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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$1.87K - $2.68K
|
13
$2.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$1.87K - $2.68K
|
13
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 9.63% |
$1.87K - $2.68K
|
148
$25.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13New |
$1.87K - $2.68K
|
13
$2.26K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12+ 0.1% |
$1.73K - $2.48K
|
12.1K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 85.71% |
$1.73K - $2.48K
|
26
$4.52K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12+ 0.53% |
$1.73K - $2.48K
|
2.27K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.59K - $2.27K
|
11
$1.91K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 900.0% |
$1.3K - $1.86K
|
10
$1.74K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 300.0% |
$1.3K - $1.86K
|
12
$2.09K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$1.3K - $1.86K
|
9
$1.57K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.44% |
$1.01K - $1.45K
|
1.61K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 1.9% |
$865 - $1.24K
|
322
$56K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 46.15% |
$865 - $1.24K
|
19
$3.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.55% |
$721 - $1.03K
|
911
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.07% |
$721 - $1.03K
|
473
$82.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$721 - $1.03K
|
5
$870
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.19% |
$721 - $1.03K
|
2.68K
$467K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 26.67% |
$577 - $826
|
19
$3.31K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 17.65% |
$433 - $619
|
20
$3.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.12% |
$433 - $619
|
2.49K
$433K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$433 - $619
|
3
$522
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3+ 2.22% |
$433 - $619
|
138
$24K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.54% |
$433 - $619
|
561
$97.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.08% |
$288 - $413
|
51
$8.87K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.11% |
$144 - $206
|
917
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$144 - $206
|
1
$174
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1New |
$144 - $206
|
1
$174
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$144 - $206
|
1
$174
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$144 - $206
|
1
$174
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.87% |
$144 - $206
|
116
$20.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$144 - $206
|
1
$174
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$144 - $206
|
10.6K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$144 - $206
|
2.15K
$374K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-2- 0.1% |
$288 - $413
|
2.09K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 11.11% |
$288 - $413
|
16
$2.78K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 20.0% |
$288 - $413
|
8
$1.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3- 0.21% |
$433 - $619
|
1.4K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 2.16% |
$433 - $619
|
136
$23.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 13.16% |
$721 - $1.03K
|
33
$5.74K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8- 0.51% |
$1.15K - $1.65K
|
1.56K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-9- 19.57% |
$1.3K - $1.86K
|
37
$6.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.07% |
$1.44K - $2.06K
|
13.7K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 18.18% |
$1.44K - $2.06K
|
45
$7.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-13- 24.53% |
$1.87K - $2.68K
|
40
$6.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-15- 0.24% |
$2.16K - $3.1K
|
6.2K
$1.08M
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.03% |
$2.16K - $3.1K
|
50K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 9.04% |
$2.16K - $3.1K
|
151
$26.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-15- 0.33% |
$2.16K - $3.1K
|
4.54K
$790K
|