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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 63.64% |
$782 - $948
|
4
$606
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8- 44.44% |
$894 - $1.08K
|
10
$1.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12- 0.54% |
$1.34K - $1.62K
|
2.19K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14- 31.82% |
$1.56K - $1.9K
|
30
$4.54K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-17- 38.64% |
$1.9K - $2.3K
|
27
$4.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 32.73% |
$2.01K - $2.44K
|
37
$5.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 19.79% |
$2.12K - $2.57K
|
77
$11.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 10.5% |
$2.35K - $2.84K
|
179
$27.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-22- 30.99% |
$2.46K - $2.98K
|
49
$7.42K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-22- 13.02% |
$2.46K - $2.98K
|
147
$22.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 1.62% |
$3.35K - $4.06K
|
1.82K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30- 76.92% |
$3.35K - $4.06K
|
9
$1.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-34- 0.12% |
$3.8K - $4.6K
|
27.8K
$4.2M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-40- 86.96% |
$4.47K - $5.41K
|
6
$908
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.32% |
$4.69K - $5.69K
|
13.1K
$1.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-52- 13.68% |
$5.81K - $7.04K
|
328
$49.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-67- 76.14% |
$7.48K - $9.07K
|
21
$3.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-69- 0.74% |
$7.71K - $9.34K
|
9.31K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-73- 1.77% |
$8.15K - $9.88K
|
4.04K
$612K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-85- 12.76% |
$9.49K - $11.5K
|
581
$88K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-88- 0.12% |
$9.83K - $11.9K
|
73.3K
$11.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-94- 5.72% |
$10.5K - $12.7K
|
1.55K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-95- 62.5% |
$10.6K - $12.9K
|
57
$8.63K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-98- 4.1% |
$10.9K - $13.3K
|
2.29K
$347K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-100- 11.72% |
$11.2K - $13.5K
|
753
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-106- 3.36% |
$11.8K - $14.3K
|
3.05K
$462K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-109- 0.57% |
$12.2K - $14.8K
|
18.9K
$2.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-111- 82.84% |
$12.4K - $15K
|
23
$3.48K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-143- 2.68% |
$16K - $19.4K
|
5.18K
$785K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-144- 1.67% |
$16.1K - $19.5K
|
8.5K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-145- 2.33% |
$16.2K - $19.6K
|
6.07K
$919K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-148- 2.36% |
$16.5K - $20K
|
6.13K
$928K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-157- 1.03% |
$17.5K - $21.3K
|
15K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-177- 18.25% |
$19.8K - $24K
|
793
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-190- 2.42% |
$21.2K - $25.7K
|
7.67K
$1.16M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-200- 1.31% |
$22.3K - $27.1K
|
15.1K
$2.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 26.31% |
$22.5K - $27.2K
|
563
$85.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-201- 1.22% |
$22.5K - $27.2K
|
16.3K
$2.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-204- 49.76% |
$22.8K - $27.6K
|
206
$31.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-209- 9.67% |
$23.3K - $28.3K
|
1.95K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 2.82% |
$23.8K - $28.8K
|
7.34K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-215- 4.37% |
$24K - $29.1K
|
4.7K
$712K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-219- 35.1% |
$24.5K - $29.6K
|
405
$61.3K
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-219- 0.18% |
$24.5K - $29.6K
|
124K
$18.8M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-220- 2.3% |
$24.6K - $29.8K
|
9.34K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-221- 4.39% |
$24.7K - $29.9K
|
4.81K
$729K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-229- 0.3% |
$25.6K - $31K
|
76.4K
$11.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-252- 5.89% |
$28.1K - $34.1K
|
4.02K
$609K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-280- 11.1% |
$31.3K - $37.9K
|
2.24K
$340K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-296- 0.9% |
$33.1K - $40.1K
|
32.4K
$4.91M
|