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 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$632 - $871
|
6
$950
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.91% |
$474 - $653
|
106
$16.8K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$474 - $653
|
3
$475
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$316 - $435
|
9.75K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2New |
$316 - $435
|
2
$317
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$316 - $435
|
2
$317
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 2.6% |
$316 - $435
|
79
$12.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.94% |
$158 - $218
|
35
$5.54K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.53% |
$158 - $218
|
189
$29.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.5% |
$158 - $218
|
202
$32K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.07% |
$158 - $218
|
1.5K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$158 - $218
|
1
$158
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2- 20.0% |
$316 - $435
|
8
$1.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.05% |
$316 - $435
|
4.37K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.23% |
$474 - $653
|
90
$14.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.17% |
$474 - $653
|
1.72K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.55% |
$949 - $1.31K
|
1.09K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7- 0.46% |
$1.11K - $1.52K
|
1.5K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.33% |
$1.11K - $1.52K
|
2.14K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 76.92% |
$1.58K - $2.18K
|
3
$475
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.68% |
$1.9K - $2.61K
|
435
$68.9K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.89% |
$2.06K - $2.83K
|
1.44K
$229K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-14- 2.01% |
$2.21K - $3.05K
|
683
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 35.0% |
$2.21K - $3.05K
|
26
$4.12K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-18- 1.14% |
$2.85K - $3.92K
|
1.57K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 57.58% |
$3K - $4.14K
|
14
$2.22K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22- 1.43% |
$3.48K - $4.79K
|
1.52K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 28.05% |
$3.64K - $5.01K
|
59
$9.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 1.14% |
$3.95K - $5.44K
|
2.17K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-25- 83.33% |
$3.95K - $5.44K
|
5
$792
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-25- 0.51% |
$3.95K - $5.44K
|
4.87K
$771K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 2.3% |
$5.06K - $6.97K
|
1.36K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-41- 1.98% |
$6.48K - $8.93K
|
2.03K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-43- 1.32% |
$6.8K - $9.36K
|
3.22K
$510K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 38.1% |
$7.59K - $10.5K
|
78
$12.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 2.07% |
$7.91K - $10.9K
|
2.37K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-55- 0.54% |
$8.7K - $12K
|
10.1K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-71- 21.19% |
$11.2K - $15.5K
|
264
$41.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.82% |
$11.7K - $16.1K
|
8.99K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
SELL
|
- |
-75- 0.31% |
$11.9K - $16.3K
|
23.9K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-76- 1.94% |
$12K - $16.5K
|
3.85K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-76- 0.5% |
$12K - $16.5K
|
15.1K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-79- 2.13% |
$12.5K - $17.2K
|
3.63K
$575K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-90- 0.11% |
$14.2K - $19.6K
|
80.1K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-97- 6.17% |
$15.3K - $21.1K
|
1.47K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-98- 0.38% |
$15.5K - $21.3K
|
25.5K
$4.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 0.98% |
$15.8K - $21.8K
|
10.1K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-105- 24.08% |
$16.6K - $22.9K
|
331
$52.4K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-105- 0.21% |
$16.6K - $22.9K
|
50.1K
$7.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-105- 8.52% |
$16.6K - $22.9K
|
1.13K
$179K
|