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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
163+ 1.44% |
$19.7K - $25.6K
|
11.5K
$2M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 7.44% |
$18K - $23.4K
|
2.15K
$374K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 7.84% |
$17.1K - $22.2K
|
1.94K
$338K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 7.84% |
$17.1K - $22.2K
|
1.94K
$338K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 2.54% |
$16.9K - $22K
|
5.66K
$984K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
126+ 3.83% |
$15.2K - $19.8K
|
3.42K
$595K
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
118+ 0.48% |
$14.3K - $18.5K
|
24.6K
$4.28M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117+ 26.53% |
$14.1K - $18.4K
|
558
$97.1K
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
111+ 0.11% |
$13.4K - $17.4K
|
104K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110+ 4.81% |
$13.3K - $17.3K
|
2.4K
$417K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
108+ 0.05% |
$13.1K - $17K
|
235K
$40.8M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
106+ 129.27% |
$12.8K - $16.7K
|
188
$32.7K
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
104+ 1.19% |
$12.6K - $16.3K
|
8.88K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
104+ 1.07% |
$12.6K - $16.3K
|
9.84K
$1.71M
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
97+ 2.17% |
$11.7K - $15.2K
|
4.56K
$793K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
96+ 3.87% |
$11.6K - $15.1K
|
2.58K
$448K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
92New |
$11.1K - $14.5K
|
92
$16K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 38.79% |
$10.9K - $14.1K
|
322
$56K
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
85+ 0.85% |
$10.3K - $13.4K
|
10.1K
$1.75M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
77+ 3.34% |
$9.31K - $12.1K
|
2.38K
$414K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
74+ 2.88% |
$8.95K - $11.6K
|
2.64K
$460K
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
71+ 2.12% |
$8.59K - $11.2K
|
3.41K
$594K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
60+ 2.47% |
$7.26K - $9.43K
|
2.49K
$433K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
58+ 3.24% |
$7.01K - $9.12K
|
1.85K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 70.89% |
$6.77K - $8.8K
|
135
$23.5K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55New |
$6.65K - $8.64K
|
55
$9.57K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
55+ 0.62% |
$6.65K - $8.64K
|
8.89K
$1.55M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$6.53K - $8.49K
|
54
$9.4K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
52+ 0.43% |
$6.29K - $8.17K
|
12K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
52+ 0.99% |
$6.29K - $8.17K
|
5.3K
$923K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45New |
$5.44K - $7.07K
|
45
$7.83K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 1.15% |
$5.2K - $6.76K
|
3.79K
$660K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41+ 1.65% |
$4.96K - $6.44K
|
2.53K
$439K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40+ 2.07% |
$4.84K - $6.29K
|
1.98K
$344K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39+ 1.44% |
$4.72K - $6.13K
|
2.75K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
36+ 32.43% |
$4.35K - $5.66K
|
147
$25.6K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 1.88% |
$3.87K - $5.03K
|
1.73K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 7.96% |
$3.63K - $4.72K
|
407
$70.8K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
29+ 0.18% |
$3.51K - $4.56K
|
16.3K
$2.84M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
29+ 24.58% |
$3.51K - $4.56K
|
147
$25.6K
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25+ 0.18% |
$3.02K - $3.93K
|
13.7K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22+ 0.55% |
$2.66K - $3.46K
|
4.02K
$699K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
18+ 0.61% |
$2.18K - $2.83K
|
2.99K
$520K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 17.17% |
$2.06K - $2.67K
|
116
$20.2K
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
15+ 48.39% |
$1.81K - $2.36K
|
46
$8K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.47% |
$1.81K - $2.36K
|
3.21K
$559K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14+ 0.66% |
$1.69K - $2.2K
|
2.13K
$370K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 1.47% |
$1.45K - $1.89K
|
827
$144K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.33K - $1.73K
|
11
$1.91K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.21K - $1.57K
|
10
$1.74K
|