Purchases and Sales Made in Q3 2023 in Williams Sonoma Inc (WSM)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$156K - $203K
|
1.29K
$224K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 15.62% |
$150K - $195K
|
9.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.23K+ 287.59% |
$149K - $193K
|
1.66K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.21K+ 17.67% |
$146K - $190K
|
8.04K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.19K+ 2.49% |
$144K - $187K
|
48.8K
$8.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.14K+ 12.22% |
$138K - $179K
|
10.5K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.08K+ 4.62% |
$131K - $170K
|
24.5K
$4.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.04K+ 103900.0% |
$126K - $163K
|
1.04K
$181K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.04K+ 63.09% |
$125K - $163K
|
2.68K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.01K+ 3.67% |
$122K - $158K
|
28.5K
$4.96M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1K+ 3.25% |
$121K - $158K
|
31.8K
$5.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 9.3% |
$121K - $157K
|
11.8K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1KNew |
$121K - $157K
|
1K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
987New |
$119K - $155K
|
987
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
974+ 45.49% |
$118K - $153K
|
3.12K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
917+ 34.15% |
$111K - $144K
|
3.6K
$627K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
868+ 13.79% |
$105K - $136K
|
7.16K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
851+ 36.7% |
$103K - $134K
|
3.17K
$552K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
761+ 11.69% |
$92K - $120K
|
7.27K
$1.26M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
726+ 212.9% |
$87.8K - $114K
|
1.07K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
705+ 1.38% |
$85.3K - $111K
|
52K
$9.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
692+ 39.27% |
$83.7K - $109K
|
2.45K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
634+ 6.21% |
$76.7K - $99.7K
|
10.8K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
630+ 112.3% |
$76.2K - $99K
|
1.19K
$207K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
589+ 0.26% |
$71.2K - $92.6K
|
229K
$39.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
577+ 175.38% |
$69.8K - $90.7K
|
906
$158K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
562+ 10.29% |
$68K - $88.3K
|
6.02K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
543+ 0.55% |
$65.7K - $85.3K
|
100K
$17.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
521New |
$63K - $81.9K
|
521
$90.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
476New |
$57.6K - $74.8K
|
476
$82.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
432+ 2.96% |
$52.2K - $67.9K
|
15K
$2.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
430+ 3.8% |
$52K - $67.6K
|
11.7K
$2.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
385+ 5.09% |
$46.6K - $60.5K
|
7.95K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
384+ 14.87% |
$46.4K - $60.4K
|
2.97K
$516K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
378+ 3.16% |
$45.7K - $59.4K
|
12.3K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
350+ 700.0% |
$42.3K - $55K
|
400
$69.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
329New |
$39.8K - $51.7K
|
329
$57.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
313+ 10.65% |
$37.9K - $49.2K
|
3.25K
$566K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
297+ 12.22% |
$35.9K - $46.7K
|
2.73K
$474K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
279+ 1.4% |
$33.7K - $43.9K
|
20.2K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
244+ 2.42% |
$29.5K - $38.4K
|
10.3K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
238+ 61.18% |
$28.8K - $37.4K
|
627
$109K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
228+ 15.57% |
$27.6K - $35.8K
|
1.69K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
227+ 3.39% |
$27.5K - $35.7K
|
6.93K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
219+ 0.57% |
$26.5K - $34.4K
|
39K
$6.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
205New |
$24.8K - $32.2K
|
205
$35.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
205+ 820.0% |
$24.8K - $32.2K
|
230
$40K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
200+ 6.67% |
$24.2K - $31.4K
|
3.2K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
196New |
$23.7K - $30.8K
|
196
$34.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
186+ 1.79% |
$22.5K - $29.2K
|
10.6K
$1.84M
|