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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 9.71% |
$206K - $265K
|
11.7K
$2.14M
|
|
|
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
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.02K+ 5384.21% |
$167K - $215K
|
1.04K
$190K
|
|
|
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
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.11K+ 79.14% |
$181K - $233K
|
2.51K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
27.3K+ 249.79% |
$4.47M - $5.75M
|
38.3K
$6.98M
|
|
|
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
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-432- 1.07% |
$70.7K - $90.8K
|
40.1K
$7.31M
|
|
|
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
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
789+ 18.64% |
$129K - $166K
|
5.02K
$915K
|
|
|
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
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
29New |
$4.74K - $6.1K
|
29
$5.28K
|
|
|
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
|
Congress Asset Management CO
|
BUY
|
- |
3.45K+ 147.35% |
$564K - $724K
|
5.78K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
98+ 6.61% |
$16K - $20.6K
|
1.58K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.48K- 25.21% |
$406K - $522K
|
7.37K
$1.34M
|
|
|
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
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.12% |
$2.45K - $3.15K
|
12.1K
$2.21M
|
|
|
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
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.19K+ 3.96% |
$195K - $250K
|
31.2K
$5.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
22+ 0.92% |
$3.6K - $4.62K
|
2.42K
$440K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.59% |
$654 - $841
|
256
$46.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 306.25% |
$40.1K - $51.5K
|
325
$59.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3+ 0.24% |
$491 - $631
|
1.25K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-274- 3.45% |
$44.8K - $57.6K
|
7.68K
$1.4M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-400- 17.72% |
$65.4K - $84.1K
|
1.86K
$338K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.96K - $2.52K
|
12
$2.19K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.01K+ 252.93% |
$656K - $843K
|
5.59K
$1.02M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-38.7K- 42.74% |
$5.33M - $6.76M
|
51.9K
$9.46M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 37.81% |
$12M - $15.2M
|
318K
$58M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-23- 1.2% |
$3.17K - $4.01K
|
1.9K
$346K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.01K- 41.31% |
$827K - $1.05M
|
8.54K
$1.56M
|
|