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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
562+ 27.29% |
$88.9K - $122K
|
2.62K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
546+ 18.83% |
$86.3K - $119K
|
3.45K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
543+ 16.91% |
$85.8K - $118K
|
3.76K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
530+ 0.92% |
$83.8K - $115K
|
58K
$9.19M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
521+ 87.27% |
$82.4K - $113K
|
1.12K
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
517+ 7.24% |
$81.7K - $113K
|
7.66K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
516+ 7.44% |
$81.6K - $112K
|
7.45K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
500+ 24.51% |
$79.1K - $109K
|
2.54K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
390+ 50.26% |
$61.7K - $84.9K
|
1.17K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
368+ 6.67% |
$58.2K - $80.1K
|
5.88K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
347+ 82.23% |
$54.9K - $75.5K
|
769
$122K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
341+ 30.83% |
$53.9K - $74.2K
|
1.45K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
336New |
$53.1K - $73.2K
|
336
$53.2K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
327+ 7.99% |
$51.7K - $71.2K
|
4.42K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
326+ 22.22% |
$51.5K - $71K
|
1.79K
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
298+ 18.17% |
$47.1K - $64.9K
|
1.94K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 655.56% |
$46.6K - $64.2K
|
340
$53.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
277+ 1.37% |
$43.8K - $60.3K
|
20.5K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
270New |
$42.7K - $58.8K
|
270
$42.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
255+ 12.46% |
$40.3K - $55.5K
|
2.3K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 3.28% |
$38.1K - $52.5K
|
7.58K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
229+ 3.55% |
$36.2K - $49.9K
|
6.68K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 11.93% |
$35.7K - $49.2K
|
2.12K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
224New |
$35.4K - $48.8K
|
224
$35.5K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
223+ 7.6% |
$35.3K - $48.5K
|
3.16K
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
219New |
$34.6K - $47.7K
|
219
$34.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
211New |
$33.4K - $45.9K
|
211
$33.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
210+ 11.67% |
$33.2K - $45.7K
|
2.01K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
202+ 15.72% |
$31.9K - $44K
|
1.49K
$236K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 6.67% |
$31.6K - $43.5K
|
3.2K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$31.6K - $43.5K
|
200
$31.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
194+ 14.71% |
$30.7K - $42.2K
|
1.51K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
192+ 15.69% |
$30.4K - $41.8K
|
1.42K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 7.38% |
$30K - $41.4K
|
2.77K
$438K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
177+ 9.16% |
$28K - $38.5K
|
2.11K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
161+ 3.48% |
$25.5K - $35.1K
|
4.79K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
154+ 9.79% |
$24.3K - $33.5K
|
1.73K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
153New |
$24.2K - $33.3K
|
153
$24.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 12.16% |
$22.6K - $31.1K
|
1.32K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
136+ 123.64% |
$21.5K - $29.6K
|
246
$39K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
128+ 5.61% |
$20.2K - $27.9K
|
2.41K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
125+ 158.23% |
$19.8K - $27.2K
|
204
$32.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
116+ 8.72% |
$18.3K - $25.3K
|
1.45K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 361.29% |
$17.7K - $24.4K
|
143
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
109+ 39.64% |
$17.2K - $23.7K
|
384
$60.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
105+ 2.7% |
$16.6K - $22.9K
|
4K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5150.0% |
$16.3K - $22.4K
|
105
$16.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 25.18% |
$16.3K - $22.4K
|
512
$81.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.33% |
$15.8K - $21.8K
|
30.3K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 4.98% |
$15.2K - $20.9K
|
2.02K
$320K
|