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 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
93+ 19.58% |
$26K - $29.9K
|
568
$96.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92+ 0.3% |
$25.7K - $29.6K
|
30.8K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$25.1K - $28.9K
|
90
$15.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
89+ 1.91% |
$24.8K - $28.6K
|
4.75K
$809K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 7.29% |
$23.7K - $27.3K
|
1.25K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 3.12% |
$23.2K - $26.7K
|
2.75K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
81New |
$22.6K - $26K
|
81
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
75+ 1.48% |
$20.9K - $24.1K
|
5.13K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
73+ 1.9% |
$20.4K - $23.5K
|
3.91K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
73+ 4.61% |
$20.4K - $23.5K
|
1.66K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70New |
$19.5K - $22.5K
|
70
$11.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
69New |
$19.3K - $22.2K
|
69
$11.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 350.0% |
$17.6K - $20.2K
|
81
$13.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
61New |
$17K - $19.6K
|
61
$10.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 4.48% |
$17K - $19.6K
|
1.42K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 89.55% |
$16.8K - $19.3K
|
127
$21.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
54+ 44.26% |
$15.1K - $17.4K
|
176
$30K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
53+ 0.92% |
$14.8K - $17K
|
5.78K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
52+ 6.3% |
$14.5K - $16.7K
|
878
$149K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
52+ 0.37% |
$14.5K - $16.7K
|
14.2K
$2.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$14K - $16.1K
|
50
$8.51K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
47+ 0.85% |
$13.1K - $15.1K
|
5.59K
$951K
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
47+ 0.85% |
$13.1K - $15.1K
|
5.59K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 3.0% |
$12.8K - $14.8K
|
1.58K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
44+ 0.31% |
$12.3K - $14.1K
|
14.4K
$2.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
44+ 3.97% |
$12.3K - $14.1K
|
1.15K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
39+ 4.1% |
$10.9K - $12.5K
|
990
$168K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39+ 5.05% |
$10.9K - $12.5K
|
811
$138K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$6.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
35+ 0.39% |
$9.77K - $11.2K
|
9K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.96% |
$8.93K - $10.3K
|
3.36K
$573K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.22% |
$8.93K - $10.3K
|
14.3K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
32+ 1.39% |
$8.93K - $10.3K
|
2.33K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
31+ 3.73% |
$8.66K - $9.96K
|
863
$147K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 53.45% |
$8.66K - $9.96K
|
89
$15.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.68% |
$8.1K - $9.32K
|
4.28K
$728K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$8.1K - $9.32K
|
29
$4.94K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 140.0% |
$7.82K - $9K
|
48
$8.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 40.91% |
$7.54K - $8.68K
|
93
$15.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 3.19% |
$7.26K - $8.35K
|
842
$143K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
25+ 0.44% |
$6.98K - $8.03K
|
5.65K
$962K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
25+ 0.82% |
$6.98K - $8.03K
|
3.06K
$521K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 16.42% |
$6.14K - $7.07K
|
156
$26.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20+ 1.11% |
$5.58K - $6.43K
|
1.83K
$311K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.64% |
$5.58K - $6.43K
|
3.17K
$539K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 2.24% |
$5.3K - $6.11K
|
868
$148K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$5.03K - $5.78K
|
18
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16+ 0.56% |
$4.47K - $5.14K
|
2.87K
$488K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
16+ 33.33% |
$4.47K - $5.14K
|
64
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.03% |
$4.47K - $5.14K
|
1.56K
$266K
|