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 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-657- 0.3% |
$104K - $143K
|
215K
$36.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-666- 18.71% |
$105K - $145K
|
2.89K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-670- 29.23% |
$106K - $146K
|
1.62K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-731- 10.16% |
$116K - $159K
|
6.47K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-739- 25.55% |
$117K - $161K
|
2.15K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-764- 10.94% |
$121K - $166K
|
6.22K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-809- 25.85% |
$128K - $176K
|
2.32K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-832- 12.46% |
$132K - $181K
|
5.85K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-865- 13.39% |
$137K - $188K
|
5.6K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-871- 1.39% |
$138K - $190K
|
61.8K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-872- 7.46% |
$138K - $190K
|
10.8K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-884- 21.46% |
$140K - $192K
|
3.24K
$551K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-898- 9.68% |
$142K - $196K
|
8.38K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-937- 5.96% |
$148K - $204K
|
14.8K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-947- 3.05% |
$150K - $206K
|
30.1K
$5.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-948- 7.95% |
$150K - $206K
|
11K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-948- 4.66% |
$150K - $206K
|
19.4K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-966- 8.72% |
$153K - $210K
|
10.1K
$1.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-987- 29.35% |
$156K - $215K
|
2.38K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1K- 4.92% |
$158K - $218K
|
19.3K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.01K- 4.06% |
$159K - $219K
|
23.8K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.01K- 12.09% |
$160K - $220K
|
7.35K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 45.25% |
$166K - $229K
|
1.27K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.07K- 5.27% |
$169K - $233K
|
19.2K
$3.27M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.08K- 4.86% |
$171K - $235K
|
21.2K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.08K- 30.01% |
$171K - $236K
|
2.52K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.09K- 24.15% |
$172K - $236K
|
3.41K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.1K- 2.99% |
$173K - $239K
|
35.6K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-1.1K- 4.25% |
$174K - $240K
|
24.8K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 1.03% |
$178K - $245K
|
108K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.14K- 8.95% |
$180K - $248K
|
11.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.16K- 13.83% |
$183K - $252K
|
7.21K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.63% |
$184K - $253K
|
30.9K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 9.38% |
$187K - $258K
|
11.4K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.21K- 24.18% |
$191K - $263K
|
3.79K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-1.22K- 20.93% |
$192K - $265K
|
4.59K
$782K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.23K- 10.87% |
$194K - $267K
|
10.1K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.25K- 39.77% |
$198K - $273K
|
1.9K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 29.19% |
$200K - $275K
|
3.07K
$522K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.31K- 0.77% |
$206K - $284K
|
168K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.31K- 33.09% |
$207K - $285K
|
2.65K
$451K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 48.51% |
$209K - $287K
|
1.4K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.34K- 0.72% |
$212K - $292K
|
185K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.35K- 94.15% |
$214K - $295K
|
84
$14.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 50.66% |
$214K - $295K
|
1.32K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 5.29% |
$214K - $295K
|
24.3K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 4.54% |
$217K - $298K
|
28.8K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.44K- 6.98% |
$228K - $314K
|
19.2K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-1.47K- 17.4% |
$232K - $320K
|
6.98K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 50.0% |
$233K - $320K
|
1.47K
$250K
|