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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
356+ 12.04% |
$99.4K - $114K
|
3.31K
$621K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
355+ 8.55% |
$99.1K - $114K
|
4.51K
$846K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
348+ 310.71% |
$97.2K - $112K
|
460
$86.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
345+ 163.51% |
$96.3K - $111K
|
556
$104K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
337+ 18.35% |
$94.1K - $108K
|
2.17K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
333+ 6.98% |
$93K - $107K
|
5.1K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
320+ 32000.0% |
$89.3K - $103K
|
321
$60.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
309+ 27.76% |
$86.3K - $99.3K
|
1.42K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
297+ 11.25% |
$82.9K - $95.4K
|
2.94K
$551K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
296+ 23.13% |
$82.6K - $95.1K
|
1.58K
$296K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
270+ 15.04% |
$75.4K - $86.8K
|
2.07K
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
269+ 0.06% |
$75.1K - $86.4K
|
420K
$78.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
249New |
$69.5K - $80K
|
249
$46.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
245+ 0.25% |
$68.4K - $78.7K
|
98.8K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
243New |
$67.8K - $78.1K
|
243
$45.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
225+ 109.76% |
$62.8K - $72.3K
|
430
$80.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
221+ 10.75% |
$61.7K - $71K
|
2.28K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
221+ 21.35% |
$61.7K - $71K
|
1.26K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
217+ 1.84% |
$60.6K - $69.7K
|
12K
$2.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
212+ 82.49% |
$59.2K - $68.1K
|
469
$88K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
211+ 32.26% |
$58.9K - $67.8K
|
865
$162K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
201+ 21.94% |
$56.1K - $64.6K
|
1.12K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
189+ 18.66% |
$52.8K - $60.7K
|
1.2K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
188+ 8.23% |
$52.5K - $60.4K
|
2.47K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
175+ 0.21% |
$48.9K - $56.2K
|
82.4K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
170+ 92.39% |
$47.5K - $54.6K
|
354
$66.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
160+ 0.76% |
$44.7K - $51.4K
|
21.1K
$3.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
158+ 4.61% |
$44.1K - $50.8K
|
3.58K
$672K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
155+ 24.45% |
$43.3K - $49.8K
|
789
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
154+ 11.73% |
$43K - $49.5K
|
1.47K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 6.4% |
$41.9K - $48.2K
|
2.49K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
144+ 1.82% |
$40.2K - $46.3K
|
8.07K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 245.45% |
$37.7K - $43.4K
|
190
$35.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
133+ 19.53% |
$37.1K - $42.7K
|
814
$153K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 5.12% |
$35.7K - $41.1K
|
2.63K
$493K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
127+ 1.01% |
$35.5K - $40.8K
|
12.7K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
124+ 15.6% |
$34.6K - $39.8K
|
919
$172K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
123+ 7.97% |
$34.3K - $39.5K
|
1.67K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 4.85% |
$34.1K - $39.2K
|
2.64K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
115+ 4.59% |
$32.1K - $37K
|
2.62K
$491K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110+ 30.56% |
$30.7K - $35.3K
|
470
$88.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
104+ 2.57% |
$29K - $33.4K
|
4.15K
$778K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
103New |
$28.8K - $33.1K
|
103
$19.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
93New |
$26K - $29.9K
|
93
$17.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
93+ 19.58% |
$26K - $29.9K
|
568
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92+ 0.3% |
$25.7K - $29.6K
|
30.8K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$25.1K - $28.9K
|
90
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
89+ 1.91% |
$24.8K - $28.6K
|
4.75K
$892K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 7.29% |
$23.7K - $27.3K
|
1.25K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 3.12% |
$23.2K - $26.7K
|
2.75K
$515K
|