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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.2KNew |
$196K - $252K
|
1.2K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.45K- 5.58% |
$1.06M - $1.36M
|
109K
$19.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
1.67KNew |
$273K - $350K
|
1.67K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13New |
$2.13K - $2.73K
|
13
$2.37K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
178+ 10.79% |
$29.1K - $37.4K
|
1.83K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.24K- 97.89% |
$531K - $682K
|
70
$12.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.54KNew |
$416K - $535K
|
2.54K
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-508- 17.76% |
$83.1K - $107K
|
2.35K
$429K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-260Closed |
$42.5K - $54.7K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-513- 8.12% |
$83.9K - $108K
|
5.81K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$654 - $841
|
4
$729
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-21.3K- 24.01% |
$3.49M - $4.48M
|
67.4K
$12.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.4K- 4.65% |
$1.7M - $2.18M
|
213K
$38.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
133+ 9.59% |
$21.8K - $28K
|
1.52K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.2KNew |
$524K - $673K
|
3.2K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$184K - $237K
|
1.13K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 34.36% |
$211K - $271K
|
5.05K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
541+ 65.18% |
$88.5K - $114K
|
1.37K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36K- 30.37% |
$5.88M - $7.56M
|
82.4K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18+ 0.69% |
$2.95K - $3.78K
|
2.64K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.26K- 11.43% |
$206K - $265K
|
9.77K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-724- 6.32% |
$118K - $152K
|
10.7K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-98- 6.81% |
$16K - $20.6K
|
1.34K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-350- 1.92% |
$57.3K - $73.6K
|
17.9K
$3.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
74New |
$12.1K - $15.6K
|
74
$13.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-126K- 48.74% |
$20.6M - $26.5M
|
132K
$24.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 27.3% |
$4.23M - $5.44M
|
121K
$22M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.04KNew |
$170K - $219K
|
1.04K
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Grace & White Inc
|
SELL
|
- |
-150- 0.27% |
$24.5K - $31.5K
|
55.4K
$10.1M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-578- 1.94% |
$94.6K - $121K
|
29.2K
$5.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.54K+ 33.4% |
$579K - $744K
|
14.1K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-105- 0.37% |
$17.2K - $22.1K
|
28.2K
$5.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
30+ 9.65% |
$4.91K - $6.31K
|
341
$62.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-37- 0.07% |
$6.05K - $7.78K
|
53.6K
$9.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-131- 4.68% |
$21.4K - $27.5K
|
2.67K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 19.15% |
$1.77M - $2.27M
|
45.6K
$8.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-10.2K- 22.62% |
$1.67M - $2.14M
|
34.9K
$6.36M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-350- 17.59% |
$57.3K - $73.6K
|
1.64K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-142K- 24.06% |
$23.3M - $29.9M
|
449K
$81.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.77K+ 69.33% |
$617K - $793K
|
9.21K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 5.27% |
$16.7K - $21.4K
|
1.83K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-47- 0.87% |
$7.69K - $9.88K
|
5.36K
$976K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.29K- 17.13% |
$537K - $691K
|
15.9K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.15KNew |
$189K - $243K
|
1.15K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.4KNew |
$229K - $294K
|
1.4K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 12.82% |
$1.64K - $2.1K
|
88
$16K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-333- 15.45% |
$54.5K - $70K
|
1.82K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.4K- 25.43% |
$2.85M - $3.66M
|
51.1K
$9.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-91- 2.6% |
$14.9K - $19.1K
|
3.42K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-768- 2.54% |
$126K - $161K
|
29.5K
$5.38M
|
|