Purchases and Sales Made in Q2 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
126+ 0.18% |
$13.3K - $19.3K
|
70.1K
$12.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
121+ 69.94% |
$12.8K - $18.5K
|
294
$51.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
118+ 0.06% |
$12.4K - $18.1K
|
192K
$33.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
115+ 2.95% |
$12.1K - $17.6K
|
4.01K
$697K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
109New |
$11.5K - $16.7K
|
109
$19K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
108+ 37.89% |
$11.4K - $16.5K
|
393
$68.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
104+ 693.33% |
$11K - $15.9K
|
119
$20.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
104+ 33.12% |
$11K - $15.9K
|
418
$72.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 909.09% |
$10.5K - $15.3K
|
111
$19.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
100+ 5.85% |
$10.5K - $15.3K
|
1.81K
$315K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
100+ 100.0% |
$10.5K - $15.3K
|
200
$34.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
98+ 4.5% |
$10.3K - $15K
|
2.28K
$396K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
82+ 0.67% |
$8.65K - $12.6K
|
12.3K
$2.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
76+ 4.25% |
$8.02K - $11.6K
|
1.87K
$325K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 14.4% |
$7.59K - $11K
|
572
$99.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
71+ 1.44% |
$7.49K - $10.9K
|
5.01K
$871K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66+ 0.66% |
$6.96K - $10.1K
|
10.1K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
64+ 2.67% |
$6.75K - $9.8K
|
2.46K
$429K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
64+ 0.53% |
$6.75K - $9.8K
|
12K
$2.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59+ 0.61% |
$6.22K - $9.04K
|
9.72K
$1.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 7.45% |
$6.22K - $9.04K
|
851
$148K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 23.65% |
$6.01K - $8.73K
|
298
$51.9K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 23.65% |
$6.01K - $8.73K
|
298
$51.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
52+ 0.61% |
$5.48K - $7.96K
|
8.61K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
44+ 11.25% |
$4.64K - $6.74K
|
435
$75.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 0.67% |
$4.32K - $6.28K
|
6.18K
$1.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
41+ 1.63% |
$4.32K - $6.28K
|
2.55K
$444K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.62% |
$4.11K - $5.97K
|
6.34K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 97.22% |
$3.69K - $5.36K
|
71
$12.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
35+ 0.18% |
$3.69K - $5.36K
|
19.5K
$3.39M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34+ 1.27% |
$3.59K - $5.21K
|
2.72K
$473K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
33+ 0.63% |
$3.48K - $5.05K
|
5.31K
$923K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$3.48K - $5.05K
|
33
$5.74K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
29+ 120.83% |
$3.06K - $4.44K
|
53
$9.22K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
28New |
$2.95K - $4.29K
|
28
$4.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26+ 0.35% |
$2.74K - $3.98K
|
7.44K
$1.29M
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
26+ 0.08% |
$2.74K - $3.98K
|
32.7K
$5.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
25+ 2500.0% |
$2.64K - $3.83K
|
26
$4.52K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$2.64K - $3.83K
|
25
$4.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23+ 0.76% |
$2.43K - $3.52K
|
3.05K
$530K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23+ 7.96% |
$2.43K - $3.52K
|
312
$54.3K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23+ 7.96% |
$2.43K - $3.52K
|
312
$54.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$2.32K - $3.37K
|
22
$3.83K
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
21+ 0.24% |
$2.21K - $3.22K
|
8.82K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 105.0% |
$2.21K - $3.22K
|
41
$7.13K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
20+ 0.19% |
$2.11K - $3.06K
|
10.7K
$1.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
18+ 128.57% |
$1.9K - $2.76K
|
32
$5.57K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18New |
$1.9K - $2.76K
|
18
$3.13K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 2.54% |
$1.9K - $2.76K
|
728
$127K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
18+ 18.75% |
$1.9K - $2.76K
|
114
$19.8K
|