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 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$10.1K - $16.5K
|
52
$8.85K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 4.88% |
$9.48K - $15.6K
|
1.05K
$179K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
49+ 2.03% |
$9.48K - $15.6K
|
2.46K
$419K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
48New |
$9.28K - $15.2K
|
48
$8.17K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47+ 0.08% |
$9.09K - $14.9K
|
61.9K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
45+ 346.15% |
$8.7K - $14.3K
|
58
$9.87K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 3.47% |
$8.51K - $14K
|
1.31K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42New |
$8.12K - $13.3K
|
42
$7.15K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 139.29% |
$7.54K - $12.4K
|
67
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38+ 11.8% |
$7.35K - $12.1K
|
360
$61.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.27% |
$7.35K - $12.1K
|
14.3K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 2.79% |
$7.16K - $11.7K
|
1.36K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
36+ 0.4% |
$6.96K - $11.4K
|
8.97K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
35+ 0.25% |
$6.77K - $11.1K
|
14.2K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34New |
$6.58K - $10.8K
|
34
$5.79K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33New |
$6.38K - $10.5K
|
33
$5.62K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.35% |
$6K - $9.84K
|
8.91K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31+ 88.57% |
$6K - $9.84K
|
66
$11.2K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
30+ 0.43% |
$5.8K - $9.53K
|
6.96K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 71.43% |
$4.83K - $7.94K
|
60
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24+ 0.57% |
$4.64K - $7.62K
|
4.25K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23+ 0.92% |
$4.45K - $7.3K
|
2.51K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 0.79% |
$4.06K - $6.67K
|
2.66K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19+ 0.0% |
$3.67K - $6.03K
|
785K
$134M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17+ 44.74% |
$3.29K - $5.4K
|
55
$9.36K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16New |
$3.09K - $5.08K
|
16
$2.72K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 1.37% |
$3.09K - $5.08K
|
1.19K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16+ 533.33% |
$3.09K - $5.08K
|
19
$3.23K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
16New |
$3.09K - $5.08K
|
16
$2.72K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15New |
$2.9K - $4.76K
|
15
$2.55K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 4.58% |
$2.51K - $4.13K
|
297
$50.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
13+ 0.65% |
$2.51K - $4.13K
|
2.01K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10+ 0.35% |
$1.93K - $3.18K
|
2.85K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9New |
$1.74K - $2.86K
|
9
$1.53K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 61.54% |
$1.55K - $2.54K
|
21
$3.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8+ 0.59% |
$1.55K - $2.54K
|
1.37K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
8+ 0.15% |
$1.55K - $2.54K
|
5.35K
$911K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.57% |
$1.35K - $2.22K
|
1.23K
$209K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.45% |
$967 - $1.59K
|
1.13K
$191K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$967 - $1.59K
|
5
$851
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.16% |
$967 - $1.59K
|
236
$40.2K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$967 - $1.59K
|
5
$851
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.13% |
$774 - $1.27K
|
3.09K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4+ 0.29% |
$774 - $1.27K
|
1.36K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.2% |
$774 - $1.27K
|
2.04K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4+ 0.1% |
$774 - $1.27K
|
4.04K
$688K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.37% |
$774 - $1.27K
|
1.07K
$183K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$774 - $1.27K
|
4
$681
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 60.0% |
$580 - $953
|
8
$1.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$580 - $953
|
3
$511
|