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
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.95% |
$2.23K - $2.57K
|
830
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 12.5% |
$2.51K - $2.89K
|
63
$11.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-9- 0.64% |
$2.51K - $2.89K
|
1.39K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 0.48% |
$2.51K - $2.89K
|
1.85K
$348K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-13- 1.76% |
$3.63K - $4.18K
|
725
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14- 0.25% |
$3.91K - $4.5K
|
5.63K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-15- 8.72% |
$4.19K - $4.82K
|
157
$29.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 1.0% |
$4.19K - $4.82K
|
1.49K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 0.43% |
$4.19K - $4.82K
|
3.45K
$647K
|
|
|
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
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-18- 25.35% |
$5.03K - $5.78K
|
53
$9.94K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-18- 2.09% |
$5.03K - $5.78K
|
843
$158K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-20- 1.36% |
$5.58K - $6.43K
|
1.45K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-21- 1.71% |
$5.86K - $6.75K
|
1.2K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-22- 0.93% |
$6.14K - $7.07K
|
2.34K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-22- 2.78% |
$6.14K - $7.07K
|
769
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27- 0.85% |
$7.54K - $8.68K
|
3.15K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 0.65% |
$8.1K - $9.32K
|
4.43K
$831K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-31- 2.47% |
$8.66K - $9.96K
|
1.22K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32- 0.85% |
$8.93K - $10.3K
|
3.72K
$698K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-32- 22.54% |
$8.93K - $10.3K
|
110
$20.6K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32- 0.85% |
$8.93K - $10.3K
|
3.72K
$698K
|
|
|
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
$388K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-35- 2.67% |
$9.77K - $11.2K
|
1.27K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-35- 0.97% |
$9.77K - $11.2K
|
3.56K
$669K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-36- 3.9% |
$10.1K - $11.6K
|
887
$166K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-36- 2.11% |
$10.1K - $11.6K
|
1.67K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 3.29% |
$10.9K - $12.5K
|
1.15K
$215K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-41- 4.97% |
$11.4K - $13.2K
|
784
$147K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-41- 0.45% |
$11.4K - $13.2K
|
9.15K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-41- 1.02% |
$11.4K - $13.2K
|
4K
$750K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 45.71% |
$13.4K - $15.4K
|
57
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50- 3.21% |
$14K - $16.1K
|
1.51K
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51- 4.84% |
$14.2K - $16.4K
|
1K
$188K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-52- 0.88% |
$14.5K - $16.7K
|
5.86K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.25% |
$14.8K - $17K
|
347
$65.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-57- 7.22% |
$15.9K - $18.3K
|
732
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57- 0.57% |
$15.9K - $18.3K
|
10K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-60- 2.46% |
$16.8K - $19.3K
|
2.38K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-63- 2.99% |
$17.6K - $20.2K
|
2.04K
$383K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-72- 0.83% |
$20.1K - $23.1K
|
8.57K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-76- 0.88% |
$21.2K - $24.4K
|
8.6K
$1.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-77- 2.82% |
$21.5K - $24.7K
|
2.65K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-78- 4.18% |
$21.8K - $25.1K
|
1.79K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-80- 1.6% |
$22.3K - $25.7K
|
4.92K
$923K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-80- 7.84% |
$22.3K - $25.7K
|
941
$177K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-81- 3.61% |
$22.6K - $26K
|
2.16K
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-82- 0.9% |
$22.9K - $26.3K
|
9.04K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-91- 2.99% |
$25.4K - $29.2K
|
2.95K
$554K
|