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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-22- 0.16% |
$2.51K - $3.16K
|
14.1K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-25- 1.28% |
$2.85K - $3.59K
|
1.93K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25- 1.28% |
$2.85K - $3.59K
|
1.93K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-26- 0.03% |
$2.97K - $3.73K
|
80.8K
$15.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 4.97% |
$3.31K - $4.16K
|
554
$104K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-29- 0.1% |
$3.31K - $4.16K
|
30K
$5.63M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-31- 6.77% |
$3.54K - $4.45K
|
427
$80.1K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 1.45% |
$3.88K - $4.88K
|
2.32K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-35- 0.35% |
$3.99K - $5.02K
|
9.84K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-35- 71.43% |
$3.99K - $5.02K
|
14
$2.63K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36- 1.24% |
$4.11K - $5.17K
|
2.86K
$537K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-39- 8.46% |
$4.45K - $5.6K
|
422
$79.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.89% |
$4.56K - $5.74K
|
4.46K
$836K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-41- 0.77% |
$4.68K - $5.89K
|
5.26K
$987K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-41- 22.91% |
$4.68K - $5.89K
|
138
$25.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 7.28% |
$4.68K - $5.89K
|
522
$97.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-51- 2.44% |
$5.82K - $7.32K
|
2.04K
$383K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-55- 1.14% |
$6.28K - $7.9K
|
4.76K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62- 0.16% |
$7.07K - $8.9K
|
39.5K
$7.41M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-63- 98.44% |
$7.19K - $9.04K
|
1
$188
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 3.25% |
$7.42K - $9.33K
|
1.94K
$363K
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.31% |
$7.42K - $9.33K
|
21.2K
$3.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-83- 1.76% |
$9.47K - $11.9K
|
4.62K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-89- 4.59% |
$10.2K - $12.8K
|
1.85K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-90- 1.17% |
$10.3K - $12.9K
|
7.58K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-96- 2.1% |
$11K - $13.8K
|
4.47K
$839K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-97- 65.54% |
$11.1K - $13.9K
|
51
$9.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$11.4K - $14.4K
|
100
$18.8K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-100- 0.05% |
$11.4K - $14.4K
|
188K
$35.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.63% |
$11.4K - $14.4K
|
6.03K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 12.77% |
$12.7K - $15.9K
|
758
$142K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-114- 0.76% |
$13K - $16.4K
|
14.9K
$2.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-117- 35.67% |
$13.4K - $16.8K
|
211
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-119- 2.21% |
$13.6K - $17.1K
|
5.26K
$987K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-131- 36.59% |
$14.9K - $18.8K
|
227
$42.6K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-132- 1.22% |
$15.1K - $18.9K
|
10.7K
$2.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-141- 0.96% |
$16.1K - $20.2K
|
14.6K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153- 7.79% |
$17.5K - $22K
|
1.81K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-154- 72.64% |
$17.6K - $22.1K
|
58
$10.9K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-160- 7.13% |
$18.3K - $23K
|
2.08K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-162- 88.04% |
$18.5K - $23.3K
|
22
$4.13K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-190- 1.78% |
$21.7K - $27.3K
|
10.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-197- 4.03% |
$22.5K - $28.3K
|
4.69K
$880K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.12% |
$22.8K - $28.7K
|
17.7K
$3.32M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.18% |
$22.8K - $28.7K
|
16.8K
$3.16M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-207- 2.22% |
$23.6K - $29.7K
|
9.13K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 1.73% |
$25.8K - $32.4K
|
12.9K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-227- 1.62% |
$25.9K - $32.6K
|
13.8K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-249- 5.01% |
$28.4K - $35.7K
|
4.72K
$886K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-254- 14.31% |
$29K - $36.5K
|
1.52K
$285K
|