Purchases and Sales Made in Q2 2025 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 2025. 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 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 250.0% |
$688 - $872
|
7
$1.42K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$550 - $698
|
8
$1.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4+ 0.04% |
$550 - $698
|
11.2K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$413 - $523
|
3
$608
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.74% |
$413 - $523
|
409
$82.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 11.54% |
$413 - $523
|
29
$5.88K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3+ 0.07% |
$413 - $523
|
4.03K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$413 - $523
|
3
$608
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 50.0% |
$275 - $349
|
6
$1.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2+ 0.13% |
$275 - $349
|
1.51K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$275 - $349
|
2
$405
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$275 - $349
|
2
$405
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$275 - $349
|
252
$51.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.4% |
$275 - $349
|
145
$29.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 2.94% |
$275 - $349
|
70
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$275 - $349
|
10.9K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.06% |
$275 - $349
|
3.09K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$138 - $174
|
1
$203
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.49% |
$138 - $174
|
205
$41.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1+ 0.05% |
$138 - $174
|
1.99K
$404K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.47% |
$138 - $174
|
69
$14K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$138 - $174
|
1.31K
$266K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$138 - $174
|
1
$203
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.12% |
$138 - $174
|
817
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.07% |
$138 - $174
|
1.5K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.86% |
$138 - $174
|
34
$6.89K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.53% |
$138 - $174
|
188
$38.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1- 0.03% |
$138 - $174
|
3.85K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 25.0% |
$275 - $349
|
6
$1.22K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2- 0.15% |
$275 - $349
|
1.3K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2- 0.25% |
$275 - $349
|
800
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 2.83% |
$413 - $523
|
103
$20.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 5.66% |
$413 - $523
|
50
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$413 - $523
|
3.23K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 50.0% |
$413 - $523
|
3
$608
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 38.46% |
$688 - $872
|
8
$1.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 38.46% |
$688 - $872
|
8
$1.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.38% |
$826 - $1.05K
|
1.56K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-7- 63.64% |
$963 - $1.22K
|
4
$811
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-7- 0.03% |
$963 - $1.22K
|
21.6K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 7.87% |
$963 - $1.22K
|
82
$16.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-8- 12.31% |
$1.1K - $1.4K
|
57
$11.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8- 66.67% |
$1.1K - $1.4K
|
4
$811
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-9- 9.18% |
$1.24K - $1.57K
|
89
$18K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-10- 0.18% |
$1.38K - $1.74K
|
5.43K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.61% |
$1.51K - $1.92K
|
1.8K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 36.67% |
$1.51K - $1.92K
|
19
$3.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 38.24% |
$1.79K - $2.27K
|
21
$4.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 15.22% |
$1.93K - $2.44K
|
78
$15.8K
|