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 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.71K+ 81.64% |
$219K - $480K
|
3.8K
$812K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
17.2K+ 98.47% |
$2.2M - $4.82M
|
34.6K
$7.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
883K+ 107.2% |
$113M - $248M
|
1.71M
$365M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.2K+ 100.0% |
$668K - $1.46M
|
10.4K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.39K+ 98.92% |
$307K - $671K
|
4.8K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$17.9K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.02K+ 141.0% |
$131K - $286K
|
1.74K
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 100.0% |
$321K - $702K
|
5K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
47+ 73.44% |
$6.04K - $13.2K
|
111
$23.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
2.08K+ 101.86% |
$267K - $585K
|
4.12K
$881K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.2K+ 92.46% |
$2.72M - $5.96M
|
44.1K
$9.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
48.4K+ 120.24% |
$6.21M - $13.6M
|
88.6K
$18.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
85.9K+ 117.12% |
$11M - $24.1M
|
159K
$34M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.32K+ 771.67% |
$297K - $650K
|
2.62K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
303+ 64.47% |
$38.9K - $85.1K
|
773
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.09K- 46.17% |
$140K - $307K
|
1.27K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.91K+ 106.72% |
$245K - $536K
|
3.69K
$789K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.04K+ 97.09% |
$390K - $853K
|
6.17K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$642 - $1.4K
|
5
$1.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$41.9K - $91.6K
|
326
$69.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.56K+ 111.43% |
$328K - $718K
|
4.85K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
86.1K+ 99.39% |
$11.1M - $24.2M
|
173K
$36.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
58.9K+ 94.09% |
$7.57M - $16.6M
|
122K
$26M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.06K+ 100.0% |
$394K - $861K
|
6.13K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
87.4K+ 163.36% |
$11.2M - $24.5M
|
141K
$30.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
12.1K+ 75.74% |
$1.55M - $3.39M
|
28K
$5.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$25.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$35.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
27.5K+ 65.34% |
$3.53M - $7.72M
|
69.5K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 35.48% |
$4.24K - $9.27K
|
60
$12.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.46KNew |
$959K - $2.1M
|
7.46K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 197.73% |
$11.2K - $24.4K
|
131
$28K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.3KNew |
$2.61M - $5.7M
|
20.3K
$4.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
138K+ 83.39% |
$17.7M - $38.8M
|
304K
$64.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
129K+ 110.49% |
$16.5M - $36.1M
|
245K
$52.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
100New |
$12.8K - $28.1K
|
100
$21.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.33KNew |
$685K - $1.5M
|
5.33K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.9K- 11.8% |
$244K - $534K
|
14.2K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.64K+ 105.36% |
$339K - $740K
|
5.14K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 94.28% |
$140K - $306K
|
2.24K
$479K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$181K - $395K
|
1.41K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 71.11% |
$4.11K - $8.99K
|
77
$16.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 116.35% |
$450K - $984K
|
6.51K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9K+ 186.0% |
$630K - $1.38M
|
7.54K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.22K+ 110.61% |
$543K - $1.19M
|
8.04K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
6K+ 100.0% |
$771K - $1.69M
|
12K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
685+ 93.2% |
$88K - $192K
|
1.42K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
867+ 101.05% |
$111K - $244K
|
1.73K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72KNew |
$221K - $483K
|
1.72K
$368K
|