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 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 100.0% |
$321K - $702K
|
5K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$321K - $701K
|
2.5K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 56.3% |
$319K - $697K
|
6.89K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.46K+ 113.25% |
$316K - $692K
|
4.64K
$797K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.45K+ 109.16% |
$315K - $689K
|
4.7K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.45K+ 97.88% |
$314K - $687K
|
4.95K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.41KNew |
$309K - $676K
|
2.41K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$309K - $675K
|
2.4K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.4K+ 114.29% |
$308K - $674K
|
4.5K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.39K+ 63.95% |
$307K - $672K
|
6.13K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.39K+ 98.92% |
$307K - $671K
|
4.8K
$826K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.39K+ 18.09% |
$307K - $670K
|
15.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.39KNew |
$306K - $670K
|
2.39K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.37K+ 101.63% |
$305K - $666K
|
4.71K
$809K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.36K+ 150.74% |
$303K - $662K
|
3.92K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.32K+ 771.67% |
$297K - $650K
|
2.62K
$450K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 92.54% |
$297K - $648K
|
4.8K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.29K+ 46.13% |
$295K - $644K
|
7.27K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 120.02% |
$292K - $638K
|
4.17K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 358.86% |
$291K - $637K
|
2.9K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 63.85% |
$283K - $618K
|
5.65K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.19K+ 68.04% |
$281K - $614K
|
5.4K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$280K - $611K
|
2.18K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.17K+ 4.61% |
$279K - $610K
|
49.3K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.17K+ 122.4% |
$279K - $609K
|
3.94K
$678K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.15K+ 115.13% |
$277K - $605K
|
4.03K
$692K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.14K+ 63.67% |
$275K - $602K
|
5.51K
$947K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.13K+ 93.34% |
$274K - $599K
|
4.41K
$759K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.11K+ 88.9% |
$272K - $594K
|
4.49K
$773K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.11KNew |
$270K - $591K
|
2.11K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.09K+ 100.0% |
$269K - $587K
|
4.18K
$719K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
2.08K+ 101.86% |
$267K - $585K
|
4.12K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.07K+ 95.6% |
$265K - $580K
|
4.23K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.06K+ 100.0% |
$265K - $579K
|
4.12K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
2.05K+ 141.36% |
$264K - $577K
|
3.51K
$603K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 48.38% |
$259K - $567K
|
6.19K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.01K+ 112.83% |
$259K - $566K
|
3.8K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2K+ 100.0% |
$257K - $562K
|
4K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
2K+ 80.21% |
$257K - $561K
|
4.49K
$772K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99K+ 87.71% |
$256K - $559K
|
4.26K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$256K - $559K
|
1.99K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.96KNew |
$251K - $550K
|
1.96K
$337K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.91K+ 106.72% |
$245K - $536K
|
3.69K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.89K+ 121.89% |
$243K - $530K
|
3.44K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.89K+ 103.85% |
$242K - $530K
|
3.7K
$637K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.87K+ 119.14% |
$240K - $525K
|
3.43K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.87K+ 77.98% |
$240K - $524K
|
4.26K
$732K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
1.86K+ 100.0% |
$239K - $523K
|
3.72K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.86K+ 70.07% |
$239K - $522K
|
4.51K
$776K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85K+ 30883.33% |
$238K - $521K
|
1.86K
$320K
|