Purchases and Sales Made in Q3 2021 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.24% |
$60.7K - $77.8K
|
168K
$31.3M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$60.7K - $77.8K
|
400
$74.4K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
398+ 191.35% |
$60.4K - $77.4K
|
606
$113K
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
346+ 1.0% |
$52.5K - $67.3K
|
35.1K
$6.53M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
333+ 3.37% |
$50.5K - $64.8K
|
10.2K
$1.9M
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
315+ 0.08% |
$47.8K - $61.3K
|
374K
$69.5M
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
307+ 17.77% |
$46.6K - $59.7K
|
2.04K
$379K
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
300New |
$45.5K - $58.3K
|
300
$55.8K
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
297+ 8.86% |
$45.1K - $57.8K
|
3.65K
$679K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
288+ 6.83% |
$43.7K - $56K
|
4.51K
$838K
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
280+ 5.62% |
$42.5K - $54.4K
|
5.26K
$978K
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
279+ 4.51% |
$42.3K - $54.3K
|
6.47K
$1.2M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
268+ 6.43% |
$40.7K - $52.1K
|
4.44K
$826K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
251+ 13.63% |
$38.1K - $48.8K
|
2.09K
$389K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
249+ 46.2% |
$37.8K - $48.4K
|
788
$147K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
247+ 10.72% |
$37.5K - $48K
|
2.55K
$475K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
239+ 165.97% |
$36.3K - $46.5K
|
383
$71.3K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
221New |
$33.5K - $43K
|
221
$41.1K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
215+ 13.21% |
$32.6K - $41.8K
|
1.84K
$343K
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
192+ 8.35% |
$29.1K - $37.3K
|
2.49K
$463K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
192+ 11.4% |
$29.1K - $37.3K
|
1.88K
$349K
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
192+ 1.29% |
$29.1K - $37.3K
|
15.1K
$2.81M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
186+ 7.75% |
$28.2K - $36.2K
|
2.59K
$481K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
171+ 7.06% |
$25.9K - $33.3K
|
2.59K
$483K
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
167+ 19.17% |
$25.3K - $32.5K
|
1.04K
$193K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
162+ 4.8% |
$24.6K - $31.5K
|
3.54K
$658K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
150+ 7.34% |
$22.8K - $29.2K
|
2.19K
$408K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
138+ 6.59% |
$20.9K - $26.8K
|
2.23K
$415K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
134+ 47.69% |
$20.3K - $26.1K
|
415
$77.2K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
132New |
$20K - $25.7K
|
132
$24.6K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
130+ 9.86% |
$19.7K - $25.3K
|
1.45K
$270K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
129+ 0.39% |
$19.6K - $25.1K
|
32.8K
$6.11M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
119+ 7.53% |
$18.1K - $23.1K
|
1.7K
$316K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
116+ 1.47% |
$17.6K - $22.6K
|
8.03K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
115+ 83.33% |
$17.4K - $22.4K
|
253
$47.1K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
101+ 28.13% |
$15.3K - $19.6K
|
460
$85.6K
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
96+ 0.96% |
$14.6K - $18.7K
|
10.1K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
92+ 29.97% |
$14K - $17.9K
|
399
$74.2K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90+ 6.93% |
$13.7K - $17.5K
|
1.39K
$258K
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
BUY
|
- |
81+ 6.37% |
$12.3K - $15.8K
|
1.35K
$252K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
80+ 8.73% |
$12.1K - $15.6K
|
996
$185K
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
74+ 0.3% |
$11.2K - $14.4K
|
24.6K
$4.58M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73New |
$11.1K - $14.2K
|
73
$13.6K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 47.71% |
$11.1K - $14.2K
|
226
$42K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72New |
$10.9K - $14K
|
72
$13.4K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
71+ 10.03% |
$10.8K - $13.8K
|
779
$145K
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
62New |
$9.41K - $12.1K
|
62
$11.5K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
59+ 147.5% |
$8.95K - $11.5K
|
99
$18.4K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
56+ 509.09% |
$8.5K - $10.9K
|
67
$12.5K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
56+ 1.47% |
$8.5K - $10.9K
|
3.86K
$718K
|