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 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
180+ 5.63% |
$20K - $23.3K
|
3.38K
$580K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 8.5% |
$19.1K - $22.3K
|
2.2K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
170+ 1.18% |
$18.9K - $22K
|
14.6K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
165+ 1.13% |
$18.3K - $21.4K
|
14.8K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
164+ 3.06% |
$18.2K - $21.3K
|
5.52K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
160+ 1.43% |
$17.8K - $20.7K
|
11.3K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
159+ 8.68% |
$17.7K - $20.6K
|
1.99K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
151+ 8.15% |
$16.8K - $19.6K
|
2K
$344K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
150+ 1.52% |
$16.7K - $19.4K
|
9.99K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 0.97% |
$16.7K - $19.4K
|
15.6K
$2.69M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
134+ 2.16% |
$14.9K - $17.4K
|
6.35K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125New |
$13.9K - $16.2K
|
125
$21.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
115+ 0.23% |
$12.8K - $14.9K
|
51K
$8.76M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
100+ 4.05% |
$11.1K - $13K
|
2.57K
$442K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.45% |
$10.6K - $12.3K
|
21.3K
$3.67M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
94+ 0.63% |
$10.4K - $12.2K
|
15K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
90+ 360.0% |
$10K - $11.7K
|
115
$19.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
87+ 0.36% |
$9.67K - $11.3K
|
24.5K
$4.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
76+ 3.16% |
$8.45K - $9.85K
|
2.48K
$426K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
75+ 0.7% |
$8.34K - $9.72K
|
10.8K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 4.56% |
$8.23K - $9.59K
|
1.7K
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
71+ 0.81% |
$7.89K - $9.2K
|
8.83K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
70+ 14.58% |
$7.78K - $9.07K
|
550
$94.6K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 4.42% |
$6.89K - $8.03K
|
1.46K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
61+ 2.19% |
$6.78K - $7.9K
|
2.84K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
61New |
$6.78K - $7.9K
|
61
$10.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
60+ 0.93% |
$6.67K - $7.78K
|
6.5K
$1.12M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
60+ 0.93% |
$6.67K - $7.78K
|
6.5K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
57+ 9.68% |
$6.34K - $7.39K
|
646
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 48.28% |
$6.22K - $7.26K
|
172
$29.6K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
55New |
$6.11K - $7.13K
|
55
$9.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
54+ 12.44% |
$6K - $7K
|
488
$83.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 91.38% |
$5.89K - $6.87K
|
111
$19.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$5.56K - $6.48K
|
50
$8.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 23.71% |
$5.11K - $5.96K
|
240
$41.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38+ 1.42% |
$4.22K - $4.92K
|
2.71K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 1.8% |
$4.11K - $4.79K
|
2.09K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 660.0% |
$3.67K - $4.28K
|
38
$6.54K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 23.19% |
$3.56K - $4.15K
|
170
$29.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$3.45K - $4.02K
|
31
$5.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
30+ 10.83% |
$3.33K - $3.89K
|
307
$52.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
30+ 1.38% |
$3.33K - $3.89K
|
2.2K
$379K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 54.9% |
$3.11K - $3.63K
|
79
$13.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 54.9% |
$3.11K - $3.63K
|
79
$13.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 7.46% |
$3K - $3.5K
|
389
$66.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.96% |
$2.78K - $3.24K
|
2.64K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 43.33% |
$1.45K - $1.68K
|
43
$7.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 1200.0% |
$1.33K - $1.56K
|
13
$2.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 10.0% |
$1K - $1.17K
|
99
$17K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 150.0% |
$1K - $1.17K
|
15
$2.58K
|