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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.13K- 8.71% |
$185K - $238K
|
11.8K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
76+ 111.76% |
$12.4K - $16K
|
144
$26.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
235+ 1236.84% |
$38.5K - $49.4K
|
254
$46.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.34% |
$2.62K - $3.36K
|
4.71K
$859K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-51- 1.5% |
$8.34K - $10.7K
|
3.36K
$612K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 1.3% |
$3.27K - $4.2K
|
1.51K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-483- 4.45% |
$79K - $102K
|
10.4K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$164 - $210
|
1
$182
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-116- 7.9% |
$19K - $24.4K
|
1.35K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.28K- 2.77% |
$209K - $269K
|
44.9K
$8.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.51K+ 37.94% |
$738K - $948K
|
16.4K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.2% |
$818 - $1.05K
|
2.53K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.41% |
$1.64K - $2.1K
|
2.44K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.09K- 62.89% |
$342K - $439K
|
1.23K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
307+ 1.43% |
$50.2K - $64.5K
|
21.7K
$3.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-97- 1.1% |
$15.9K - $20.4K
|
8.74K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
186+ 8.93% |
$30.4K - $39.1K
|
2.27K
$414K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
700+ 0.56% |
$115K - $147K
|
126K
$23M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-65- 3.76% |
$10.6K - $13.7K
|
1.66K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-86- 0.23% |
$14.1K - $18.1K
|
38.1K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
43+ 0.33% |
$7.04K - $9.04K
|
13.2K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$327 - $420
|
4.46K
$813K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
250+ 0.75% |
$40.9K - $52.6K
|
33.6K
$6.13M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-892- 40.25% |
$146K - $187K
|
1.32K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-198- 3.68% |
$32.4K - $41.6K
|
5.19K
$946K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$982 - $1.26K
|
27.1K
$4.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58New |
$9.49K - $12.2K
|
58
$10.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45New |
$7.36K - $9.46K
|
45
$8.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 1.67% |
$65.4K - $84.1K
|
23.6K
$4.3M
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 14.47% |
$115K - $147K
|
5.54K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-301- 6.81% |
$49.2K - $63.3K
|
4.12K
$750K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.2% |
$654 - $841
|
2.01K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 2.86% |
$5.24K - $6.73K
|
1.09K
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.6K- 66.33% |
$1.74M - $2.24M
|
5.4K
$984K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
360+ 1.71% |
$58.9K - $75.7K
|
21.4K
$3.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.04K+ 16.57% |
$333K - $428K
|
14.3K
$2.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-439- 8.9% |
$71.8K - $92.3K
|
4.49K
$819K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5+ 0.45% |
$818 - $1.05K
|
1.1K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-265- 12.24% |
$43.4K - $55.7K
|
1.9K
$346K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-22.2K- 6.34% |
$3.63M - $4.66M
|
328K
$59.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.48K- 9.43% |
$242K - $312K
|
14.2K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30- 2.34% |
$4.91K - $6.31K
|
1.25K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-499- 30.82% |
$81.6K - $105K
|
1.12K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
42+ 0.33% |
$6.87K - $8.83K
|
12.6K
$2.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-40- 0.79% |
$6.54K - $8.41K
|
5.05K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-305- 2.25% |
$49.9K - $64.1K
|
13.3K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19KNew |
$195K - $250K
|
1.19K
$217K
|
|