$751
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$456 - $574
|
4
$751
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 8.11% |
$342 - $431
|
40
$7.51K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.09% |
$342 - $431
|
3.4K
$637K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2+ 0.1% |
$228 - $287
|
2.09K
$393K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$228 - $287
|
7.76K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.88% |
$114 - $144
|
115
$21.6K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$114 - $144
|
2
$375
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$114 - $144
|
1
$188
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.86% |
$114 - $144
|
36
$6.75K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$114 - $144
|
1
$188
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 50.0% |
$342 - $431
|
3
$563
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 17.65% |
$342 - $431
|
14
$2.63K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$456 - $574
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 41.67% |
$571 - $718
|
7
$1.31K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 50.0% |
$685 - $861
|
6
$1.13K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7- 0.32% |
$799 - $1K
|
2.17K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.06% |
$913 - $1.15K
|
747
$140K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 7.2% |
$1.03K - $1.29K
|
116
$21.8K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-10Closed |
$1.14K - $1.44K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.38% |
$1.14K - $1.44K
|
2.65K
$498K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.21% |
$1.26K - $1.58K
|
5.35K
$1M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 10.71% |
$1.37K - $1.72K
|
100
$18.8K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-12- 0.61% |
$1.37K - $1.72K
|
1.97K
$369K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.7% |
$1.71K - $2.15K
|
2.12K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.48% |
$1.83K - $2.3K
|
3.32K
$622K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-17- 0.82% |
$1.94K - $2.44K
|
2.06K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 2.93% |
$1.94K - $2.44K
|
564
$106K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 26.09% |
$2.05K - $2.58K
|
51
$9.57K
|