Purchases and Sales Made in Q2 2023 in Williams Sonoma Inc (WSM)

WSM Quotes by TradingView

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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.1K
+ 3.54%
$122K - $142K
32.1K $6.88M
Jul 25, 2023 Q2 2023
Dupont Capital Management Corp

BUY
 -
1.08K
New
$120K - $140K
1.08K $233K
Aug 11, 2023 Q2 2023
Round Hill Asset Management

Pasadena, CA
BUY
 -
1.03K
+ 14.57%
$115K - $134K
8.12K $1.74M
Aug 14, 2023 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.02K
New
$113K - $132K
1.02K $218K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.02K
+ 18.47%
$113K - $132K
6.51K $1.4M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1K
+ 125.44%
$111K - $130K
1.8K $386K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1K
+ 125.44%
$111K - $130K
1.8K $386K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
975
+ 6.37%
$108K - $126K
16.3K $3.49M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
968
+ 7.53%
$108K - $125K
13.8K $2.97M
Aug 11, 2023 Q2 2023
Ossiam

Paris, I0
BUY
 -
897
+ 88.55%
$99.7K - $116K
1.91K $410K
Aug 14, 2023 Q2 2023
Macquarie Group LTD

Australia, C3
BUY
 -
845
+ 4.98%
$93.9K - $110K
17.8K $3.82M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
831
+ 11.11%
$92.4K - $108K
8.31K $1.78M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
755
+ 9.26%
$83.9K - $97.8K
8.91K $1.91M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
747
+ 12.55%
$83K - $96.8K
6.7K $1.44M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
714
+ 6.54%
$79.4K - $92.5K
11.6K $2.49M
Aug 14, 2023 Q2 2023
Centric Wealth Management

BUY
 -
700
+ 6.22%
$77.8K - $90.7K
12K $2.57M
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
673
+ 25.02%
$74.8K - $87.2K
3.36K $722K
Jul 31, 2023 Q2 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
665
+ 1.26%
$73.9K - $86.2K
53.5K $11.5M
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
618
New
$68.7K - $80.1K
618 $133K
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
600
+ 29.13%
$66.7K - $77.8K
2.66K $571K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
593
+ 267.12%
$65.9K - $76.8K
815 $175K
Aug 14, 2023 Q2 2023
Systematic Financial Management LP

Teaneck, NJ
BUY
 -
578
+ 0.3%
$64.3K - $74.9K
194K $41.7M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
566
+ 2.06%
$62.9K - $73.3K
28.1K $6.02M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
525
+ 100.57%
$58.4K - $68K
1.05K $225K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
495
+ 0.99%
$55K - $64.1K
50.7K $10.9M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
466
+ 24.11%
$51.8K - $60.4K
2.4K $515K
Aug 14, 2023 Q2 2023
New Vernon Capital Holdings Ii LLC

Morristown, NJ
BUY
 -
454
+ 21.33%
$50.5K - $58.8K
2.58K $554K
Jul 11, 2023 Q2 2023
Paragon Capital Management LTD

BUY
 -
434
+ 20.44%
$48.2K - $56.2K
2.56K $549K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
415
+ 5.57%
$46.1K - $53.8K
7.87K $1.69M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
369
+ 11.36%
$41K - $47.8K
3.62K $776K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
368
+ 10.18%
$40.9K - $47.7K
3.98K $855K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
364
+ 4.9%
$40.5K - $47.2K
7.8K $1.67M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
357
+ 4.59%
$39.7K - $46.3K
8.14K $1.75M
Jul 12, 2023 Q2 2023
Roberts Wealth Advisors, LLC

BUY
 -
350
+ 3.48%
$38.9K - $45.4K
10.4K $2.23M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
348
+ 3.25%
$38.7K - $45.1K
11K $2.37M
Aug 14, 2023 Q2 2023
Nebula Research & Development LLC

New York, NY
BUY
 -
335
+ 13.88%
$37.2K - $43.4K
2.75K $590K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
326
+ 6.19%
$36.2K - $42.2K
5.59K $1.2M
Aug 14, 2023 Q2 2023
Lrt Capital Management, LLC

Austin, TX
BUY
 -
321
+ 0.86%
$35.7K - $41.6K
37.8K $8.12M
Aug 14, 2023 Q2 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
318
+ 3.92%
$35.3K - $41.2K
8.44K $1.81M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
314
+ 334.04%
$34.9K - $40.7K
408 $87.6K
Jul 13, 2023 Q2 2023
Artemis Wealth Advisors, LLC

BUY
 -
305
New
$33.9K - $39.5K
305 $65.5K
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
289
+ 15.3%
$32.1K - $37.5K
2.18K $467K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
287
+ 5.68%
$31.9K - $37.2K
5.34K $1.15M
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
268
+ 12.4%
$29.8K - $34.7K
2.43K $521K
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
221
+ 1.71%
$24.6K - $28.6K
13.2K $2.82M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
200
New
$22.2K - $25.9K
200 $42.9K
Aug 07, 2023 Q2 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
198
+ 1.82%
$22K - $25.7K
11.1K $2.38M
Jul 27, 2023 Q2 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
187
+ 0.39%
$20.8K - $24.2K
47.7K $10.2M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
184
+ 9.02%
$20.5K - $23.8K
2.22K $477K

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