Purchases and Sales Made in Q4 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 2023. 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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.13KNew |
$163K - $233K
|
1.13K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
1.12KNew |
$162K - $231K
|
1.12K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.12KNew |
$161K - $231K
|
1.12K
$195K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
1.12KNew |
$161K - $231K
|
1.12K
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 294.96% |
$160K - $230K
|
1.49K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.09KNew |
$157K - $225K
|
1.09K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09KNew |
$157K - $225K
|
1.09K
$190K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.08KNew |
$156K - $224K
|
1.08K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.08KNew |
$155K - $223K
|
1.08K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.07KNew |
$154K - $221K
|
1.07K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.05KNew |
$152K - $217K
|
1.05K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.03KNew |
$149K - $213K
|
1.03K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.03KNew |
$149K - $213K
|
1.03K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.02K+ 56.49% |
$147K - $210K
|
2.82K
$491K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.01KNew |
$146K - $209K
|
1.01K
$176K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$145K - $208K
|
1.01K
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$145K - $207K
|
1.01K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$144K - $206K
|
1K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
993New |
$143K - $205K
|
993
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
990+ 2.26% |
$143K - $204K
|
44.8K
$7.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
936+ 8.92% |
$135K - $193K
|
11.4K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
922+ 5.65% |
$133K - $190K
|
17.2K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
916+ 12.6% |
$132K - $189K
|
8.19K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
869+ 1.59% |
$125K - $179K
|
55.4K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
858+ 56.67% |
$124K - $177K
|
2.37K
$413K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
808+ 6.05% |
$117K - $167K
|
14.2K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
805+ 5.35% |
$116K - $166K
|
15.9K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
800+ 81.05% |
$115K - $165K
|
1.79K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
779New |
$112K - $161K
|
779
$136K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
778+ 383.25% |
$112K - $161K
|
981
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
768+ 16.3% |
$111K - $159K
|
5.48K
$953K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
753+ 6.92% |
$109K - $155K
|
11.6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
724+ 18.24% |
$104K - $149K
|
4.69K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
710New |
$102K - $147K
|
710
$124K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
702+ 1.69% |
$101K - $145K
|
42.2K
$7.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
696+ 171.01% |
$100K - $144K
|
1.1K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
689+ 4.31% |
$99.4K - $142K
|
16.7K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
685+ 33.25% |
$98.8K - $141K
|
2.75K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
681+ 32.27% |
$98.2K - $141K
|
2.79K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
632+ 19.18% |
$91.2K - $130K
|
3.93K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
625+ 5.07% |
$90.1K - $129K
|
13K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
582+ 3.46% |
$83.9K - $120K
|
17.4K
$3.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
573+ 19.35% |
$82.6K - $118K
|
3.53K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
564+ 31.85% |
$81.3K - $116K
|
2.34K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
563New |
$81.2K - $116K
|
563
$98K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
562New |
$81.1K - $116K
|
562
$97.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 19.08% |
$75.7K - $108K
|
3.28K
$570K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
521+ 30.36% |
$75.1K - $108K
|
2.24K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
514+ 0.41% |
$74.1K - $106K
|
127K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
497+ 0.9% |
$71.7K - $103K
|
56K
$9.74M
|