Purchases and Sales Made in Q3 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 2022. 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 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10- 18.87% |
$1.13K - $1.69K
|
43
$6.51K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-11- 3.17% |
$1.24K - $1.86K
|
336
$50.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 12.28% |
$1.58K - $2.36K
|
100
$15.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 1.47% |
$1.69K - $2.53K
|
1.01K
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 22.54% |
$1.8K - $2.7K
|
55
$8.33K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-16- 0.08% |
$1.8K - $2.7K
|
19.4K
$2.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-22- 0.45% |
$2.48K - $3.72K
|
4.85K
$734K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 2.94% |
$2.48K - $3.72K
|
726
$110K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-23- 7.37% |
$2.59K - $3.88K
|
289
$43.8K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 7.37% |
$2.59K - $3.88K
|
289
$43.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-25- 0.47% |
$2.82K - $4.22K
|
5.28K
$799K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27- 40.91% |
$3.05K - $4.56K
|
39
$5.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-30- 0.31% |
$3.38K - $5.07K
|
9.79K
$1.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 1.6% |
$3.38K - $5.07K
|
1.85K
$280K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-31- 26.05% |
$3.5K - $5.23K
|
88
$13.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-33- 0.43% |
$3.72K - $5.57K
|
7.73K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-40- 1.84% |
$4.51K - $6.75K
|
2.14K
$324K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-43- 0.7% |
$4.85K - $7.26K
|
6.06K
$917K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 5.8% |
$5.3K - $7.94K
|
764
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-48- 0.21% |
$5.41K - $8.11K
|
22.6K
$3.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-57- 0.25% |
$6.43K - $9.63K
|
23.1K
$3.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-62- 1.24% |
$6.99K - $10.5K
|
4.92K
$745K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-69- 69.7% |
$7.78K - $11.7K
|
30
$4.54K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-72- 2.41% |
$8.12K - $12.2K
|
2.91K
$441K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-82- 3.15% |
$9.25K - $13.8K
|
2.52K
$382K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-83- 2.31% |
$9.36K - $14K
|
3.52K
$532K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-96- 1.46% |
$10.8K - $16.2K
|
6.49K
$983K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 0.21% |
$11.3K - $16.9K
|
47.1K
$7.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.54% |
$11.3K - $16.9K
|
18.3K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-100- 2.22% |
$11.3K - $16.9K
|
4.4K
$666K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-105- 1.64% |
$11.8K - $17.7K
|
6.28K
$951K
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-109- 0.11% |
$12.3K - $18.4K
|
101K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-109- 0.11% |
$12.3K - $18.4K
|
101K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-117- 5.04% |
$13.2K - $19.8K
|
2.21K
$334K
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-124- 4.45% |
$14K - $20.9K
|
2.66K
$403K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-125- 0.49% |
$14.1K - $21.1K
|
25.2K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-155- 4.04% |
$17.5K - $26.2K
|
3.68K
$558K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-169- 2.32% |
$19.1K - $28.5K
|
7.13K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-172- 3.56% |
$19.4K - $29K
|
4.66K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-172- 2.79% |
$19.4K - $29K
|
5.98K
$906K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-178- 2.31% |
$20.1K - $30.1K
|
7.52K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-180- 0.42% |
$20.3K - $30.4K
|
42.4K
$6.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.87% |
$21K - $31.4K
|
21.2K
$3.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-188- 3.22% |
$21.2K - $31.7K
|
5.65K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.61% |
$22.6K - $33.8K
|
12.2K
$1.85M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 8.23% |
$22.8K - $34.1K
|
2.25K
$341K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-216- 1.41% |
$24.4K - $36.5K
|
15.1K
$2.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-232- 0.38% |
$26.2K - $39.2K
|
60.9K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-235- 5.02% |
$26.5K - $39.7K
|
4.45K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-240- 2.96% |
$27.1K - $40.5K
|
7.86K
$1.19M
|