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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 4.67% |
$35.6K - $49K
|
4.59K
$782K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-226- 48.5% |
$35.7K - $49.2K
|
240
$40.8K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-226- 1.42% |
$35.7K - $49.2K
|
15.7K
$2.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-238- 1.69% |
$37.6K - $51.8K
|
13.8K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-245- 11.17% |
$38.7K - $53.3K
|
1.95K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 78.34% |
$38.9K - $53.6K
|
68
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250Closed |
$39.5K - $54.4K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-263- 1.55% |
$41.6K - $57.3K
|
16.7K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-310- 11.77% |
$49K - $67.5K
|
2.32K
$396K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-323- 18.28% |
$51.1K - $70.3K
|
1.44K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-325- 39.39% |
$51.4K - $70.8K
|
500
$85.1K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-329- 3.59% |
$52K - $71.6K
|
8.83K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-330- 19.98% |
$52.2K - $71.8K
|
1.32K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-334- 13.64% |
$52.8K - $72.7K
|
2.12K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-343- 2.57% |
$54.2K - $74.7K
|
13K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-346- 11.37% |
$54.7K - $75.3K
|
2.7K
$459K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-349- 53.12% |
$55.2K - $76K
|
308
$52.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-358- 1.06% |
$56.6K - $77.9K
|
33.4K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-359- 16.54% |
$56.8K - $78.2K
|
1.81K
$308K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 2.47% |
$56.9K - $78.4K
|
14.2K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-364- 0.9% |
$57.5K - $79.2K
|
40.1K
$6.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-375- 0.82% |
$59.3K - $81.6K
|
45.4K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.4% |
$60.2K - $82.9K
|
26.8K
$4.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-384- 19.16% |
$60.7K - $83.6K
|
1.62K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-396- 6.12% |
$62.6K - $86.2K
|
6.07K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-400- 0.73% |
$63.2K - $87.1K
|
54.5K
$9.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-414- 18.86% |
$65.5K - $90.1K
|
1.78K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-420- 6.17% |
$66.4K - $91.4K
|
6.39K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-423- 3.34% |
$66.9K - $92.1K
|
12.2K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-433- 2.39% |
$68.5K - $94.3K
|
17.6K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 17.67% |
$69.6K - $95.8K
|
2.05K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-467- 6.01% |
$73.8K - $102K
|
7.3K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-475- 0.69% |
$75.1K - $103K
|
68.6K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-482- 7.36% |
$76.2K - $105K
|
6.07K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-500- 20.06% |
$79.1K - $109K
|
1.99K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 7.81% |
$79.1K - $109K
|
5.9K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-504- 0.92% |
$79.7K - $110K
|
54.4K
$9.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-535- 3.86% |
$84.6K - $116K
|
13.3K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-551- 13.3% |
$87.1K - $120K
|
3.59K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-557- 0.48% |
$88.1K - $121K
|
116K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-559- 4.43% |
$88.4K - $122K
|
12K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-586- 2.82% |
$92.6K - $128K
|
20.2K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-589- 1.37% |
$93.1K - $128K
|
42.5K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-606- 7.4% |
$95.8K - $132K
|
7.58K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-616- 4.18% |
$97.4K - $134K
|
14.1K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-617- 1.07% |
$97.5K - $134K
|
57.1K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-618- 10.95% |
$97.7K - $135K
|
5.03K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-636- 9.43% |
$101K - $138K
|
6.11K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-638- 32.48% |
$101K - $139K
|
1.33K
$226K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-648- 2.68% |
$102K - $141K
|
23.5K
$4.01M
|