Purchases and Sales Made in Q1 2025 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2025. 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, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-55- 3.57% |
$8.7K - $12K
|
1.49K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-57- 0.48% |
$9.01K - $12.4K
|
11.7K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-64- 8.58% |
$10.1K - $13.9K
|
682
$116K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 3.51% |
$11.1K - $15.2K
|
1.93K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-70- 5.85% |
$11.1K - $15.2K
|
1.13K
$192K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 3.08% |
$11.1K - $15.2K
|
2.2K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-71- 21.19% |
$11.2K - $15.5K
|
264
$44.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.82% |
$11.7K - $16.1K
|
8.99K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
SELL
|
- |
-75- 0.31% |
$11.9K - $16.3K
|
23.9K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-76- 1.94% |
$12K - $16.5K
|
3.85K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-76- 0.5% |
$12K - $16.5K
|
15.1K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-79- 2.13% |
$12.5K - $17.2K
|
3.63K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-90- 26.47% |
$14.2K - $19.6K
|
250
$42.6K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-90- 0.07% |
$14.2K - $19.6K
|
127K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-90- 0.11% |
$14.2K - $19.6K
|
80.1K
$13.6M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-97- 2.35% |
$15.3K - $21.1K
|
4.03K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-97- 6.17% |
$15.3K - $21.1K
|
1.47K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-98- 0.38% |
$15.5K - $21.3K
|
25.5K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 28.57% |
$15.8K - $21.8K
|
250
$42.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 0.98% |
$15.8K - $21.8K
|
10.1K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-105- 0.21% |
$16.6K - $22.9K
|
50.1K
$8.52M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-105- 24.08% |
$16.6K - $22.9K
|
331
$56.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-105- 8.52% |
$16.6K - $22.9K
|
1.13K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-107- 2.16% |
$16.9K - $23.3K
|
4.84K
$824K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-110- 4.3% |
$17.4K - $23.9K
|
2.45K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-118- 2.87% |
$18.7K - $25.7K
|
4K
$681K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-122- 8.96% |
$19.3K - $26.6K
|
1.24K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-130- 2.85% |
$20.6K - $28.3K
|
4.43K
$753K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-131- 1.47% |
$20.7K - $28.5K
|
8.79K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-133- 4.64% |
$21K - $29K
|
2.73K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-136- 55.28% |
$21.5K - $29.6K
|
110
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-137- 0.57% |
$21.7K - $29.8K
|
23.9K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-138- 1.38% |
$21.8K - $30K
|
9.89K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-142- 3.95% |
$22.5K - $30.9K
|
3.45K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-151- 3.19% |
$23.9K - $32.9K
|
4.59K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-155- 2.23% |
$24.5K - $33.7K
|
6.8K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-157- 7.0% |
$24.8K - $34.2K
|
2.09K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-159- 2.45% |
$25.1K - $34.6K
|
6.34K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-162- 8.34% |
$25.6K - $35.3K
|
1.78K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-172- 5.56% |
$27.2K - $37.4K
|
2.92K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-179- 0.82% |
$28.3K - $39K
|
21.6K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-187- 1.43% |
$29.6K - $40.7K
|
12.9K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-190- 7.19% |
$30K - $41.4K
|
2.45K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-193- 1.74% |
$30.5K - $42K
|
10.9K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-196- 1.25% |
$31K - $42.7K
|
15.5K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 0.58% |
$31.1K - $42.9K
|
33.8K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-201- 4.4% |
$31.8K - $43.8K
|
4.37K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-213- 3.77% |
$33.7K - $46.4K
|
5.44K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-214- 2.8% |
$33.8K - $46.6K
|
7.42K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-224- 2.61% |
$35.4K - $48.8K
|
8.37K
$1.42M
|