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 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51+ 10.83% |
$7.74K - $9.92K
|
522
$108K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 2.02% |
$7.58K - $9.72K
|
2.53K
$523K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
47+ 100.0% |
$7.13K - $9.14K
|
94
$19.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47New |
$7.13K - $9.14K
|
47
$9.73K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
43+ 0.21% |
$6.52K - $8.36K
|
20.8K
$4.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
43+ 0.82% |
$6.52K - $8.36K
|
5.31K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 11.45% |
$6.22K - $7.97K
|
399
$82.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
36+ 0.75% |
$5.46K - $7K
|
4.84K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
36New |
$5.46K - $7K
|
36
$7.45K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 29.17% |
$5.31K - $6.81K
|
155
$32.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33New |
$5.01K - $6.42K
|
33
$6.83K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
31+ 1.96% |
$4.7K - $6.03K
|
1.61K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.3% |
$4.55K - $5.83K
|
10.1K
$2.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
29+ 116.0% |
$4.4K - $5.64K
|
54
$11.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28New |
$4.25K - $5.44K
|
28
$5.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27+ 1.57% |
$4.1K - $5.25K
|
1.74K
$361K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
26+ 0.13% |
$3.94K - $5.06K
|
20.2K
$4.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
26+ 0.31% |
$3.94K - $5.06K
|
8.49K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.55% |
$3.64K - $4.67K
|
4.38K
$907K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19New |
$2.88K - $3.69K
|
19
$3.93K
|
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
19New |
$2.88K - $3.69K
|
19
$3.93K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
17+ 0.46% |
$2.58K - $3.31K
|
3.74K
$773K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
15+ 0.35% |
$2.28K - $2.92K
|
4.31K
$891K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 0.29% |
$2.28K - $2.92K
|
5.17K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
14+ 0.05% |
$2.12K - $2.72K
|
27.2K
$5.63M
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
14+ 0.32% |
$2.12K - $2.72K
|
4.38K
$906K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
13New |
$1.97K - $2.53K
|
13
$2.69K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 166.67% |
$1.52K - $1.94K
|
16
$3.31K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.38% |
$1.37K - $1.75K
|
2.37K
$490K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
9+ 0.13% |
$1.37K - $1.75K
|
6.76K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
8+ 0.13% |
$1.21K - $1.56K
|
6.11K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$1.21K - $1.56K
|
8
$1.66K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
5+ 0.04% |
$759 - $972
|
12.2K
$2.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.14% |
$455 - $583
|
2.11K
$436K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.27% |
$455 - $583
|
1.11K
$229K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 75.0% |
$455 - $583
|
7
$1.45K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 7.41% |
$303 - $389
|
29
$6K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 7.69% |
$152 - $194
|
14
$2.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.14% |
$152 - $194
|
693
$143K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-4Closed |
$607 - $778
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-5- 0.38% |
$759 - $972
|
1.31K
$270K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$910 - $1.17K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.28% |
$1.06K - $1.36K
|
2.52K
$522K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10- 0.46% |
$1.52K - $1.94K
|
2.18K
$452K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10Closed |
$1.52K - $1.94K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-11- 0.76% |
$1.67K - $2.14K
|
1.43K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-19- 0.46% |
$2.88K - $3.69K
|
4.11K
$850K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-21- 37.5% |
$3.19K - $4.08K
|
35
$7.24K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-22- 0.21% |
$3.34K - $4.28K
|
10.4K
$2.15M
|