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
|
Private Trust CO Na
|
BUY
|
- |
1.18K+ 150.13% |
$151K - $331K
|
1.96K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$572K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.16K+ 88.49% |
$149K - $326K
|
2.47K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.14K+ 114.95% |
$146K - $320K
|
2.13K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
1.14K+ 100.71% |
$146K - $319K
|
2.27K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.13K+ 94.1% |
$146K - $318K
|
2.34K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 122.05% |
$145K - $317K
|
2.05K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13K+ 91.64% |
$145K - $317K
|
2.36K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 134.17% |
$144K - $315K
|
1.96K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.11K+ 91.08% |
$143K - $313K
|
2.34K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$345K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 94.28% |
$140K - $306K
|
2.24K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.08K+ 96.33% |
$138K - $302K
|
2.19K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.04K+ 107.32% |
$134K - $292K
|
2.01K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 47.64% |
$133K - $292K
|
3.22K
$510K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
1.04K+ 99.43% |
$133K - $292K
|
2.08K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 82.91% |
$133K - $290K
|
2.28K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.02K+ 141.0% |
$131K - $286K
|
1.74K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.01K+ 100.0% |
$130K - $284K
|
2.02K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.01K+ 78.52% |
$129K - $282K
|
2.29K
$362K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
986+ 107.52% |
$127K - $277K
|
1.9K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
982+ 100.31% |
$126K - $276K
|
1.96K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
980+ 113.56% |
$126K - $275K
|
1.84K
$292K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
979+ 103.93% |
$126K - $275K
|
1.92K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
969+ 74.94% |
$124K - $272K
|
2.26K
$358K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
960New |
$123K - $270K
|
960
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
937+ 100.21% |
$120K - $263K
|
1.87K
$297K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
927+ 84.89% |
$119K - $260K
|
2.02K
$320K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
923+ 116.98% |
$119K - $259K
|
1.71K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
883+ 99.55% |
$113K - $248K
|
1.77K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
880+ 100.0% |
$113K - $247K
|
1.76K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
867+ 101.05% |
$111K - $244K
|
1.73K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
860+ 100.0% |
$110K - $242K
|
1.72K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
833+ 81.59% |
$107K - $234K
|
1.85K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
830+ 100.0% |
$107K - $233K
|
1.66K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
826+ 100.0% |
$106K - $232K
|
1.65K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
825+ 179.35% |
$106K - $232K
|
1.29K
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
819+ 100.86% |
$105K - $230K
|
1.63K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
806+ 100.0% |
$104K - $226K
|
1.61K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
796+ 69.82% |
$102K - $224K
|
1.94K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
794+ 67.92% |
$102K - $223K
|
1.96K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
782+ 83.1% |
$100K - $220K
|
1.72K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
763+ 137.23% |
$98K - $214K
|
1.32K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
755+ 100.0% |
$97K - $212K
|
1.51K
$239K
|