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 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$14.7K - $20.2K
|
93
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93+ 3.54% |
$14.7K - $20.2K
|
2.72K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 4.83% |
$14.5K - $20K
|
2K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 1.98% |
$14.4K - $19.8K
|
4.69K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 2.63% |
$12.8K - $17.6K
|
3.16K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
76+ 4.91% |
$12K - $16.5K
|
1.62K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
71+ 5.1% |
$11.2K - $15.5K
|
1.46K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
69+ 1.46% |
$10.9K - $15K
|
4.79K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 7.61% |
$10.1K - $13.9K
|
905
$143K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 15.31% |
$10.1K - $13.9K
|
482
$76.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 2.18% |
$9.96K - $13.7K
|
2.96K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
62+ 1.4% |
$9.8K - $13.5K
|
4.48K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
59+ 0.8% |
$9.33K - $12.8K
|
7.43K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 2.91% |
$9.01K - $12.4K
|
2.01K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
55+ 2.98% |
$8.7K - $12K
|
1.9K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 2.02% |
$8.54K - $11.8K
|
2.73K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
52+ 0.28% |
$8.22K - $11.3K
|
18.4K
$2.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
40+ 2.25% |
$6.32K - $8.71K
|
1.82K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 16.0% |
$6.32K - $8.71K
|
290
$45.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 76.92% |
$6.32K - $8.71K
|
92
$14.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
39+ 2.21% |
$6.17K - $8.49K
|
1.8K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
38+ 2.7% |
$6.01K - $8.27K
|
1.44K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
34+ 0.96% |
$5.38K - $7.4K
|
3.57K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
34+ 0.27% |
$5.38K - $7.4K
|
12.6K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 0.92% |
$5.06K - $6.97K
|
3.51K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1600.0% |
$5.06K - $6.97K
|
34
$5.39K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
29New |
$4.58K - $6.31K
|
29
$4.59K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
28+ 350.0% |
$4.43K - $6.1K
|
36
$5.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
27+ 2.02% |
$4.27K - $5.88K
|
1.36K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
27+ 0.81% |
$4.27K - $5.88K
|
3.38K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27New |
$4.27K - $5.88K
|
27
$4.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 6.76% |
$3.95K - $5.44K
|
395
$62.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 1.08% |
$3.64K - $5.01K
|
2.15K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
22+ 1.71% |
$3.48K - $4.79K
|
1.31K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.16K - $4.35K
|
20
$3.17K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.29% |
$2.85K - $3.92K
|
6.26K
$992K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1800.0% |
$2.85K - $3.92K
|
19
$3.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 26.92% |
$2.21K - $3.05K
|
66
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$1.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$1.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 14.1% |
$1.74K - $2.39K
|
89
$14.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9+ 0.15% |
$1.42K - $1.96K
|
6.01K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$1.26K - $1.74K
|
8
$1.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.11K - $1.52K
|
2.79K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.21% |
$1.11K - $1.52K
|
3.28K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$1.11K - $1.52K
|
12
$1.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 7.32% |
$949 - $1.31K
|
88
$13.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 0.25% |
$791 - $1.09K
|
2.01K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$632 - $871
|
4
$634
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$632 - $871
|
4
$634
|