Purchases and Sales Made in Q4 2021 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
155New |
$25.2K - $34.4K
|
155
$26.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131+ 2.48% |
$21.3K - $29K
|
5.41K
$930K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
130+ 0.4% |
$21.1K - $28.8K
|
33K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
129+ 4.12% |
$21K - $28.6K
|
3.26K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127+ 0.03% |
$20.6K - $28.1K
|
427K
$73.5M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
124New |
$20.2K - $27.5K
|
124
$21.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
119+ 17.17% |
$19.3K - $26.4K
|
812
$140K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
115New |
$18.7K - $25.5K
|
115
$19.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108+ 1.07% |
$17.6K - $23.9K
|
10.2K
$1.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
108+ 1.07% |
$17.6K - $23.9K
|
10.2K
$1.75M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
105+ 7.61% |
$17.1K - $23.3K
|
1.49K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
101+ 102.02% |
$16.4K - $22.4K
|
200
$34.4K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$17.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$17.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$17.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$17.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
96+ 7.73% |
$15.6K - $21.3K
|
1.34K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91+ 3.14% |
$14.8K - $20.2K
|
2.99K
$513K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
89New |
$14.5K - $19.7K
|
89
$15.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83New |
$13.5K - $18.4K
|
83
$14.3K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
81+ 3.17% |
$13.2K - $18K
|
2.64K
$454K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
80+ 3.17% |
$13K - $17.7K
|
2.61K
$448K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
79+ 1.75% |
$12.8K - $17.5K
|
4.59K
$789K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
79+ 0.98% |
$12.8K - $17.5K
|
8.11K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
73+ 3.49% |
$11.9K - $16.2K
|
2.17K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
65+ 0.53% |
$10.6K - $14.4K
|
12.2K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
62+ 5.45% |
$10.1K - $13.7K
|
1.2K
$206K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
57+ 0.58% |
$9.27K - $12.6K
|
9.84K
$1.69M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57+ 0.18% |
$9.27K - $12.6K
|
31.1K
$5.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
56+ 3.29% |
$9.1K - $12.4K
|
1.76K
$302K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
55New |
$8.94K - $12.2K
|
55
$9.46K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54+ 2.56% |
$8.78K - $12K
|
2.16K
$371K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
52+ 0.03% |
$8.45K - $11.5K
|
201K
$34.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 12.78% |
$8.29K - $11.3K
|
450
$77.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
50+ 3.63% |
$8.13K - $11.1K
|
1.43K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
49New |
$7.96K - $10.9K
|
49
$8.43K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
48+ 0.75% |
$7.8K - $10.6K
|
6.42K
$1.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
46+ 85.19% |
$7.48K - $10.2K
|
100
$17.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 2.44% |
$7.31K - $9.97K
|
1.89K
$325K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
45+ 0.54% |
$7.31K - $9.97K
|
8.39K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
42New |
$6.83K - $9.31K
|
42
$7.22K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 30.58% |
$6.01K - $8.2K
|
158
$27.2K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
34+ 0.49% |
$5.53K - $7.54K
|
7.02K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 0.5% |
$5.36K - $7.31K
|
6.7K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
31New |
$5.04K - $6.87K
|
31
$5.33K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 19.35% |
$4.88K - $6.65K
|
185
$31.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
29+ 0.34% |
$4.71K - $6.43K
|
8.52K
$1.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
27New |
$4.39K - $5.98K
|
27
$4.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
24+ 126.32% |
$3.9K - $5.32K
|
43
$7.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
24+ 0.07% |
$3.9K - $5.32K
|
32.5K
$5.59M
|