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 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
20+ 1.37% |
$2.75K - $3.49K
|
1.48K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
19New |
$2.61K - $3.31K
|
19
$3.23K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 30.0% |
$2.48K - $3.14K
|
78
$13.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.9% |
$2.48K - $3.14K
|
2.02K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.58% |
$1.38K - $1.74K
|
1.73K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 3.1% |
$1.24K - $1.57K
|
299
$50.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.15% |
$963 - $1.22K
|
4.7K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 42.86% |
$826 - $1.05K
|
20
$3.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2+ 0.13% |
$275 - $349
|
1.51K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$275 - $349
|
2
$340
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$275 - $349
|
252
$42.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.07% |
$138 - $174
|
1.5K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.86% |
$138 - $174
|
34
$5.79K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.53% |
$138 - $174
|
188
$32K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2- 0.15% |
$275 - $349
|
1.3K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 25.0% |
$275 - $349
|
6
$1.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$413 - $523
|
3.23K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 7.87% |
$963 - $1.22K
|
82
$14K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 36.67% |
$1.51K - $1.92K
|
19
$3.23K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 15.22% |
$1.93K - $2.44K
|
78
$13.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-22- 84.62% |
$3.03K - $3.84K
|
4
$681
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-27- 8.77% |
$3.72K - $4.71K
|
281
$47.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-31- 0.7% |
$4.27K - $5.41K
|
4.39K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-63- 0.84% |
$8.67K - $11K
|
7.44K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-66- 0.46% |
$9.08K - $11.5K
|
14.1K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-90- 6.06% |
$12.4K - $15.7K
|
1.39K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-90- 0.57% |
$12.4K - $15.7K
|
15.7K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 20.12% |
$14.2K - $18K
|
409
$69.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-109- 0.99% |
$15K - $19K
|
10.9K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-142- 0.85% |
$19.5K - $24.8K
|
16.6K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-146- 0.66% |
$20.1K - $25.5K
|
21.8K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-170- 0.92% |
$23.4K - $29.7K
|
18.3K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-197- 6.88% |
$27.1K - $34.4K
|
2.67K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-202- 13.58% |
$27.8K - $35.2K
|
1.29K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-220- 9.26% |
$30.3K - $38.4K
|
2.16K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-242- 1.75% |
$33.3K - $42.2K
|
13.6K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-260- 8.83% |
$35.8K - $45.4K
|
2.68K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-367- 6.24% |
$50.5K - $64K
|
5.52K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-406- 1.41% |
$55.9K - $70.8K
|
28.3K
$4.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-412- 45.52% |
$56.7K - $71.9K
|
493
$83.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-491- 15.25% |
$67.6K - $85.7K
|
2.73K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 4.19% |
$68.8K - $87.2K
|
11.4K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-536- 1.58% |
$73.8K - $93.5K
|
33.4K
$5.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-608- 10.11% |
$83.7K - $106K
|
5.4K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-623- 7.23% |
$85.7K - $109K
|
7.99K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-952- 20.22% |
$131K - $166K
|
3.76K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.04K- 35.78% |
$144K - $182K
|
1.87K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.06K- 18.03% |
$146K - $186K
|
4.84K
$823K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.37K- 3.14% |
$188K - $239K
|
42.3K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-2.05K- 29.31% |
$281K - $357K
|
4.93K
$839K
|