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 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
480New |
$69.2K - $99.1K
|
480
$83.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
470+ 19.67% |
$67.8K - $97K
|
2.86K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
460+ 8.79% |
$66.3K - $95K
|
5.69K
$990K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
457+ 2.57% |
$65.9K - $94.4K
|
18.2K
$3.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
451+ 1.42% |
$65K - $93.1K
|
32.1K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
447+ 8.59% |
$64.5K - $92.3K
|
5.65K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
440+ 43.31% |
$63.5K - $90.8K
|
1.46K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
432+ 18.98% |
$62.3K - $89.2K
|
2.71K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
382+ 26.06% |
$55.1K - $78.9K
|
1.85K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
382+ 0.6% |
$55.1K - $78.9K
|
64.1K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
362+ 6.01% |
$52.2K - $74.7K
|
6.39K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
345+ 19.87% |
$49.8K - $71.2K
|
2.08K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
337+ 3.45% |
$48.6K - $69.6K
|
10.1K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
320+ 4.64% |
$46.2K - $66.1K
|
7.22K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
320+ 13.15% |
$46.2K - $66.1K
|
2.75K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
305+ 0.84% |
$44K - $63K
|
36.7K
$6.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 2.55% |
$43.3K - $61.9K
|
12.1K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300New |
$43.3K - $61.9K
|
300
$52.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
282+ 3.43% |
$40.7K - $58.2K
|
8.51K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
280+ 8.27% |
$40.4K - $57.8K
|
3.67K
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
279+ 3.63% |
$40.2K - $57.6K
|
7.96K
$1.39M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
275New |
$39.7K - $56.8K
|
275
$47.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
272+ 82.67% |
$39.2K - $56.2K
|
601
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
269New |
$38.8K - $55.5K
|
269
$46.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
263New |
$37.9K - $54.3K
|
263
$45.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
249+ 1.76% |
$35.9K - $51.4K
|
14.4K
$2.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
244New |
$35.2K - $50.4K
|
244
$42.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
237+ 3.47% |
$34.2K - $48.9K
|
7.07K
$1.23M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
236New |
$34K - $48.7K
|
236
$41.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
235+ 9.31% |
$33.9K - $48.5K
|
2.76K
$480K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
230+ 10.8% |
$33.2K - $47.5K
|
2.36K
$410K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
204+ 6.83% |
$29.4K - $42.1K
|
3.19K
$555K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
198+ 0.81% |
$28.6K - $40.9K
|
24.8K
$4.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
185+ 0.52% |
$26.7K - $38.2K
|
35.7K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
162+ 1.37% |
$23.4K - $33.4K
|
12K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
161+ 0.52% |
$23.2K - $33.2K
|
31.1K
$5.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
156+ 5.03% |
$22.5K - $32.2K
|
3.26K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
154+ 1.13% |
$22.2K - $31.8K
|
13.8K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
151+ 0.12% |
$21.8K - $31.2K
|
127K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134+ 3.72% |
$19.3K - $27.7K
|
3.74K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
134+ 0.21% |
$19.3K - $27.7K
|
64K
$11.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
125New |
$18K - $25.8K
|
125
$21.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
117New |
$16.9K - $24.2K
|
117
$20.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
116+ 0.99% |
$16.7K - $23.9K
|
11.9K
$2.06M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
115New |
$16.6K - $23.7K
|
115
$20K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
112+ 0.76% |
$16.2K - $23.1K
|
14.8K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
109+ 1.24% |
$15.7K - $22.5K
|
8.88K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
100New |
$14.4K - $20.6K
|
100
$17.4K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.65% |
$14.4K - $20.6K
|
15.4K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.55% |
$14.4K - $20.6K
|
18.1K
$3.15M
|