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 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.02% |
$838 - $964
|
13.8K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-4- 25.0% |
$1.12K - $1.29K
|
12
$1.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5- 0.39% |
$1.4K - $1.61K
|
1.28K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5- 0.08% |
$1.4K - $1.61K
|
6.4K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.95% |
$2.23K - $2.57K
|
830
$131K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-8- 0.15% |
$2.23K - $2.57K
|
5.35K
$847K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8- 0.61% |
$2.23K - $2.57K
|
1.31K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 0.48% |
$2.51K - $2.89K
|
1.85K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 12.5% |
$2.51K - $2.89K
|
63
$9.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-9- 0.64% |
$2.51K - $2.89K
|
1.39K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-13- 1.76% |
$3.63K - $4.18K
|
725
$115K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.42% |
$3.63K - $4.18K
|
3.08K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14- 0.25% |
$3.91K - $4.5K
|
5.63K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 0.43% |
$4.19K - $4.82K
|
3.45K
$546K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-15- 8.72% |
$4.19K - $4.82K
|
157
$24.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 1.0% |
$4.19K - $4.82K
|
1.49K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16Closed |
$4.47K - $5.14K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-18- 0.05% |
$5.03K - $5.78K
|
35.3K
$5.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-18- 2.09% |
$5.03K - $5.78K
|
843
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-18- 25.35% |
$5.03K - $5.78K
|
53
$8.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-20- 1.36% |
$5.58K - $6.43K
|
1.45K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-21- 1.71% |
$5.86K - $6.75K
|
1.2K
$191K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-22- 0.93% |
$6.14K - $7.07K
|
2.34K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-22- 2.78% |
$6.14K - $7.07K
|
769
$122K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27- 0.85% |
$7.54K - $8.68K
|
3.15K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 0.65% |
$8.1K - $9.32K
|
4.43K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-31- 2.47% |
$8.66K - $9.96K
|
1.22K
$194K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32- 0.85% |
$8.93K - $10.3K
|
3.72K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32- 0.85% |
$8.93K - $10.3K
|
3.72K
$589K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-32- 22.54% |
$8.93K - $10.3K
|
110
$17.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-35- 0.97% |
$9.77K - $11.2K
|
3.56K
$564K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-35- 2.67% |
$9.77K - $11.2K
|
1.27K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-35- 1.66% |
$9.77K - $11.2K
|
2.07K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-36- 3.9% |
$10.1K - $11.6K
|
887
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-36- 2.11% |
$10.1K - $11.6K
|
1.67K
$265K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-37- 49.33% |
$10.3K - $11.9K
|
38
$6.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 3.29% |
$10.9K - $12.5K
|
1.15K
$182K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-41- 1.02% |
$11.4K - $13.2K
|
4K
$633K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-41- 4.97% |
$11.4K - $13.2K
|
784
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-41- 0.45% |
$11.4K - $13.2K
|
9.15K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 45.71% |
$13.4K - $15.4K
|
57
$9.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50- 3.21% |
$14K - $16.1K
|
1.51K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51- 4.84% |
$14.2K - $16.4K
|
1K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-52- 0.88% |
$14.5K - $16.7K
|
5.86K
$928K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.25% |
$14.8K - $17K
|
347
$55K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-57- 7.22% |
$15.9K - $18.3K
|
732
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57- 0.57% |
$15.9K - $18.3K
|
10K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-60- 2.46% |
$16.8K - $19.3K
|
2.38K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-63- 2.99% |
$17.6K - $20.2K
|
2.04K
$324K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-72- 0.83% |
$20.1K - $23.1K
|
8.57K
$1.36M
|