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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
530New |
$86.7K - $111K
|
530
$96.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
231K+ 30.22% |
$37.9M - $48.7M
|
997K
$182M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-434- 27.66% |
$71K - $91.2K
|
1.14K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
SELL
|
- |
-11.8K- 77.07% |
$1.93M - $2.48M
|
3.51K
$639K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-458- 39.38% |
$74.9K - $96.3K
|
705
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.32K+ 24.88% |
$379K - $487K
|
11.6K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.2KNew |
$196K - $252K
|
1.2K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-12.9K- 35.49% |
$2.11M - $2.71M
|
23.4K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2Closed |
$327 - $420
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
128+ 6.24% |
$20.9K - $26.9K
|
2.18K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 66.67% |
$654 - $841
|
10
$1.82K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
483+ 2300.0% |
$79K - $102K
|
504
$91.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-248- 3.33% |
$40.6K - $52.1K
|
7.19K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.32K+ 34.32% |
$379K - $487K
|
9.07K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
508+ 7.85% |
$83.1K - $107K
|
6.98K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-198- 15.57% |
$32.4K - $41.6K
|
1.07K
$196K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 0.19% |
$491 - $631
|
1.57K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
445+ 23.43% |
$72.8K - $93.5K
|
2.34K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8K+ 5.09% |
$3.07M - $3.94M
|
387K
$70.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.82KNew |
$298K - $383K
|
1.82K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-61- 1.9% |
$9.98K - $12.8K
|
3.15K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.26K- 70.12% |
$696K - $894K
|
1.81K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 2.65% |
$1.47K - $1.89K
|
331
$60.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.95KNew |
$483K - $620K
|
2.95K
$537K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-343- 14.23% |
$56.1K - $72.1K
|
2.07K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.96K+ 51.51% |
$812K - $1.04M
|
14.6K
$2.66M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.56K- 13.59% |
$254K - $327K
|
9.89K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
31.7K+ 8.36% |
$5.18M - $6.66M
|
411K
$74.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-41- 0.45% |
$6.71K - $8.62K
|
9.15K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.08K- 16.4% |
$667K - $857K
|
20.8K
$3.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3KNew |
$212K - $272K
|
1.3K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
52.4KNew |
$8.57M - $11M
|
52.4K
$9.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.34K+ 14.02% |
$382K - $491K
|
19K
$3.46M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.29K- 5.39% |
$702K - $902K
|
75.3K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
289+ 5.24% |
$47.3K - $60.7K
|
5.81K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 14.29% |
$818 - $1.05K
|
40
$7.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$164 - $210
|
8.2K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
36+ 4.5% |
$5.89K - $7.57K
|
836
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 1.63% |
$24.7K - $31.7K
|
9.42K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-75- 3.82% |
$12.3K - $15.8K
|
1.89K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
65+ 2.74% |
$10.6K - $13.7K
|
2.44K
$444K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
96+ 0.27% |
$15.7K - $20.2K
|
36.2K
$6.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-388- 15.67% |
$63.5K - $81.6K
|
2.09K
$381K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-238- 18.87% |
$38.9K - $50K
|
1.02K
$186K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.31KNew |
$214K - $275K
|
1.31K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.05% |
$164 - $210
|
1.87K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
33.6K+ 10.34% |
$5.49M - $7.05M
|
358K
$65.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
8+ 0.16% |
$1.31K - $1.68K
|
4.95K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
5.36KNew |
$877K - $1.13M
|
5.36K
$977K
|
|