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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-107- 2.16% |
$16.9K - $23.3K
|
4.84K
$767K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-110- 4.3% |
$17.4K - $23.9K
|
2.45K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-118- 2.87% |
$18.7K - $25.7K
|
4K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-122- 8.96% |
$19.3K - $26.6K
|
1.24K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-131- 1.47% |
$20.7K - $28.5K
|
8.79K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-136- 55.28% |
$21.5K - $29.6K
|
110
$17.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-138- 1.38% |
$21.8K - $30K
|
9.89K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-142- 3.95% |
$22.5K - $30.9K
|
3.45K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-155- 2.23% |
$24.5K - $33.7K
|
6.8K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-172- 5.56% |
$27.2K - $37.4K
|
2.92K
$463K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-179- 0.82% |
$28.3K - $39K
|
21.6K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-187- 1.43% |
$29.6K - $40.7K
|
12.9K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-190- 7.19% |
$30K - $41.4K
|
2.45K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 0.58% |
$31.1K - $42.9K
|
33.8K
$5.35M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-201- 4.4% |
$31.8K - $43.8K
|
4.37K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-224- 2.61% |
$35.4K - $48.8K
|
8.37K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-226- 48.5% |
$35.7K - $49.2K
|
240
$38K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-238- 1.69% |
$37.6K - $51.8K
|
13.8K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-245- 11.17% |
$38.7K - $53.3K
|
1.95K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 78.34% |
$38.9K - $53.6K
|
68
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-263- 1.55% |
$41.6K - $57.3K
|
16.7K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-310- 11.77% |
$49K - $67.5K
|
2.32K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-325- 39.39% |
$51.4K - $70.8K
|
500
$79.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-330- 19.98% |
$52.2K - $71.8K
|
1.32K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-334- 13.64% |
$52.8K - $72.7K
|
2.12K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-343- 2.57% |
$54.2K - $74.7K
|
13K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-346- 11.37% |
$54.7K - $75.3K
|
2.7K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-358- 1.06% |
$56.6K - $77.9K
|
33.4K
$5.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 2.47% |
$56.9K - $78.4K
|
14.2K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-375- 0.82% |
$59.3K - $81.6K
|
45.4K
$7.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.4% |
$60.2K - $82.9K
|
26.8K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-384- 19.16% |
$60.7K - $83.6K
|
1.62K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-396- 6.12% |
$62.6K - $86.2K
|
6.07K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-400- 0.73% |
$63.2K - $87.1K
|
54.5K
$8.64M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-414- 18.86% |
$65.5K - $90.1K
|
1.78K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-433- 2.39% |
$68.5K - $94.3K
|
17.6K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 17.67% |
$69.6K - $95.8K
|
2.05K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-467- 6.01% |
$73.8K - $102K
|
7.3K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-482- 7.36% |
$76.2K - $105K
|
6.07K
$961K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-500- 20.06% |
$79.1K - $109K
|
1.99K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 7.81% |
$79.1K - $109K
|
5.9K
$935K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-504- 0.92% |
$79.7K - $110K
|
54.4K
$8.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-535- 3.86% |
$84.6K - $116K
|
13.3K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-551- 13.3% |
$87.1K - $120K
|
3.59K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-557- 0.48% |
$88.1K - $121K
|
116K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-559- 4.43% |
$88.4K - $122K
|
12K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-616- 4.18% |
$97.4K - $134K
|
14.1K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-617- 1.07% |
$97.5K - $134K
|
57.1K
$9.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-636- 9.43% |
$101K - $138K
|
6.11K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-657- 0.3% |
$104K - $143K
|
215K
$34M
|