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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
193+ 8.97% |
$37.3K - $61.3K
|
2.34K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
192+ 10.11% |
$37.1K - $61K
|
2.09K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$36.9K - $60.6K
|
191
$33.2K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
187+ 2.64% |
$36.2K - $59.4K
|
7.26K
$1.26M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
185+ 18.86% |
$35.8K - $58.7K
|
1.17K
$203K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
168New |
$32.5K - $53.3K
|
168
$29.2K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
164+ 1.02% |
$31.7K - $52.1K
|
16.2K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
162+ 5.42% |
$31.3K - $51.4K
|
3.15K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
161+ 575.0% |
$31.1K - $51.1K
|
189
$32.9K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
142New |
$27.5K - $45.1K
|
142
$24.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
138+ 1.15% |
$26.7K - $43.8K
|
12.2K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
135+ 1.13% |
$26.1K - $42.9K
|
12.1K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129+ 5.39% |
$24.9K - $41K
|
2.52K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
123+ 1.85% |
$23.8K - $39.1K
|
6.77K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
119+ 2.23% |
$23K - $37.8K
|
5.46K
$951K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
110+ 3.94% |
$21.3K - $34.9K
|
2.9K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
109+ 109.0% |
$21.1K - $34.6K
|
209
$36.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
105New |
$20.3K - $33.3K
|
105
$18.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100+ 0.38% |
$19.3K - $31.8K
|
26.7K
$4.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$19.3K - $31.8K
|
100
$17.4K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 0.83% |
$19.3K - $31.8K
|
12.2K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99+ 6.9% |
$19.1K - $31.4K
|
1.53K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
98+ 9.48% |
$19K - $31.1K
|
1.13K
$197K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 4.03% |
$18.4K - $30.2K
|
2.45K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
89+ 269.7% |
$17.2K - $28.3K
|
122
$21.2K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
89+ 5.63% |
$17.2K - $28.3K
|
1.67K
$290K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
88+ 2.4% |
$17K - $27.9K
|
3.75K
$653K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
85+ 49.42% |
$16.4K - $27K
|
257
$44.7K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78+ 520.0% |
$15.1K - $24.8K
|
93
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
76+ 6.12% |
$14.7K - $24.1K
|
1.32K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
76+ 6.11% |
$14.7K - $24.1K
|
1.32K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76+ 1.62% |
$14.7K - $24.1K
|
4.77K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 9.56% |
$13.9K - $22.9K
|
825
$144K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
71+ 12.61% |
$13.7K - $22.5K
|
634
$110K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71+ 6.29% |
$13.7K - $22.5K
|
1.2K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 87.34% |
$13.3K - $21.9K
|
148
$25.8K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
66New |
$12.8K - $21K
|
66
$11.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
60New |
$11.6K - $19.1K
|
60
$10.4K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
59+ 19.73% |
$11.4K - $18.7K
|
358
$62.3K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
59+ 4.21% |
$11.4K - $18.7K
|
1.46K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
56+ 0.47% |
$10.8K - $17.8K
|
12K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
54+ 1.41% |
$10.4K - $17.1K
|
3.87K
$674K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
54+ 9.59% |
$10.4K - $17.1K
|
617
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54+ 3.03% |
$10.4K - $17.1K
|
1.84K
$320K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53+ 0.75% |
$10.2K - $16.8K
|
7.15K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$10.1K - $16.5K
|
52
$9.05K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
49+ 2.03% |
$9.48K - $15.6K
|
2.46K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 4.88% |
$9.48K - $15.6K
|
1.05K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
48New |
$9.28K - $15.2K
|
48
$8.35K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47+ 0.08% |
$9.09K - $14.9K
|
61.9K
$10.8M
|