Purchases and Sales Made in Q2 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 2023. 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 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.83K+ 15.27% |
$315K - $367K
|
21.4K
$3.68M
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.76K+ 75.81% |
$306K - $357K
|
6.39K
$1.1M
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.66KNew |
$296K - $345K
|
2.66K
$458K
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.56K+ 16.15% |
$284K - $332K
|
18.4K
$3.17M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.53K+ 5.66% |
$281K - $328K
|
47.3K
$8.13M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.48KNew |
$276K - $322K
|
2.48K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.48K+ 22.61% |
$275K - $321K
|
13.4K
$2.31M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.47KNew |
$274K - $319K
|
2.47K
$424K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45KNew |
$272K - $317K
|
2.45K
$421K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.43KNew |
$271K - $315K
|
2.43K
$419K
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.37KNew |
$264K - $308K
|
2.37K
$408K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.36KNew |
$262K - $305K
|
2.36K
$405K
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.33K+ 7.62% |
$259K - $302K
|
32.9K
$5.66M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.31K+ 9.53% |
$257K - $300K
|
26.6K
$4.57M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.31KNew |
$256K - $299K
|
2.31K
$396K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29KNew |
$254K - $297K
|
2.29K
$393K
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.25KNew |
$250K - $291K
|
2.25K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.18K+ 1.52% |
$242K - $282K
|
146K
$25.1M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.14K+ 9.38% |
$238K - $278K
|
25K
$4.3M
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.12K+ 5.17% |
$235K - $274K
|
43K
$7.4M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2.12KNew |
$235K - $274K
|
2.12K
$364K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.1KNew |
$233K - $272K
|
2.1K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.05K+ 0.75% |
$228K - $266K
|
277K
$47.7M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2K+ 263.85% |
$222K - $259K
|
2.76K
$474K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$214K - $249K
|
1.93K
$331K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 44.95% |
$213K - $248K
|
6.18K
$1.06M
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.9K+ 6.49% |
$211K - $246K
|
31.2K
$5.36M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.9KNew |
$211K - $246K
|
1.9K
$327K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.86K+ 21.62% |
$207K - $241K
|
10.5K
$1.8M
|
|
Aug 07, 2023
Q2 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
1.85K+ 12.04% |
$206K - $240K
|
17.2K
$2.96M
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.85K+ 0.06% |
$206K - $240K
|
3.33M
$573M
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.84KNew |
$205K - $239K
|
1.84K
$317K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.79KNew |
$199K - $232K
|
1.79K
$308K
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.79K+ 5.58% |
$199K - $231K
|
33.8K
$5.81M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.78KNew |
$198K - $231K
|
1.78K
$306K
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.78K+ 14.89% |
$197K - $230K
|
13.7K
$2.36M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.76K+ 5.87% |
$196K - $228K
|
31.7K
$5.46M
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.76KNew |
$195K - $228K
|
1.76K
$302K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.71KNew |
$190K - $222K
|
1.71K
$294K
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.64KNew |
$183K - $213K
|
1.64K
$282K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$179K - $209K
|
1.61K
$277K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.6KNew |
$178K - $208K
|
1.6K
$276K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.58K+ 0.69% |
$175K - $204K
|
229K
$39.4M
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 8.47% |
$167K - $194K
|
19.2K
$3.3M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.5K+ 12.4% |
$167K - $194K
|
13.6K
$2.34M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.36K+ 13.2% |
$151K - $176K
|
11.7K
$2M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.3K+ 4.69% |
$145K - $168K
|
29K
$4.99M
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.13K+ 10.26% |
$126K - $147K
|
12.2K
$2.09M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.12K+ 24.9% |
$124K - $145K
|
5.62K
$966K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 17.08% |
$123K - $143K
|
7.57K
$1.3M
|