Purchases and Sales Made in Q3 2024 in Williams Sonoma Inc (WSM)

WSM Quotes by TradingView

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 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
578
+ 35.27%
$74.3K - $162K
2.22K $381K
Oct 15, 2024 Q3 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
574
+ 47.71%
$73.7K - $161K
1.78K $306K
Oct 15, 2024 Q3 2024
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
559
+ 63.67%
$71.8K - $157K
1.44K $247K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
547
+ 61.05%
$70.3K - $154K
1.44K $248K
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
532
New
$68.3K - $149K
532 $91.5K
Nov 12, 2024 Q3 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
502
+ 43.61%
$64.5K - $141K
1.65K $284K
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
500
+ 33.33%
$64.2K - $140K
2K $344K
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
449
+ 44.77%
$57.7K - $126K
1.45K $250K
Nov 14, 2024 Q3 2024
Axa S.A.

Paris, I0
BUY
 -
425
+ 2.78%
$54.6K - $119K
15.7K $2.7M
Nov 18, 2024 Q3 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
414
+ 6.66%
$53.2K - $116K
6.63K $1.14M
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
408
+ 100.0%
$52.4K - $115K
816 $140K
Oct 29, 2024 Q3 2024
Nvwm, LLC

BUY
 -
400
+ 94.12%
$51.4K - $112K
825 $142K
Nov 14, 2024 Q3 2024
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
400
+ 100.0%
$51.4K - $112K
800 $138K
Oct 15, 2024 Q3 2024
Asset Dedication, LLC

BUY
 -
400
+ 100.0%
$51.4K - $112K
800 $138K
Nov 12, 2024 Q3 2024
Activest Wealth Management

BUY
 -
400
+ 100.0%
$51.4K - $112K
800 $138K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
398
+ 101.02%
$51.1K - $112K
792 $136K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
391
New
$50.2K - $110K
391 $67.2K
Nov 21, 2024 Q3 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
385
+ 140.0%
$49.5K - $108K
660 $114K
Nov 08, 2024 Q3 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
383
+ 68.52%
$49.2K - $108K
942 $162K
Oct 15, 2024 Q3 2024
Roberts Wealth Advisors, LLC

BUY
 -
362
+ 1.7%
$46.5K - $102K
21.7K $3.72M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
347
+ 100.0%
$44.6K - $97.5K
694 $119K
Oct 08, 2024 Q3 2024
Umb Bank, N.A.

BUY
 -
343
+ 180.53%
$44.1K - $96.4K
533 $91.7K
Oct 04, 2024 Q3 2024
Quent Capital, LLC

BUY
 -
337
+ 93.87%
$43.3K - $94.7K
696 $120K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
328
New
$42.1K - $92.1K
328 $56.4K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
326
New
$41.9K - $91.6K
326 $56.1K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
316
+ 248.82%
$40.6K - $88.8K
443 $76.2K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
303
+ 64.47%
$38.9K - $85.1K
773 $133K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
300
+ 100.0%
$38.5K - $84.3K
600 $103K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
298
New
$38.3K - $83.7K
298 $51.3K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
297
+ 100.0%
$38.2K - $83.4K
594 $102K
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
296
+ 99.66%
$38K - $83.2K
593 $102K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
296
+ 73.82%
$38K - $83.2K
697 $120K
Nov 13, 2024 Q3 2024
Bank Of Nova Scotia

BUY
 -
270
+ 4.53%
$34.7K - $75.9K
6.23K $1.07M
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
265
New
$34K - $74.4K
265 $45.6K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
250
+ 100.0%
$32.1K - $70.2K
500 $86K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
249
+ 105.51%
$32K - $70K
485 $83.4K
Nov 14, 2024 Q3 2024
Caxton Associates LP

New York, NY
BUY
 -
237
+ 5.45%
$30.4K - $66.6K
4.59K $789K
Nov 14, 2024 Q3 2024
Goodman Advisory Group, LLC

BUY
 -
230
+ 10.94%
$29.5K - $64.6K
2.33K $401K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
220
New
$28.3K - $61.8K
220 $37.8K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
220
+ 51.16%
$28.3K - $61.8K
650 $112K
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
218
+ 94.78%
$28K - $61.2K
448 $77K
Nov 14, 2024 Q3 2024
Quarry LP

New York, NY
BUY
 -
216
+ 122.73%
$27.7K - $60.7K
392 $67.4K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
209
+ 100.48%
$26.9K - $58.7K
417 $71.7K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
206
+ 103.0%
$26.5K - $57.9K
406 $69.8K
Oct 07, 2024 Q3 2024
Versant Capital Management, Inc

BUY
 -
199
+ 245.68%
$25.6K - $55.9K
280 $48.2K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
192
New
$24.7K - $53.9K
192 $33K
Nov 13, 2024 Q3 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
180
+ 100.0%
$23.1K - $50.6K
360 $61.9K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
179
New
$23K - $50.3K
179 $30.8K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
170
+ 100.59%
$21.8K - $47.8K
339 $58.3K

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