Purchases and Sales Made in Q4 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 2022. 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 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
64New |
$7.15K - $8.66K
|
64
$12K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
56+ 0.65% |
$6.26K - $7.58K
|
8.71K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
55+ 0.45% |
$6.14K - $7.44K
|
12.2K
$2.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
54+ 0.27% |
$6.03K - $7.31K
|
20.1K
$3.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
51+ 4.59% |
$5.7K - $6.9K
|
1.16K
$218K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50New |
$5.59K - $6.77K
|
50
$9.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
48+ 1.76% |
$5.36K - $6.5K
|
2.78K
$522K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
44+ 1466.67% |
$4.91K - $5.96K
|
47
$8.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$4.36K - $5.28K
|
39
$7.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 42.05% |
$4.13K - $5.01K
|
125
$23.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$3.91K - $4.74K
|
35
$6.57K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 4.57% |
$3.69K - $4.47K
|
755
$142K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
26+ 0.89% |
$2.9K - $3.52K
|
2.94K
$552K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
25+ 0.32% |
$2.79K - $3.38K
|
7.75K
$1.45M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
24New |
$2.68K - $3.25K
|
24
$4.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23New |
$2.57K - $3.11K
|
23
$4.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.65% |
$2.23K - $2.71K
|
3.08K
$578K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
20+ 133.33% |
$2.23K - $2.71K
|
35
$6.57K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
19+ 0.36% |
$2.12K - $2.57K
|
5.3K
$994K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
14+ 0.07% |
$1.56K - $1.9K
|
19.5K
$3.65M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$1.45K - $1.76K
|
13
$2.44K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$1.34K - $1.62K
|
12
$2.25K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 12.0% |
$1.34K - $1.62K
|
112
$21K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 100.0% |
$1.23K - $1.49K
|
22
$4.13K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$1.12K - $1.35K
|
10
$1.88K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7+ 0.01% |
$782 - $948
|
47.1K
$8.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.62% |
$782 - $948
|
1.14K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 13.95% |
$670 - $812
|
49
$9.19K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$670 - $812
|
6
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5New |
$559 - $677
|
5
$938
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$559 - $677
|
5
$938
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.49% |
$447 - $541
|
816
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.16% |
$335 - $406
|
1.87K
$351K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$335 - $406
|
3
$563
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 21.43% |
$335 - $406
|
17
$3.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 100.0% |
$223 - $271
|
4
$751
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$223 - $271
|
301
$56.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$223 - $271
|
301
$56.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.67% |
$223 - $271
|
32
$6K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$112 - $135
|
1
$188
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 7.14% |
$223 - $271
|
26
$4.88K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-4- 0.11% |
$447 - $541
|
3.54K
$664K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 25.0% |
$447 - $541
|
12
$2.25K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-5- 1.49% |
$559 - $677
|
331
$62.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5- 31.25% |
$559 - $677
|
11
$2.06K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 85.71% |
$670 - $812
|
1
$188
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7- 0.86% |
$782 - $948
|
803
$151K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 63.64% |
$782 - $948
|
4
$751
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8- 44.44% |
$894 - $1.08K
|
10
$1.88K
|