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 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-661- 8.61% |
$120K - $132K
|
7.02K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-61K- 74.06% |
$11.1M - $12.2M
|
21.4K
$3.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4.5K- 77.81% |
$817K - $898K
|
1.28K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
89.8K+ 10.17% |
$16.3M - $17.9M
|
973K
$177M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
260+ 10.77% |
$47.2K - $51.9K
|
2.68K
$487K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 56.22% |
$5.35M - $5.89M
|
23K
$4.19M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
547+ 3.08% |
$99.3K - $109K
|
18.3K
$3.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
675+ 34.87% |
$122K - $135K
|
2.61K
$476K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 22.22% |
$5.81K - $6.39K
|
176
$32.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
55+ 0.53% |
$9.98K - $11K
|
10.4K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7- 24.14% |
$1.27K - $1.4K
|
22
$4.01K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
342+ 1.96% |
$62.1K - $68.3K
|
17.8K
$3.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
537+ 15.95% |
$97.4K - $107K
|
3.9K
$711K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
4New |
$726 - $799
|
4
$729
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-11- 55.0% |
$2K - $2.2K
|
9
$1.64K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 3.26% |
$3.63K - $3.99K
|
593
$108K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 5.38% |
$17.8K - $19.6K
|
1.73K
$314K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
29+ 1.68% |
$5.26K - $5.79K
|
1.76K
$320K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-10- 0.43% |
$1.81K - $2K
|
2.3K
$420K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
100+ 1.42% |
$18.1K - $20K
|
7.16K
$1.3M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-168- 29.84% |
$30.5K - $33.5K
|
395
$72K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47- 1.34% |
$8.53K - $9.38K
|
3.46K
$630K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.64K+ 106.51% |
$1.25M - $1.61M
|
14.8K
$2.7M
|
|
|
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
|
|