Latest Institutional Transactions on Williams Sonoma Inc (WSM)
This table provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-4- 0.24% |
$726 - $799
|
1.66K
$303K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-20- 1.38% |
$3.63K - $3.99K
|
1.43K
$261K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-35- 2.79% |
$6.35K - $6.99K
|
1.22K
$222K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
59+ 3.08% |
$10.7K - $11.8K
|
1.98K
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
520New |
$94.4K - $104K
|
520
$94.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.31K- 33.17% |
$600K - $661K
|
6.67K
$1.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.62% |
$54.4K - $59.9K
|
6.2K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
11.5K+ 9.39% |
$2.08M - $2.29M
|
133K
$24.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-87- 0.2% |
$15.8K - $17.4K
|
43.2K
$7.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.76K+ 5.97% |
$501K - $551K
|
49K
$8.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-329- 1.25% |
$59.7K - $65.7K
|
25.9K
$4.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-184- 1.21% |
$33.4K - $36.7K
|
15K
$2.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
48+ 0.38% |
$8.71K - $9.58K
|
12.7K
$2.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17- 0.33% |
$3.08K - $3.39K
|
5.17K
$943K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.85K- 26.58% |
$518K - $570K
|
7.88K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
132+ 2.44% |
$24K - $26.4K
|
5.53K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-254- 10.06% |
$46.1K - $50.7K
|
2.27K
$414K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-38- 2.29% |
$6.9K - $7.59K
|
1.62K
$296K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.0% |
$219K - $241K
|
122K
$22.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 2.56% |
$363 - $399
|
80
$14.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.36% |
$4.17K - $4.59K
|
6.33K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
101New |
$18.3K - $20.2K
|
101
$18.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
832+ 22.0% |
$151K - $166K
|
4.61K
$841K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75+ 5.6% |
$13.6K - $15K
|
1.41K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.5K- 49.74% |
$453K - $499K
|
2.52K
$460K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-108- 0.81% |
$19.6K - $21.6K
|
13.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-667- 48.65% |
$121K - $133K
|
704
$128K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
88+ 0.73% |
$16K - $17.6K
|
12.2K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-357- 1.77% |
$64.8K - $71.3K
|
19.8K
$3.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-461- 1.15% |
$83.6K - $92K
|
39.7K
$7.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.46K- 34.32% |
$990K - $1.09M
|
10.4K
$1.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.89KNew |
$343K - $378K
|
1.89K
$345K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15+ 3.3% |
$2.72K - $2.99K
|
470
$85.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-49- 3.49% |
$8.89K - $9.78K
|
1.36K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-92- 0.43% |
$16.7K - $18.4K
|
21.3K
$3.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
698+ 27.83% |
$127K - $139K
|
3.21K
$584K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
202+ 14.43% |
$36.7K - $40.3K
|
1.6K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-132- 0.87% |
$24K - $26.4K
|
15.1K
$2.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 12.5% |
$2K - $2.2K
|
77
$14K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$363 - $399
|
2
$364
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
4.22K+ 405.09% |
$766K - $843K
|
5.26K
$959K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 29.13% |
$5.44K - $5.99K
|
133
$24.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-855- 3.62% |
$155K - $171K
|
22.7K
$4.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
876+ 2.8% |
$159K - $175K
|
32.1K
$5.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.52% |
$181 - $200
|
67
$12.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.19K+ 5.73% |
$398K - $438K
|
40.5K
$7.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$240K - $264K
|
1.32K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.07% |
$181 - $200
|
1.5K
$274K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-100- 1.54% |
$18.1K - $20K
|
6.4K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-62- 0.53% |
$11.2K - $12.4K
|
11.7K
$2.13M
|
|