Purchases and Sales Made in Q3 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 2024. 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, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.84K+ 98.87% |
$237K - $518K
|
3.71K
$638K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 239.07% |
$232K - $507K
|
2.56K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$231K - $506K
|
1.8K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.8K+ 100.0% |
$231K - $506K
|
3.6K
$619K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8K+ 100.06% |
$231K - $505K
|
3.59K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 97.81% |
$230K - $502K
|
3.61K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.79K+ 93.41% |
$230K - $502K
|
3.7K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.78K+ 66.55% |
$229K - $501K
|
4.46K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 105.04% |
$225K - $492K
|
3.42K
$588K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72KNew |
$221K - $483K
|
1.72K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.71K+ 81.64% |
$219K - $480K
|
3.8K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$216K - $473K
|
1.69K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.63K+ 97.61% |
$210K - $459K
|
3.31K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.62K+ 54.86% |
$208K - $455K
|
4.57K
$786K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.61K+ 99.88% |
$207K - $453K
|
3.23K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.6K+ 142.46% |
$205K - $449K
|
2.72K
$467K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.59K+ 125.89% |
$204K - $447K
|
2.85K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.59K+ 94.24% |
$204K - $446K
|
3.27K
$563K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.58K+ 101.67% |
$203K - $444K
|
3.13K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 99.68% |
$202K - $442K
|
3.15K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 123.89% |
$200K - $437K
|
2.81K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.54KNew |
$198K - $434K
|
1.54K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.53K+ 308.87% |
$197K - $430K
|
2.03K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.53K+ 97.95% |
$197K - $430K
|
3.09K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 106.82% |
$195K - $427K
|
2.94K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.51K+ 32.9% |
$194K - $425K
|
6.11K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.51K+ 102.3% |
$194K - $425K
|
2.99K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.51K+ 100.0% |
$194K - $424K
|
3.02K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.5KNew |
$193K - $421K
|
1.5K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 101.77% |
$192K - $419K
|
2.96K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.49K+ 97.39% |
$192K - $419K
|
3.02K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.49K+ 56.84% |
$191K - $418K
|
4.11K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.48K+ 102.28% |
$191K - $417K
|
2.93K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.47K+ 95.45% |
$189K - $413K
|
3.01K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.47K+ 173.99% |
$188K - $412K
|
2.31K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.46K+ 123.85% |
$187K - $410K
|
2.64K
$454K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.46K+ 116.21% |
$187K - $409K
|
2.71K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.46K+ 43.33% |
$187K - $409K
|
4.81K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 592.59% |
$185K - $405K
|
1.68K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.43K+ 100.0% |
$184K - $402K
|
2.86K
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 100.49% |
$184K - $401K
|
2.85K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.43KNew |
$183K - $401K
|
1.43K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$181K - $397K
|
1.41K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.41KNew |
$181K - $396K
|
1.41K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$181K - $395K
|
1.41K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.4K+ 80.05% |
$180K - $394K
|
3.16K
$543K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.4K+ 152.77% |
$180K - $394K
|
2.32K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.4KNew |
$180K - $394K
|
1.4K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.4K+ 83.9% |
$180K - $394K
|
3.07K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$180K - $393K
|
1.4K
$241K
|