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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
443+ 19.66% |
$61K - $77.3K
|
2.7K
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
441New |
$60.7K - $76.9K
|
441
$89.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
428+ 0.66% |
$58.9K - $74.7K
|
65K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
417+ 2.72% |
$57.4K - $72.7K
|
15.7K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
395+ 2.56% |
$54.4K - $68.9K
|
15.9K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
385+ 8.79% |
$53K - $67.2K
|
4.77K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
379+ 190.45% |
$52.2K - $66.1K
|
578
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
377+ 7.85% |
$51.9K - $65.8K
|
5.18K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
369+ 17.45% |
$50.8K - $64.4K
|
2.48K
$503K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
363New |
$50K - $63.3K
|
363
$73.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
354+ 19.33% |
$48.7K - $61.8K
|
2.19K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
350+ 0.87% |
$48.2K - $61.1K
|
40.6K
$8.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
349+ 1.3% |
$48K - $60.9K
|
27.1K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
344New |
$47.3K - $60K
|
344
$69.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
342+ 8.97% |
$47.1K - $59.7K
|
4.15K
$842K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
339+ 66.6% |
$46.7K - $59.1K
|
848
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
333+ 1.89% |
$45.8K - $58.1K
|
18K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
317+ 2.46% |
$43.6K - $55.3K
|
13.2K
$2.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
310New |
$42.7K - $54.1K
|
310
$62.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
307+ 7675.0% |
$42.2K - $53.6K
|
311
$63K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
300+ 1.26% |
$41.3K - $52.3K
|
24.1K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
288+ 22.48% |
$39.6K - $50.2K
|
1.57K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
284New |
$39.1K - $49.5K
|
284
$57.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
268+ 69.79% |
$36.9K - $46.7K
|
652
$132K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
264+ 20.4% |
$36.3K - $46.1K
|
1.56K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
260+ 6.25% |
$35.8K - $45.4K
|
4.42K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
260+ 5.95% |
$35.8K - $45.4K
|
4.63K
$938K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
251+ 5.24% |
$34.5K - $43.8K
|
5.04K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 8.37% |
$34.4K - $43.6K
|
3.24K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
245+ 1.66% |
$33.7K - $42.7K
|
15K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
244+ 16.85% |
$33.6K - $42.6K
|
1.69K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
243+ 55.86% |
$33.4K - $42.4K
|
678
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
243+ 3.2% |
$33.4K - $42.4K
|
7.83K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
234+ 14.43% |
$32.2K - $40.8K
|
1.86K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
232+ 6.02% |
$31.9K - $40.5K
|
4.09K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
230+ 14.17% |
$31.7K - $40.1K
|
1.85K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
229+ 1.28% |
$31.5K - $39.9K
|
18.2K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
228+ 7.88% |
$31.4K - $39.8K
|
3.12K
$632K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
223+ 2.06% |
$30.7K - $38.9K
|
11K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
222New |
$30.6K - $38.7K
|
222
$45K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
221+ 8.9% |
$30.4K - $38.6K
|
2.71K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
218+ 10.28% |
$30K - $38K
|
2.34K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
215+ 0.91% |
$29.6K - $37.5K
|
23.9K
$4.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
206+ 1.36% |
$28.3K - $35.9K
|
15.3K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
202+ 13.96% |
$27.8K - $35.2K
|
1.65K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
198+ 2.29% |
$27.2K - $34.5K
|
8.84K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
198+ 6.73% |
$27.2K - $34.5K
|
3.14K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
198+ 9.23% |
$27.2K - $34.5K
|
2.34K
$475K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
191+ 1.55% |
$26.3K - $33.3K
|
12.5K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
163+ 28.9% |
$22.4K - $28.4K
|
727
$147K
|