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 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 141.38% |
$259K - $357K
|
2.8K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.62KNew |
$256K - $352K
|
1.62K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.61KNew |
$254K - $350K
|
1.61K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.6KNew |
$253K - $348K
|
1.6K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.54KNew |
$244K - $336K
|
1.54K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.54KNew |
$243K - $334K
|
1.54K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.53K+ 6.64% |
$242K - $334K
|
24.6K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
1.53K+ 14.2% |
$242K - $334K
|
12.3K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.49KNew |
$235K - $324K
|
1.49K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.48KNew |
$235K - $323K
|
1.48K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.47K+ 9.77% |
$233K - $321K
|
16.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.47KNew |
$232K - $320K
|
1.47K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 63.3% |
$232K - $319K
|
3.78K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.45KNew |
$229K - $315K
|
1.45K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$228K - $314K
|
1.44K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.42K+ 10.81% |
$225K - $310K
|
14.6K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.4KNew |
$221K - $305K
|
1.4K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.34K+ 22.41% |
$211K - $291K
|
7.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.33KNew |
$210K - $289K
|
1.33K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.32KNew |
$209K - $287K
|
1.32K
$224K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.29K+ 95.7% |
$204K - $281K
|
2.64K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.25K+ 4.32% |
$198K - $273K
|
30.3K
$5.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24K+ 45.73% |
$196K - $270K
|
3.96K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.24K+ 17.68% |
$196K - $270K
|
8.25K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.22K+ 111.85% |
$193K - $265K
|
2.31K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.22K+ 33.02% |
$192K - $265K
|
4.9K
$834K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.17K+ 733.13% |
$185K - $255K
|
1.33K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.15K+ 8.32% |
$181K - $249K
|
14.9K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.07K+ 10.62% |
$168K - $232K
|
11.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.03K+ 36.79% |
$162K - $223K
|
3.81K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1KNew |
$158K - $218K
|
1K
$170K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
923+ 50.33% |
$146K - $201K
|
2.76K
$469K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
916New |
$145K - $199K
|
916
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
865+ 70.15% |
$137K - $188K
|
2.1K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
847+ 12.15% |
$134K - $184K
|
7.82K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
816+ 39.82% |
$129K - $178K
|
2.87K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
800+ 53.48% |
$126K - $174K
|
2.3K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
780+ 7.52% |
$123K - $170K
|
11.1K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
755+ 56.94% |
$119K - $164K
|
2.08K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
746+ 5.16% |
$118K - $162K
|
15.2K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
744+ 45.01% |
$118K - $162K
|
2.4K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
733+ 130.66% |
$116K - $160K
|
1.29K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
689+ 2.02% |
$109K - $150K
|
34.8K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
661+ 8.43% |
$105K - $144K
|
8.5K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
643+ 42.87% |
$102K - $140K
|
2.14K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
633+ 52.84% |
$100K - $138K
|
1.83K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
632+ 27.55% |
$99.9K - $138K
|
2.93K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
624New |
$98.7K - $136K
|
624
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
612+ 8.6% |
$96.8K - $133K
|
7.73K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
603+ 26.58% |
$95.3K - $131K
|
2.87K
$489K
|