Purchases and Sales Made in Q2 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 2024. 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, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
841New |
$235K - $270K
|
841
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
840+ 2.47% |
$235K - $270K
|
34.9K
$6.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
839+ 85.88% |
$234K - $270K
|
1.82K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
839+ 89.07% |
$234K - $270K
|
1.78K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
796+ 31.9% |
$222K - $256K
|
3.29K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
791New |
$221K - $254K
|
791
$148K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
784+ 33.43% |
$219K - $252K
|
3.13K
$587K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
783+ 101.56% |
$219K - $252K
|
1.55K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
772+ 98.22% |
$216K - $248K
|
1.56K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
771+ 2.34% |
$215K - $248K
|
33.7K
$6.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
760+ 50.33% |
$212K - $244K
|
2.27K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
757+ 0.89% |
$211K - $243K
|
86.3K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
755New |
$211K - $243K
|
755
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
754New |
$211K - $242K
|
754
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
742New |
$207K - $238K
|
742
$139K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
741+ 6.15% |
$207K - $238K
|
12.8K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
739+ 985.33% |
$206K - $237K
|
814
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
737+ 2.67% |
$206K - $237K
|
28.3K
$5.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Parametrica Management LTD
|
BUY
|
- |
725New |
$202K - $233K
|
725
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
719+ 49.18% |
$201K - $231K
|
2.18K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
676+ 3.01% |
$189K - $217K
|
23.1K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
675+ 10.02% |
$188K - $217K
|
7.41K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
666New |
$186K - $214K
|
666
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
638New |
$178K - $205K
|
638
$120K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
609+ 2.17% |
$170K - $196K
|
28.7K
$5.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$168K - $193K
|
600
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
600+ 50.68% |
$168K - $193K
|
1.78K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
559+ 4.62% |
$156K - $180K
|
12.7K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
543+ 13.49% |
$152K - $174K
|
4.57K
$857K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
532+ 16.29% |
$149K - $171K
|
3.8K
$712K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
484+ 327.03% |
$135K - $156K
|
632
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
465+ 10.79% |
$130K - $149K
|
4.77K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
460+ 0.86% |
$128K - $148K
|
53.8K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
443+ 65.53% |
$124K - $142K
|
1.12K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
439+ 83.46% |
$123K - $141K
|
965
$181K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 35.9% |
$121K - $139K
|
1.64K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
424+ 31.15% |
$118K - $136K
|
1.79K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423+ 18.75% |
$118K - $136K
|
2.68K
$503K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
420+ 36.75% |
$117K - $135K
|
1.56K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
416+ 3.98% |
$116K - $134K
|
10.9K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
415+ 4.57% |
$116K - $133K
|
9.5K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
404+ 2.4% |
$113K - $130K
|
17.2K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
400New |
$112K - $129K
|
400
$75.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
400New |
$112K - $129K
|
400
$75.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
381+ 5.63% |
$106K - $122K
|
7.15K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
380+ 17.92% |
$106K - $122K
|
2.5K
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
367+ 4.37% |
$102K - $118K
|
8.76K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
365+ 2.95% |
$102K - $117K
|
12.7K
$2.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
363+ 2.98% |
$101K - $117K
|
12.6K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
357+ 47.92% |
$99.7K - $115K
|
1.1K
$207K
|