Purchases and Sales Made in Q1 2024 in Williams Sonoma Inc (WSM)

WSM Quotes by TradingView

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
May 10, 2024 Q1 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
706
New
$137K - $224K
706 $152K
Apr 04, 2024 Q1 2024
Moseley Investment Management Inc

BUY
 -
702
New
$136K - $223K
702 $151K
Aug 08, 2024 Q1 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
681
New
$132K - $216K
681 $146K
May 07, 2024 Q1 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
681
New
$132K - $216K
681 $146K
May 10, 2024 Q1 2024
Seeds Investor LLC

New York, NY
BUY
 -
676
New
$131K - $215K
676 $145K
Apr 23, 2024 Q1 2024
Cigna Investments Inc

Bloomfield, CT
BUY
 -
672
New
$130K - $213K
672 $144K
Apr 04, 2024 Q1 2024
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
670
New
$130K - $213K
670 $144K
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
654
New
$126K - $208K
654 $140K
May 10, 2024 Q1 2024
Baker Avenue Asset Management, LP

BUY
 -
653
New
$126K - $207K
653 $140K
May 14, 2024 Q1 2024
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
650
New
$126K - $206K
650 $139K
Apr 24, 2024 Q1 2024
Berkshire Bank

BUY
 -
644
New
$125K - $204K
644 $138K
May 15, 2024 Q1 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
643
New
$124K - $204K
643 $138K
May 15, 2024 Q1 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
642
New
$124K - $204K
642 $138K
Apr 19, 2024 Q1 2024
Wealthfront Advisers LLC

BUY
 -
641
New
$124K - $204K
641 $138K
May 14, 2024 Q1 2024
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
638
New
$123K - $203K
638 $137K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
633
New
$122K - $201K
633 $136K
May 10, 2024 Q1 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
633
New
$122K - $201K
633 $136K
Apr 22, 2024 Q1 2024
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
632
New
$122K - $201K
632 $136K
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
608
+ 16.43%
$118K - $193K
4.31K $924K
Apr 18, 2024 Q1 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
600
+ 4.16%
$116K - $191K
15K $3.22M
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
585
New
$113K - $186K
585 $126K
May 13, 2024 Q1 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
552
+ 3.99%
$107K - $175K
14.4K $3.09M
Apr 12, 2024 Q1 2024
Fcf Advisors LLC

BUY
 -
525
+ 7.84%
$102K - $167K
7.22K $1.55M
Apr 23, 2024 Q1 2024
Louisiana State Employees Retirement System

BUY
 -
500
+ 2.78%
$96.7K - $159K
18.5K $3.97M
May 13, 2024 Q1 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
493
+ 15.14%
$95.3K - $157K
3.75K $805K
May 14, 2024 Q1 2024
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
482
+ 183.27%
$93.2K - $153K
745 $160K
May 14, 2024 Q1 2024
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
480
+ 1.4%
$92.8K - $152K
34.8K $7.46M
May 13, 2024 Q1 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
462
+ 2.91%
$89.3K - $147K
16.3K $3.51M
May 08, 2024 Q1 2024
Profund Advisors LLC

BUY
 -
455
+ 21.86%
$88K - $144K
2.54K $544K
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
437
+ 1.49%
$84.5K - $139K
29.8K $6.4M
May 09, 2024 Q1 2024
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
436
+ 4.0%
$84.3K - $138K
11.3K $2.43M
May 02, 2024 Q1 2024
Tobam

BUY
 -
436
New
$84.3K - $138K
436 $93.6K
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
431
+ 71.71%
$83.4K - $137K
1.03K $221K
Apr 22, 2024 Q1 2024
Parsons Capital Management Inc

BUY
 -
412
+ 4.73%
$79.7K - $131K
9.12K $1.96M
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
400
New
$77.4K - $127K
400 $85.8K
May 14, 2024 Q1 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
389
+ 9.56%
$75.2K - $124K
4.46K $956K
May 13, 2024 Q1 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
386
+ 374.76%
$74.6K - $123K
489 $105K
Apr 23, 2024 Q1 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
375
+ 6.22%
$72.5K - $119K
6.41K $1.37M
Apr 25, 2024 Q1 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
368
+ 3.99%
$71.2K - $117K
9.59K $2.06M
May 06, 2024 Q1 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
329
+ 18.55%
$63.6K - $104K
2.1K $451K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
306
+ 19.01%
$59.2K - $97.2K
1.92K $411K
Apr 18, 2024 Q1 2024
State Of Michigan Retirement System

BUY
 -
300
+ 1.95%
$58K - $95.3K
15.7K $3.37M
May 14, 2024 Q1 2024
L2 Asset Management, LLC

Wayland, MA
BUY
 -
298
+ 10.38%
$57.6K - $94.6K
3.17K $680K
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
270
+ 10.05%
$52.2K - $85.7K
2.96K $634K
Apr 23, 2024 Q1 2024
Fifth Third Bancorp

BUY
 -
267
+ 47.59%
$51.6K - $84.8K
828 $178K
Apr 11, 2024 Q1 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
262
+ 11.71%
$50.7K - $83.2K
2.5K $536K
Apr 24, 2024 Q1 2024
Wespac Advisors, LLC

BUY
 -
256
+ 9.36%
$49.5K - $81.3K
2.99K $642K
May 01, 2024 Q1 2024
Centric Wealth Management

BUY
 -
229
+ 1.77%
$44.3K - $72.7K
13.2K $2.83M
Apr 30, 2024 Q1 2024
Retirement Systems Of Alabama

BUY
 -
211
+ 0.17%
$40.8K - $67K
127K $27.2M

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