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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.06KNew |
$483K - $665K
|
3.06K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.99K+ 114.69% |
$473K - $651K
|
5.6K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.95K+ 26.17% |
$466K - $641K
|
14.2K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.85K+ 107.68% |
$450K - $620K
|
5.49K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 98.75% |
$435K - $600K
|
5.54K
$878K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.7KNew |
$426K - $587K
|
2.7K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 4.56% |
$425K - $585K
|
61.7K
$9.77M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.65K+ 3485.53% |
$419K - $577K
|
2.73K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.6K+ 57.73% |
$412K - $567K
|
7.11K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59K+ 789.63% |
$409K - $564K
|
2.92K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.39K+ 23.63% |
$378K - $520K
|
12.5K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.25KNew |
$355K - $489K
|
2.25K
$356K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.16K+ 187.11% |
$342K - $471K
|
3.32K
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08KNew |
$329K - $453K
|
2.08K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.95KNew |
$309K - $425K
|
1.95K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.93KNew |
$305K - $419K
|
1.93K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85K+ 13.95% |
$292K - $402K
|
15.1K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.83K+ 63.56% |
$289K - $398K
|
4.71K
$746K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.8KNew |
$285K - $392K
|
1.8K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.68K+ 8.27% |
$265K - $365K
|
22K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 10.64% |
$265K - $364K
|
17.4K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.62KNew |
$256K - $352K
|
1.62K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.6KNew |
$253K - $348K
|
1.6K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.54KNew |
$244K - $336K
|
1.54K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.54KNew |
$243K - $334K
|
1.54K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
1.53K+ 14.2% |
$242K - $334K
|
12.3K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.53K+ 6.64% |
$242K - $334K
|
24.6K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.49KNew |
$235K - $324K
|
1.49K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.48KNew |
$235K - $323K
|
1.48K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 63.3% |
$232K - $319K
|
3.78K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$228K - $314K
|
1.44K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.4KNew |
$221K - $305K
|
1.4K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.34K+ 22.41% |
$211K - $291K
|
7.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.32KNew |
$209K - $287K
|
1.32K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24K+ 45.73% |
$196K - $270K
|
3.96K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.17K+ 733.13% |
$185K - $255K
|
1.33K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.15K+ 8.32% |
$181K - $249K
|
14.9K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.07K+ 10.62% |
$168K - $232K
|
11.1K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
923+ 50.33% |
$146K - $201K
|
2.76K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
865+ 70.15% |
$137K - $188K
|
2.1K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
816+ 39.82% |
$129K - $178K
|
2.87K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
800+ 53.48% |
$126K - $174K
|
2.3K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
780+ 7.52% |
$123K - $170K
|
11.1K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
746+ 5.16% |
$118K - $162K
|
15.2K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
733+ 130.66% |
$116K - $160K
|
1.29K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
643+ 42.87% |
$102K - $140K
|
2.14K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
633+ 52.84% |
$100K - $138K
|
1.83K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
632+ 27.55% |
$99.9K - $138K
|
2.93K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
624New |
$98.7K - $136K
|
624
$98.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
612+ 8.6% |
$96.8K - $133K
|
7.73K
$1.22M
|