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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$3.25K - $4.43K
|
20
$3.44K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20New |
$3.25K - $4.43K
|
20
$3.44K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
19+ 0.15% |
$3.09K - $4.21K
|
12.8K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
18+ 51.43% |
$2.93K - $3.99K
|
53
$9.11K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 2.22% |
$2.76K - $3.77K
|
784
$135K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
17+ 0.55% |
$2.76K - $3.77K
|
3.1K
$533K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$2.6K - $3.55K
|
16
$2.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.92% |
$2.6K - $3.55K
|
1.76K
$303K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 8.57% |
$2.44K - $3.32K
|
190
$32.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 45.16% |
$2.28K - $3.1K
|
45
$7.74K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
14New |
$2.28K - $3.1K
|
14
$2.41K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13New |
$2.11K - $2.88K
|
13
$2.24K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 1.53% |
$1.95K - $2.66K
|
797
$137K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 3.01% |
$1.95K - $2.66K
|
411
$70.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
11+ 1.59% |
$1.79K - $2.44K
|
705
$121K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10New |
$1.63K - $2.22K
|
10
$1.72K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.63K - $2.22K
|
10
$1.72K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.46K - $1.99K
|
3.01K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8+ 0.25% |
$1.3K - $1.77K
|
3.16K
$543K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8New |
$1.3K - $1.77K
|
8
$1.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.16% |
$1.14K - $1.55K
|
4.39K
$755K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 1.52% |
$1.14K - $1.55K
|
467
$80.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$650 - $887
|
4
$688
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.36% |
$650 - $887
|
1.11K
$191K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
4+ 0.2% |
$650 - $887
|
2.04K
$351K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
4+ 0.07% |
$650 - $887
|
5.48K
$942K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$650 - $887
|
4
$688
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3+ 0.02% |
$488 - $665
|
13.2K
$2.27M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 18.75% |
$488 - $665
|
19
$3.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$488 - $665
|
3
$516
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3New |
$488 - $665
|
3
$516
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.09% |
$325 - $443
|
2.19K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 14.29% |
$325 - $443
|
16
$2.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.74% |
$325 - $443
|
75
$12.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.22% |
$325 - $443
|
92
$15.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.05% |
$163 - $222
|
2.05K
$353K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
1+ 12.5% |
$163 - $222
|
9
$1.55K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$163 - $222
|
227
$39K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3- 42.86% |
$488 - $665
|
4
$688
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7- 0.45% |
$1.14K - $1.55K
|
1.56K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.38% |
$1.3K - $1.77K
|
2.09K
$359K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8Closed |
$1.3K - $1.77K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-9- 0.38% |
$1.46K - $1.99K
|
2.36K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$1.63K - $2.22K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13Closed |
$2.11K - $2.88K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
SELL
|
- |
-13- 17.11% |
$2.11K - $2.88K
|
63
$10.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-14- 1.31% |
$2.28K - $3.1K
|
1.06K
$182K
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-15- 1.23% |
$2.44K - $3.32K
|
1.2K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-18- 1.46% |
$2.93K - $3.99K
|
1.22K
$209K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-18- 4.4% |
$2.93K - $3.99K
|
391
$67.2K
|