Purchases and Sales Made in Q1 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2024. 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 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-78- 7.69% |
$15.1K - $24.8K
|
936
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-79- 63.2% |
$15.3K - $25.1K
|
46
$8K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-88- 7.33% |
$17K - $27.9K
|
1.11K
$194K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-92- 4.35% |
$17.8K - $29.2K
|
2.02K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-100- 4.0% |
$19.3K - $31.8K
|
2.4K
$418K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-103- 6.39% |
$19.9K - $32.7K
|
1.51K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-103- 59.2% |
$19.9K - $32.7K
|
71
$12.4K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-105- 1.83% |
$20.3K - $33.3K
|
5.63K
$979K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-108- 10.48% |
$20.9K - $34.3K
|
923
$161K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-110- 8.09% |
$21.3K - $34.9K
|
1.25K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-111- 0.33% |
$21.5K - $35.2K
|
34K
$5.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-113- 19.82% |
$21.9K - $35.9K
|
457
$79.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-113- 9.96% |
$21.9K - $35.9K
|
1.02K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-114- 5.93% |
$22K - $36.2K
|
1.81K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-117- 1.13% |
$22.6K - $37.2K
|
10.2K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-118- 2.17% |
$22.8K - $37.5K
|
5.32K
$926K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 11.14% |
$24.6K - $40.3K
|
1.01K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-131- 9.96% |
$25.3K - $41.6K
|
1.18K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 14.82% |
$26.1K - $42.9K
|
776
$135K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-137- 40.06% |
$26.5K - $43.5K
|
205
$35.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-142- 2.69% |
$27.5K - $45.1K
|
5.13K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-145- 10.73% |
$28K - $46K
|
1.21K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-148- 1.33% |
$28.6K - $47K
|
11K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-149- 1.6% |
$28.8K - $47.3K
|
9.19K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-150- 4.2% |
$29K - $47.6K
|
3.43K
$596K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-152- 17.45% |
$29.4K - $48.3K
|
719
$125K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-154- 5.61% |
$29.8K - $48.9K
|
2.59K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-155- 5.48% |
$30K - $49.2K
|
2.67K
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 32.77% |
$30K - $49.2K
|
318
$55.3K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-158- 7.58% |
$30.6K - $50.2K
|
1.93K
$335K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 1.06% |
$30.9K - $50.8K
|
14.9K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-161- 14.6% |
$31.1K - $51.1K
|
942
$164K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-167- 8.1% |
$32.3K - $53K
|
1.89K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 2.12% |
$34.8K - $57.2K
|
8.33K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-195- 67.47% |
$37.7K - $61.9K
|
94
$16.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-197- 48.28% |
$38.1K - $62.6K
|
211
$36.7K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-200- 0.91% |
$38.7K - $63.5K
|
21.8K
$3.79M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.31% |
$38.7K - $63.5K
|
15K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-202- 6.73% |
$39.1K - $64.1K
|
2.8K
$487K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-205- 7.57% |
$39.6K - $65.1K
|
2.5K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-221- 3.05% |
$42.7K - $70.2K
|
7.03K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-222- 1.5% |
$42.9K - $70.5K
|
14.6K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-245- 9.13% |
$47.4K - $77.8K
|
2.44K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 50.0% |
$48.3K - $79.4K
|
250
$43.5K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-251- 15.08% |
$48.5K - $79.7K
|
1.41K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-255- 14.53% |
$49.3K - $81K
|
1.5K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257- 10.23% |
$49.7K - $81.6K
|
2.26K
$393K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-274- 1.61% |
$53K - $87K
|
16.8K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 4.26% |
$53.2K - $87.3K
|
6.17K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-281- 18.0% |
$54.3K - $89.2K
|
1.28K
$223K
|