Purchases and Sales Made in Q3 2023 in Williams Sonoma Inc (WSM)

WSM Quotes by TradingView

This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 2023. 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 14, 2023 Q3 2023
Martingale Asset Management L P

Boston, MA
BUY
 -
2.66K
New
$322K - $419K
2.66K $458K
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
2.65K
New
$321K - $417K
2.65K $456K
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
2.58K
+ 27.97%
$312K - $406K
11.8K $2.03M
Nov 07, 2023 Q3 2023
M. Kulyk & Associates, LLC

BUY
 -
2.49K
+ 9.22%
$301K - $391K
29.4K $5.06M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.43K
New
$294K - $382K
2.43K $418K
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
2.38K
+ 35.49%
$288K - $374K
9.09K $1.56M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.36K
+ 73.79%
$285K - $371K
5.56K $956K
Nov 06, 2023 Q3 2023
Illinois Municipal Retirement Fund

BUY
 -
2.31K
+ 8.23%
$279K - $363K
30.3K $5.22M
Nov 14, 2023 Q3 2023
Tabor Asset Management, LP

New York, NY
BUY
 -
2.21K
+ 2.29%
$268K - $348K
98.8K $17M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
2.18K
New
$264K - $343K
2.18K $375K
Nov 13, 2023 Q3 2023
Jeremy Grantham Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
BUY
 -
2.13K
+ 11.45%
$257K - $334K
20.7K $3.56M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.06K
New
$249K - $324K
2.06K $354K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.91K
+ 32.99%
$230K - $300K
7.68K $1.32M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
1.8K
New
$218K - $284K
1.8K $310K
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
1.8K
New
$218K - $284K
1.8K $310K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
1.8K
New
$218K - $283K
1.8K $310K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
1.77K
New
$214K - $278K
1.77K $305K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
1.77K
New
$214K - $278K
1.77K $304K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.75K
+ 21.05%
$212K - $275K
10.1K $1.73M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.73K
New
$209K - $272K
1.73K $297K
Nov 14, 2023 Q3 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
1.73K
New
$209K - $272K
1.73K $297K
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.72K
New
$208K - $270K
1.72K $295K
Nov 08, 2023 Q3 2023
Stiles Financial Services Inc

BUY
 -
1.7K
+ 69.93%
$206K - $268K
4.14K $711K
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.7K
+ 5.04%
$206K - $267K
35.5K $6.1M
Nov 02, 2023 Q3 2023
West Coast Financial LLC

BUY
 -
1.66K
+ 3.86%
$201K - $261K
44.7K $7.69M
Oct 17, 2023 Q3 2023
Carolina Wealth Advisors, LLC

BUY
 -
1.65K
+ 4.14%
$199K - $259K
41.5K $7.14M
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
1.62K
+ 10.01%
$195K - $254K
17.8K $3.06M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.6K
New
$194K - $252K
1.6K $276K
Oct 25, 2023 Q3 2023
Jeppson Wealth Management, LLC

BUY
 -
1.57K
New
$190K - $247K
1.57K $270K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
1.55K
New
$187K - $244K
1.55K $267K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.54K
New
$186K - $242K
1.54K $265K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
1.54K
+ 248.54%
$186K - $241K
2.15K $370K
Nov 14, 2023 Q3 2023
Ethic Inc.

New York, NY
BUY
 -
1.51K
New
$183K - $238K
1.51K $260K
Oct 25, 2023 Q3 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
1.5K
+ 13.52%
$181K - $236K
12.6K $2.17M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.5K
New
$181K - $236K
1.5K $258K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.47K
New
$177K - $230K
1.47K $252K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
1.46K
New
$176K - $229K
1.46K $250K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
1.42K
New
$171K - $222K
1.42K $243K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.41K
New
$171K - $222K
1.41K $243K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.41K
New
$170K - $221K
1.41K $242K
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
1.41K
New
$170K - $221K
1.41K $242K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
1.39K
New
$168K - $218K
1.39K $239K
Nov 14, 2023 Q3 2023
Brown Capital Management LLC

Baltimore, MD
BUY
 -
1.38K
New
$166K - $216K
1.38K $237K
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
1.37K
New
$165K - $215K
1.37K $235K
Oct 19, 2023 Q3 2023
Gateway Investment Advisers LLC

BUY
 -
1.37K
New
$165K - $215K
1.37K $235K
Nov 13, 2023 Q3 2023
Motley Fool Asset Management LLC

Alexandria, VA
BUY
 -
1.32K
New
$160K - $207K
1.32K $227K
Oct 20, 2023 Q3 2023
Plimoth Trust CO LLC

BUY
 -
1.31K
New
$158K - $206K
1.31K $225K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.31K
New
$158K - $206K
1.31K $225K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
1.3K
+ 23.1%
$157K - $204K
6.92K $1.19M

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