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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-603- 40.17% |
$98.7K - $127K
|
898
$164K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 10.03% |
$11.1K - $14.3K
|
746
$136K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49+ 1.81% |
$8.02K - $10.3K
|
2.75K
$502K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-16.9K- 10.37% |
$2.77M - $3.56M
|
146K
$26.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 4.43% |
$1.96K - $2.52K
|
259
$47.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-18.5K- 52.15% |
$3.03M - $3.89M
|
17K
$3.09M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17K+ 13.72% |
$191K - $245K
|
9.67K
$1.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.13K- 27.83% |
$348K - $447K
|
5.52K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.23K- 2.67% |
$201K - $259K
|
45K
$8.19M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-848- 6.96% |
$139K - $178K
|
11.3K
$2.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-140- 7.56% |
$22.9K - $29.4K
|
1.71K
$312K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
200+ 0.87% |
$32.7K - $42K
|
23.2K
$4.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.3K+ 3.46% |
$4.64M - $5.96M
|
847K
$154M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-13- 0.34% |
$2.13K - $2.73K
|
3.8K
$693K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 23.08% |
$49.1K - $63.1K
|
1K
$182K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.36K+ 7.54% |
$1.2M - $1.55M
|
105K
$19.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.7K- 75.58% |
$442K - $567K
|
872
$159K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.06KNew |
$173K - $222K
|
1.06K
$193K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6.82KNew |
$1.12M - $1.43M
|
6.82K
$1.24M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.76K- 2.86% |
$615K - $790K
|
128K
$23.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.92K- 78.43% |
$641K - $824K
|
1.08K
$196K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2New |
$327 - $420
|
2
$364
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-80.6K- 12.9% |
$13.2M - $16.9M
|
544K
$99.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.24KNew |
$367K - $471K
|
2.24K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.47% |
$1.15K - $1.47K
|
1.48K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.54KNew |
$743K - $955K
|
4.54K
$828K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.4K- 6.08% |
$229K - $294K
|
21.6K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.99K+ 548.48% |
$326K - $419K
|
2.35K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
705+ 22.47% |
$115K - $148K
|
3.84K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.7K+ 14.12% |
$1.92M - $2.47M
|
94.8K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4.75K- 45.0% |
$778K - $999K
|
5.81K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-131- 0.61% |
$21.4K - $27.5K
|
21.3K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-85- 1.57% |
$13.9K - $17.9K
|
5.34K
$972K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
396+ 29.33% |
$64.8K - $83.2K
|
1.75K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-69.2K- 84.31% |
$11.3M - $14.6M
|
12.9K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-651- 12.79% |
$107K - $137K
|
4.44K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
11.1KNew |
$1.82M - $2.34M
|
11.1K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.7K+ 794.06% |
$5.18M - $6.65M
|
35.6K
$6.5M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
148K+ 2.47% |
$24.2M - $31.1M
|
6.14M
$1.12B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.03K- 23.8% |
$168K - $215K
|
3.28K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-2.7K- 36.49% |
$442K - $568K
|
4.7K
$857K
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.38K- 0.1% |
$1.53M - $1.97M
|
9.14M
$1.66B
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-55.8K- 14.1% |
$9.13M - $11.7M
|
340K
$61.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.84K+ 5.62% |
$465K - $598K
|
53.5K
$9.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-268K- 36.07% |
$43.8M - $56.3M
|
474K
$86.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-13.9K- 87.97% |
$2.27M - $2.92M
|
1.9K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
467K+ 4142.74% |
$76.4M - $98.1M
|
478K
$87.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-36- 3.07% |
$5.89K - $7.57K
|
1.14K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-28.4K- 78.85% |
$4.65M - $5.98M
|
7.63K
$1.39M
|
|