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
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
298
New
$38.3K - $83.7K
298 $47.2K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
297
+ 100.0%
$38.2K - $83.4K
594 $94.1K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
296
+ 73.82%
$38K - $83.2K
697 $110K
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
296
+ 99.66%
$38K - $83.2K
593 $93.9K
Nov 13, 2024 Q3 2024
Bank Of Nova Scotia

BUY
 -
270
+ 4.53%
$34.7K - $75.9K
6.23K $987K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
265
New
$34K - $74.4K
265 $42K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
250
+ 100.0%
$32.1K - $70.2K
500 $79.2K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
249
+ 105.51%
$32K - $70K
485 $76.8K
Nov 14, 2024 Q3 2024
Caxton Associates LP

New York, NY
BUY
 -
237
+ 5.45%
$30.4K - $66.6K
4.59K $727K
Nov 14, 2024 Q3 2024
Goodman Advisory Group, LLC

BUY
 -
230
+ 10.94%
$29.5K - $64.6K
2.33K $369K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
220
New
$28.3K - $61.8K
220 $34.8K
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
218
+ 94.78%
$28K - $61.2K
448 $71K
Nov 14, 2024 Q3 2024
Quarry LP

New York, NY
BUY
 -
216
+ 122.73%
$27.7K - $60.7K
392 $62.1K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
209
+ 100.48%
$26.9K - $58.7K
417 $66K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
206
+ 103.0%
$26.5K - $57.9K
406 $64.3K
Oct 07, 2024 Q3 2024
Versant Capital Management, Inc

BUY
 -
199
+ 245.68%
$25.6K - $55.9K
280 $44.3K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
192
New
$24.7K - $53.9K
192 $30.4K
Nov 13, 2024 Q3 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
180
+ 100.0%
$23.1K - $50.6K
360 $57K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
179
New
$23K - $50.3K
179 $28.4K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
170
+ 100.59%
$21.8K - $47.8K
339 $53.7K
Nov 13, 2024 Q3 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
164
+ 105.13%
$21.1K - $46.1K
320 $50.7K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
162
+ 182.02%
$20.8K - $45.5K
251 $39.8K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
160
New
$20.6K - $45K
160 $25.3K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
157
+ 100.0%
$20.2K - $44.1K
314 $49.7K
Nov 14, 2024 Q3 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
141
+ 67.46%
$18.1K - $39.6K
350 $55.4K
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
132
+ 72.53%
$17K - $37.1K
314 $49.7K
Nov 18, 2024 Q3 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
118
+ 100.0%
$15.2K - $33.2K
236 $37.4K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
118
New
$15.2K - $33.2K
118 $18.7K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
109
+ 100.0%
$14K - $30.6K
218 $34.5K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
106
New
$13.6K - $29.8K
106 $16.8K
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
105
+ 82.68%
$13.5K - $29.5K
232 $36.7K
Oct 28, 2024 Q3 2024
Hm Payson & CO

Portland, ME
BUY
 -
100
+ 100.0%
$12.8K - $28.1K
200 $31.7K
Nov 05, 2024 Q3 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
100
New
$12.8K - $28.1K
100 $15.8K
Oct 31, 2024 Q3 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
100
+ 100.0%
$12.8K - $28.1K
200 $31.7K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
98
+ 1225.0%
$12.6K - $27.5K
106 $16.8K
Nov 14, 2024 Q3 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
95
+ 5.73%
$12.2K - $26.7K
1.75K $277K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
95
+ 1187.5%
$12.2K - $26.7K
103 $16.3K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
94
+ 100.0%
$12.1K - $26.4K
188 $29.8K
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
90
+ 100.0%
$11.6K - $25.3K
180 $28.5K
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
87
+ 197.73%
$11.2K - $24.4K
131 $20.7K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
83
+ 100.0%
$10.7K - $23.3K
166 $26.3K
Nov 06, 2024 Q3 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
83
+ 100.0%
$10.7K - $23.3K
166 $26.3K
Oct 24, 2024 Q3 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
81
+ 2.58%
$10.4K - $22.8K
3.23K $511K
Nov 12, 2024 Q3 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
80
+ 100.0%
$10.3K - $22.5K
160 $25.3K
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
72
+ 100.0%
$9.25K - $20.2K
144 $22.8K
Oct 29, 2024 Q3 2024
Harbor Capital Advisors, Inc.

BUY
 -
71
New
$9.12K - $19.9K
71 $11.2K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
69
New
$8.86K - $19.4K
69 $10.9K
Oct 09, 2024 Q3 2024
Contravisory Investment Management, Inc.

BUY
 -
69
+ 121.05%
$8.86K - $19.4K
126 $20K
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
67
New
$8.61K - $18.8K
67 $10.6K

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