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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.39K+ 5.22% |
$179K - $392K
|
28.1K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.38KNew |
$178K - $388K
|
1.38K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.38K+ 123.41% |
$177K - $388K
|
2.5K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 86.66% |
$177K - $387K
|
2.97K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.36KNew |
$175K - $383K
|
1.36K
$234K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.35KNew |
$173K - $379K
|
1.35K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 112.8% |
$170K - $371K
|
2.49K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.31K+ 25.87% |
$169K - $369K
|
6.39K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$168K - $368K
|
1.31K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.31K+ 88.22% |
$168K - $368K
|
2.8K
$481K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.31KNew |
$168K - $367K
|
1.31K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Robeco Schweiz Ag
|
BUY
|
- |
1.31KNew |
$168K - $367K
|
1.31K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.31KNew |
$168K - $367K
|
1.31K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 108.4% |
$167K - $366K
|
2.51K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.29KNew |
$166K - $364K
|
1.29K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 28.94% |
$165K - $360K
|
5.71K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.28K+ 70.08% |
$164K - $359K
|
3.1K
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.27K+ 107.51% |
$164K - $358K
|
2.46K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.27K+ 123.47% |
$164K - $358K
|
2.3K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.27K+ 99.84% |
$163K - $357K
|
2.55K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.27K+ 2.28% |
$163K - $357K
|
57.1K
$9.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.26K+ 100.0% |
$161K - $353K
|
2.51K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.24K+ 98.41% |
$159K - $347K
|
2.49K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.23K+ 88.71% |
$158K - $346K
|
2.62K
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.2K+ 57.83% |
$154K - $336K
|
3.26K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.18K+ 150.13% |
$151K - $331K
|
1.96K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.16K+ 88.49% |
$149K - $326K
|
2.47K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$621K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.14K+ 114.95% |
$146K - $320K
|
2.13K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
1.14K+ 100.71% |
$146K - $319K
|
2.27K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.13K+ 94.1% |
$146K - $318K
|
2.34K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13K+ 91.64% |
$145K - $317K
|
2.36K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 122.05% |
$145K - $317K
|
2.05K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 134.17% |
$144K - $315K
|
1.96K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.11K+ 91.08% |
$143K - $313K
|
2.34K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 94.28% |
$140K - $306K
|
2.24K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.08K+ 96.33% |
$138K - $302K
|
2.19K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.04K+ 107.32% |
$134K - $292K
|
2.01K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 47.64% |
$133K - $292K
|
3.22K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
1.04K+ 99.43% |
$133K - $292K
|
2.08K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 82.91% |
$133K - $290K
|
2.28K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.02K+ 141.0% |
$131K - $286K
|
1.74K
$299K
|