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 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
81New |
$22.6K - $26K
|
81
$15.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
75+ 1.48% |
$20.9K - $24.1K
|
5.13K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
73+ 4.61% |
$20.4K - $23.5K
|
1.66K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
73+ 1.9% |
$20.4K - $23.5K
|
3.91K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70New |
$19.5K - $22.5K
|
70
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
69New |
$19.3K - $22.2K
|
69
$12.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 350.0% |
$17.6K - $20.2K
|
81
$15.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
61New |
$17K - $19.6K
|
61
$11.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 4.48% |
$17K - $19.6K
|
1.42K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 89.55% |
$16.8K - $19.3K
|
127
$23.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
54+ 44.26% |
$15.1K - $17.4K
|
176
$33K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
53+ 0.92% |
$14.8K - $17K
|
5.78K
$1.09M
|
|
|
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
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
52+ 6.3% |
$14.5K - $16.7K
|
878
$165K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$14K - $16.1K
|
50
$9.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 3.0% |
$12.8K - $14.8K
|
1.58K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
44+ 3.97% |
$12.3K - $14.1K
|
1.15K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
44+ 0.31% |
$12.3K - $14.1K
|
14.4K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39+ 5.05% |
$10.9K - $12.5K
|
811
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
39+ 4.1% |
$10.9K - $12.5K
|
990
$186K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$6.75K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
35+ 0.39% |
$9.77K - $11.2K
|
9K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
32+ 1.39% |
$8.93K - $10.3K
|
2.33K
$438K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.22% |
$8.93K - $10.3K
|
14.3K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.96% |
$8.93K - $10.3K
|
3.36K
$631K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 53.45% |
$8.66K - $9.96K
|
89
$16.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
31+ 3.73% |
$8.66K - $9.96K
|
863
$162K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$8.1K - $9.32K
|
29
$5.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.68% |
$8.1K - $9.32K
|
4.28K
$802K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 140.0% |
$7.82K - $9K
|
48
$9.01K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 40.91% |
$7.54K - $8.68K
|
93
$17.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 3.19% |
$7.26K - $8.35K
|
842
$158K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
25+ 0.82% |
$6.98K - $8.03K
|
3.06K
$575K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
25+ 0.44% |
$6.98K - $8.03K
|
5.65K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 16.42% |
$6.14K - $7.07K
|
156
$29.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20+ 1.11% |
$5.58K - $6.43K
|
1.83K
$343K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.64% |
$5.58K - $6.43K
|
3.17K
$595K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 2.24% |
$5.3K - $6.11K
|
868
$163K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$5.03K - $5.78K
|
18
$3.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16+ 0.56% |
$4.47K - $5.14K
|
2.87K
$538K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
16+ 33.33% |
$4.47K - $5.14K
|
64
$12K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.03% |
$4.47K - $5.14K
|
1.56K
$293K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 78.95% |
$4.19K - $4.82K
|
34
$6.38K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$3.63K - $4.18K
|
13
$2.44K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.25K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
12+ 0.17% |
$3.35K - $3.86K
|
7.05K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
11+ 0.76% |
$3.07K - $3.53K
|
1.45K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 29.41% |
$2.79K - $3.21K
|
44
$8.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 1.09% |
$2.51K - $2.89K
|
837
$157K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 18.37% |
$2.51K - $2.89K
|
58
$10.9K
|