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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 3.03% |
$193 - $318
|
34
$5.92K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$193 - $318
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 5.26% |
$193 - $318
|
18
$3.13K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.09% |
$193 - $318
|
1.08K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 6.25% |
$193 - $318
|
15
$2.61K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 0.06% |
$387 - $635
|
3.46K
$602K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3- 0.04% |
$580 - $953
|
8.18K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.1% |
$580 - $953
|
3.11K
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.26% |
$774 - $1.27K
|
1.55K
$269K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.59% |
$967 - $1.59K
|
848
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 1.04% |
$967 - $1.59K
|
475
$82.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 75.0% |
$1.16K - $1.91K
|
2
$348
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8- 0.24% |
$1.55K - $2.54K
|
3.33K
$580K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 5.88% |
$1.55K - $2.54K
|
128
$22.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-8- 0.09% |
$1.55K - $2.54K
|
8.52K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.34% |
$2.13K - $3.49K
|
3.27K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-11- 29.73% |
$2.13K - $3.49K
|
26
$4.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 10.34% |
$2.32K - $3.81K
|
104
$18.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12- 0.53% |
$2.32K - $3.81K
|
2.25K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.51% |
$2.32K - $3.81K
|
2.35K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 33.33% |
$2.9K - $4.76K
|
30
$5.22K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-19- 1.1% |
$3.67K - $6.03K
|
1.71K
$297K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-21- 0.79% |
$4.06K - $6.67K
|
2.64K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-22- 1.03% |
$4.25K - $6.99K
|
2.11K
$366K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 22.68% |
$4.25K - $6.99K
|
75
$13.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24- 0.68% |
$4.64K - $7.62K
|
3.51K
$611K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-26- 1.93% |
$5.03K - $8.26K
|
1.32K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-28- 1.79% |
$5.41K - $8.89K
|
1.54K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-28- 28.0% |
$5.41K - $8.89K
|
72
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-34- 2.53% |
$6.58K - $10.8K
|
1.31K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-35- 0.3% |
$6.77K - $11.1K
|
11.8K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-36- 2.79% |
$6.96K - $11.4K
|
1.25K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 2.05% |
$7.54K - $12.4K
|
1.86K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 25.83% |
$7.54K - $12.4K
|
112
$19.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-43- 1.35% |
$8.32K - $13.7K
|
3.15K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-45- 0.62% |
$8.7K - $14.3K
|
7.17K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-48- 0.65% |
$9.28K - $15.2K
|
7.32K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-48- 4.01% |
$9.28K - $15.2K
|
1.15K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-49- 6.29% |
$9.48K - $15.6K
|
730
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$9.67K - $15.9K
|
11.4K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-52- 22.03% |
$10.1K - $16.5K
|
184
$32K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-57- 2.06% |
$11K - $18.1K
|
2.71K
$471K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60- 47.24% |
$11.6K - $19.1K
|
67
$11.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-60- 0.57% |
$11.6K - $19.1K
|
10.5K
$1.82M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-62- 10.54% |
$12K - $19.7K
|
526
$91.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-65- 3.35% |
$12.6K - $20.6K
|
1.87K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-66- 2.89% |
$12.8K - $21K
|
2.22K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.67% |
$13.7K - $22.5K
|
10.5K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-76- 4.83% |
$14.7K - $24.1K
|
1.5K
$260K
|