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
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35New |
$4.82K - $6.11K
|
35
$7.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
33+ 0.34% |
$4.54K - $5.76K
|
9.78K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 2.04% |
$4.13K - $5.23K
|
1.5K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
28New |
$3.85K - $4.88K
|
28
$5.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
28+ 0.88% |
$3.85K - $4.88K
|
3.22K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
27+ 25.71% |
$3.72K - $4.71K
|
132
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 34.18% |
$3.72K - $4.71K
|
106
$21.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26New |
$3.58K - $4.54K
|
26
$5.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
26New |
$3.58K - $4.54K
|
26
$5.27K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.4% |
$3.44K - $4.36K
|
6.29K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
25+ 69.44% |
$3.44K - $4.36K
|
61
$12.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24+ 88.89% |
$3.3K - $4.19K
|
51
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.42% |
$3.17K - $4.01K
|
5.53K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 1.64% |
$3.17K - $4.01K
|
1.42K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
20+ 1.37% |
$2.75K - $3.49K
|
1.48K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20New |
$2.75K - $3.49K
|
20
$4.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.7% |
$2.75K - $3.49K
|
561
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
19New |
$2.61K - $3.31K
|
19
$3.85K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.9% |
$2.48K - $3.14K
|
2.02K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 30.0% |
$2.48K - $3.14K
|
78
$15.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
17New |
$2.34K - $2.97K
|
17
$3.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 566.67% |
$2.34K - $2.97K
|
20
$4.05K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
16New |
$2.2K - $2.79K
|
16
$3.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
15+ 1.1% |
$2.06K - $2.62K
|
1.38K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 63.16% |
$1.65K - $2.09K
|
31
$6.28K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 12.5% |
$1.51K - $1.92K
|
99
$20.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$1.51K - $1.92K
|
2.8K
$568K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.52% |
$1.38K - $1.74K
|
1.94K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.58% |
$1.38K - $1.74K
|
1.73K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 180.0% |
$1.24K - $1.57K
|
14
$2.84K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 3.1% |
$1.24K - $1.57K
|
299
$60.6K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
9+ 0.46% |
$1.24K - $1.57K
|
1.96K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9+ 2.72% |
$1.24K - $1.57K
|
340
$68.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
9New |
$1.24K - $1.57K
|
9
$1.82K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8+ 0.16% |
$1.1K - $1.4K
|
5.06K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 0.4% |
$1.1K - $1.4K
|
2.02K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8+ 0.13% |
$1.1K - $1.4K
|
6.35K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.2% |
$1.1K - $1.4K
|
3.92K
$795K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 15.91% |
$963 - $1.22K
|
51
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 2.65% |
$963 - $1.22K
|
271
$54.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.15% |
$963 - $1.22K
|
4.7K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
7+ 140.0% |
$963 - $1.22K
|
12
$2.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$826 - $1.05K
|
6
$1.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
6+ 30.0% |
$826 - $1.05K
|
26
$5.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$826 - $1.05K
|
6
$1.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6+ 2.27% |
$826 - $1.05K
|
270
$54.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
6+ 0.05% |
$826 - $1.05K
|
11K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 42.86% |
$826 - $1.05K
|
20
$4.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 125.0% |
$688 - $872
|
9
$1.82K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 41.67% |
$688 - $872
|
17
$3.44K
|