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 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 78.25% |
$516K - $1.13M
|
9.15K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4K+ 100.0% |
$514K - $1.12M
|
8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.92K+ 132.17% |
$504K - $1.1M
|
6.89K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.89K+ 97.25% |
$499K - $1.09M
|
7.88K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.87K+ 232.55% |
$497K - $1.09M
|
5.53K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.86KNew |
$496K - $1.09M
|
3.86K
$672K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
3.8K+ 100.0% |
$488K - $1.07M
|
7.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.76K+ 76.07% |
$483K - $1.06M
|
8.7K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.72K+ 99.15% |
$477K - $1.04M
|
7.46K
$1.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.71K+ 31.97% |
$476K - $1.04M
|
15.3K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.67K+ 30.88% |
$471K - $1.03M
|
15.5K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.66KNew |
$470K - $1.03M
|
3.66K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 74.17% |
$470K - $1.03M
|
8.58K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.62KNew |
$465K - $1.02M
|
3.62K
$630K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.59K+ 94.6% |
$461K - $1.01M
|
7.39K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.59K+ 100.08% |
$461K - $1.01M
|
7.17K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.52K+ 98.82% |
$452K - $989K
|
7.08K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 116.35% |
$450K - $984K
|
6.51K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.41KNew |
$439K - $959K
|
3.41K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.38KNew |
$434K - $949K
|
3.38K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.25KNew |
$418K - $914K
|
3.25K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.25K+ 98.84% |
$417K - $912K
|
6.53K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.15K+ 100.0% |
$405K - $886K
|
6.31K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.14K+ 99.05% |
$403K - $882K
|
6.31K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.09KNew |
$397K - $869K
|
3.09K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.06K+ 100.0% |
$394K - $861K
|
6.13K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.04K+ 97.09% |
$390K - $853K
|
6.17K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.96K+ 144.09% |
$381K - $833K
|
5.02K
$874K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.96K+ 125.96% |
$380K - $832K
|
5.31K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.95K+ 111.34% |
$378K - $827K
|
5.59K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.94K+ 1179.52% |
$377K - $825K
|
3.19K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.89K+ 105.06% |
$371K - $811K
|
5.63K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.88KNew |
$370K - $809K
|
2.88K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.87K+ 104.82% |
$369K - $806K
|
5.61K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.87K+ 100.0% |
$369K - $806K
|
5.74K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.8K+ 100.0% |
$359K - $786K
|
5.6K
$974K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.74K+ 104.38% |
$352K - $770K
|
5.37K
$934K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.7K+ 100.0% |
$347K - $759K
|
5.4K
$940K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.7K+ 331.45% |
$347K - $758K
|
3.51K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.64KNew |
$339K - $741K
|
2.64K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 100.0% |
$339K - $741K
|
5.27K
$917K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.64K+ 105.36% |
$339K - $740K
|
5.14K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.61KNew |
$335K - $734K
|
2.61K
$454K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.58K+ 101.94% |
$331K - $724K
|
5.1K
$888K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 96.64% |
$329K - $719K
|
5.21K
$907K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.56K+ 123.97% |
$329K - $719K
|
4.63K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.56K+ 100.99% |
$329K - $719K
|
5.09K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.56K+ 111.43% |
$328K - $718K
|
4.85K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.55K+ 100.0% |
$328K - $716K
|
5.1K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.55K+ 86.82% |
$327K - $716K
|
5.49K
$954K
|