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 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
249+ 105.51% |
$32K - $70K
|
485
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.11K+ 91.08% |
$143K - $313K
|
2.34K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
213K+ 103.12% |
$27.3M - $59.8M
|
419K
$90M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.11KNew |
$270K - $591K
|
2.11K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
796+ 69.82% |
$102K - $224K
|
1.94K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$771 - $1.69K
|
6
$1.29K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 104.42% |
$1.99M - $4.36M
|
30.4K
$6.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.55K+ 92.76% |
$585K - $1.28M
|
9.46K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.66KNew |
$470K - $1.03M
|
3.66K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
826+ 100.0% |
$106K - $232K
|
1.65K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
2.05K+ 141.36% |
$264K - $577K
|
3.51K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.38K+ 123.41% |
$177K - $388K
|
2.5K
$537K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
162+ 182.02% |
$20.8K - $45.5K
|
251
$53.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99K+ 87.71% |
$256K - $559K
|
4.26K
$915K
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-3.98K- 1.81% |
$511K - $1.12M
|
216K
$46.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$42.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.36K+ 150.74% |
$303K - $662K
|
3.92K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
467K+ 84.51% |
$60M - $131M
|
1.02M
$219M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.6K+ 101.1% |
$2.77M - $6.07M
|
43K
$9.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
5.88K+ 91.01% |
$756K - $1.65M
|
12.3K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
22.8K+ 95.0% |
$2.93M - $6.41M
|
46.8K
$10M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2K+ 100.0% |
$257K - $562K
|
4K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.7K+ 100.06% |
$3.68M - $8.05M
|
57.3K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
29.9K+ 90.87% |
$3.84M - $8.41M
|
62.8K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
297+ 100.0% |
$38.2K - $83.4K
|
594
$128K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.97K+ 100.0% |
$766K - $1.68M
|
11.9K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.15K+ 115.13% |
$277K - $605K
|
4.03K
$864K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
213K+ 212.4% |
$27.4M - $59.9M
|
313K
$67.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
298New |
$38.3K - $83.7K
|
298
$64K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 100.0% |
$3.98K - $8.71K
|
62
$13.3K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$5.58K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 72.53% |
$17K - $37.1K
|
314
$67.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.26K+ 100.0% |
$161K - $353K
|
2.51K
$539K
|
|
|
Oct 29, 2024
Q3 2024
|
Hs Management Partners, LLC
New York, NY |
BUY
|
- |
220K+ 120.98% |
$28.2M - $61.7M
|
401K
$86.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$21.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 82.91% |
$133K - $290K
|
2.28K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
25K+ 2062.71% |
$3.21M - $7.02M
|
26.2K
$5.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
400+ 94.12% |
$51.4K - $112K
|
825
$177K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17.8K+ 122.39% |
$2.29M - $5M
|
32.3K
$6.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.89K+ 97.25% |
$499K - $1.09M
|
7.88K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
57.3K+ 112.26% |
$7.36M - $16.1M
|
108K
$23.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$42.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.66K+ 112.78% |
$1.11M - $2.43M
|
16.3K
$3.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 100.0% |
$9.25K - $20.2K
|
144
$30.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 83.33% |
$6.42M - $14M
|
110K
$23.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$775K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.6K+ 95.93% |
$4.06M - $8.88M
|
64.6K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 100.0% |
$339K - $741K
|
5.27K
$1.13M
|