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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
158New |
$21.7K - $27.6K
|
158
$32K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
157+ 10.57% |
$21.6K - $27.4K
|
1.64K
$333K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
156+ 5.66% |
$21.5K - $27.2K
|
2.91K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
155+ 13.74% |
$21.3K - $27K
|
1.28K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
152New |
$20.9K - $26.5K
|
152
$30.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
151+ 7.79% |
$20.8K - $26.3K
|
2.09K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
145+ 10.94% |
$20K - $25.3K
|
1.47K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
145+ 0.47% |
$20K - $25.3K
|
31K
$6.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
131+ 54.58% |
$18K - $22.9K
|
371
$75.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
130+ 3.85% |
$17.9K - $22.7K
|
3.51K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 3.38% |
$17.6K - $22.3K
|
3.91K
$792K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
125New |
$17.2K - $21.8K
|
125
$25.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123+ 473.08% |
$16.9K - $21.5K
|
149
$30.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
123+ 3.44% |
$16.9K - $21.5K
|
3.7K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
122+ 4.17% |
$16.8K - $21.3K
|
3.05K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
115+ 1.47% |
$15.8K - $20.1K
|
7.93K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
115+ 1.78% |
$15.8K - $20.1K
|
6.58K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
108New |
$14.9K - $18.8K
|
108
$21.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107+ 7.21% |
$14.7K - $18.7K
|
1.59K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
102+ 3.74% |
$14K - $17.8K
|
2.83K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102+ 130.77% |
$14K - $17.8K
|
180
$36.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
101+ 1.15% |
$13.9K - $17.6K
|
8.89K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101+ 4.0% |
$13.9K - $17.6K
|
2.63K
$532K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$13.8K - $17.4K
|
100
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
99+ 0.43% |
$13.6K - $17.3K
|
23K
$4.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
97New |
$13.3K - $16.9K
|
97
$19.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
91+ 3.95% |
$12.5K - $15.9K
|
2.39K
$485K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
85+ 0.07% |
$11.7K - $14.8K
|
116K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
82New |
$11.3K - $14.3K
|
82
$16.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
78+ 1.28% |
$10.7K - $13.6K
|
6.18K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77+ 6.05% |
$10.6K - $13.4K
|
1.35K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 7.86% |
$10.6K - $13.4K
|
1.06K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 2.9% |
$10.5K - $13.3K
|
2.7K
$547K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 3.97% |
$10.3K - $13.1K
|
1.97K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
75+ 3.66% |
$10.3K - $13.1K
|
2.13K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
72+ 4.76% |
$9.91K - $12.6K
|
1.59K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71New |
$9.77K - $12.4K
|
71
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
68+ 0.32% |
$9.36K - $11.9K
|
21.4K
$4.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 2.06% |
$8.39K - $10.6K
|
3.02K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60New |
$8.26K - $10.5K
|
60
$12.2K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
60+ 4.19% |
$8.26K - $10.5K
|
1.49K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
53+ 0.42% |
$7.29K - $9.25K
|
12.6K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50+ 2.48% |
$6.88K - $8.72K
|
2.06K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
48+ 8.23% |
$6.61K - $8.37K
|
631
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$6.61K - $8.37K
|
48
$9.73K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$6.06K - $7.68K
|
44
$8.92K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
43+ 172.0% |
$5.92K - $7.5K
|
68
$13.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
42+ 3.12% |
$5.78K - $7.33K
|
1.39K
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
40+ 2.23% |
$5.5K - $6.98K
|
1.83K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
36+ 1.32% |
$4.95K - $6.28K
|
2.76K
$558K
|