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 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
|
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 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
|
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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19KNew |
$195K - $250K
|
1.19K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.46K- 7.27% |
$239K - $308K
|
18.7K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
45+ 3.55% |
$7.36K - $9.46K
|
1.31K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3+ 0.01% |
$491 - $631
|
24.1K
$4.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.38% |
$1.47K - $1.89K
|
2.33K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.11KNew |
$182K - $234K
|
1.11K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 1.03% |
$3.11K - $3.99K
|
1.87K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.76KNew |
$615K - $790K
|
3.76K
$685K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-457K- 94.63% |
$74.8M - $96.1M
|
25.9K
$4.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
444+ 13.43% |
$72.6K - $93.3K
|
3.75K
$684K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-127- 2.05% |
$20.8K - $26.7K
|
6.06K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.33% |
$3.44K - $4.41K
|
6.31K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
144+ 22.09% |
$23.6K - $30.3K
|
796
$145K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-105- 2.69% |
$17.2K - $22.1K
|
3.81K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.39K- 8.51% |
$227K - $291K
|
14.9K
$2.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-588- 3.18% |
$96.2K - $124K
|
17.9K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
487+ 2.0% |
$79.7K - $102K
|
24.9K
$4.53M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
98+ 6.61% |
$16K - $20.6K
|
1.58K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
21+ 0.42% |
$3.44K - $4.41K
|
5.06K
$922K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-10.2K- 11.42% |
$1.66M - $2.14M
|
78.8K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-276- 9.92% |
$45.2K - $58K
|
2.51K
$457K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$164 - $210
|
9
$1.64K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
558K+ 184.31% |
$91.4M - $117M
|
861K
$157M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-445- 3.38% |
$72.8K - $93.5K
|
12.7K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-983- 33.75% |
$161K - $207K
|
1.93K
$352K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.22% |
$818 - $1.05K
|
414
$75.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 6.91% |
$2.13K - $2.73K
|
201
$36.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13KNew |
$184K - $237K
|
1.13K
$205K
|
|