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 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 78.95% |
$4.19K - $4.82K
|
34
$5.79K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$3.63K - $4.18K
|
13
$2.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
12+ 0.17% |
$3.35K - $3.86K
|
7.05K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
11+ 0.76% |
$3.07K - $3.53K
|
1.45K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 29.41% |
$2.79K - $3.21K
|
44
$7.49K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 1.09% |
$2.51K - $2.89K
|
837
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 18.37% |
$2.51K - $2.89K
|
58
$9.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 1.1% |
$2.23K - $2.57K
|
738
$126K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.19K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.24% |
$1.95K - $2.25K
|
2.97K
$505K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 6.73% |
$1.95K - $2.25K
|
111
$18.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.64% |
$1.68K - $1.93K
|
942
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.48% |
$1.68K - $1.93K
|
1.25K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6+ 0.48% |
$1.68K - $1.93K
|
1.26K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6New |
$1.68K - $1.93K
|
6
$1.02K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 66.67% |
$1.68K - $1.93K
|
15
$2.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6New |
$1.68K - $1.93K
|
6
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 0.24% |
$1.68K - $1.93K
|
2.5K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$1.68K - $1.93K
|
6
$1.02K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
6+ 0.04% |
$1.68K - $1.93K
|
16.8K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.41% |
$1.4K - $1.61K
|
1.23K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.67% |
$1.4K - $1.61K
|
752
$128K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.04% |
$1.4K - $1.61K
|
13.1K
$2.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 9.76% |
$1.12K - $1.29K
|
45
$7.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 100.0% |
$1.12K - $1.29K
|
8
$1.36K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.12K - $1.29K
|
1.13K
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 16.67% |
$838 - $964
|
21
$3.57K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$838 - $964
|
3
$511
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3+ 0.03% |
$838 - $964
|
11.8K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$558 - $643
|
5
$851
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$558 - $643
|
2
$340
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$558 - $643
|
13
$2.21K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 0.08% |
$558 - $643
|
2.53K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.18% |
$558 - $643
|
1.14K
$194K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$279 - $321
|
169
$28.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.12% |
$279 - $321
|
812
$138K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.85% |
$279 - $321
|
118
$20.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.28% |
$279 - $321
|
359
$61.1K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1- 0.08% |
$279 - $321
|
1.18K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.22% |
$279 - $321
|
456
$77.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.34% |
$279 - $321
|
297
$50.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.96% |
$279 - $321
|
50
$8.51K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.78% |
$279 - $321
|
127
$21.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 11.11% |
$279 - $321
|
8
$1.36K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2- 0.21% |
$558 - $643
|
970
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 9.52% |
$558 - $643
|
19
$3.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2- 0.01% |
$558 - $643
|
35.6K
$6.05M
|