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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 125.0% |
$688 - $872
|
9
$1.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.75KNew |
$241K - $305K
|
1.75K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
9New |
$1.24K - $1.57K
|
9
$1.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
33.4KNew |
$4.6M - $5.83M
|
33.4K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$826 - $1.05K
|
6
$1.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.54K+ 48.28% |
$212K - $269K
|
4.73K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$6.61K - $8.37K
|
48
$8.75K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.05KNew |
$145K - $183K
|
1.05K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
112KNew |
$15.4M - $19.5M
|
112K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$413 - $523
|
3
$547
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.01KNew |
$139K - $176K
|
1.01K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.01KNew |
$139K - $176K
|
1.01K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.54KNew |
$349K - $442K
|
2.54K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
776+ 41.9% |
$107K - $135K
|
2.63K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
228+ 7.88% |
$31.4K - $39.8K
|
3.12K
$569K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.5KNew |
$344K - $436K
|
2.5K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102+ 130.77% |
$14K - $17.8K
|
180
$32.8K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.45K+ 80.61% |
$612K - $775K
|
9.96K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.7KNew |
$1.47M - $1.87M
|
10.7K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 63.16% |
$1.65K - $2.09K
|
31
$5.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
147K+ 165.46% |
$20.3M - $25.7M
|
237K
$43.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.45KNew |
$199K - $253K
|
1.45K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 566.67% |
$2.34K - $2.97K
|
20
$3.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
870+ 31.46% |
$120K - $152K
|
3.64K
$662K
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
SELL
|
- |
-3K- 1.4% |
$413K - $523K
|
212K
$38.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 180.0% |
$1.24K - $1.57K
|
14
$2.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.86% |
$4.27K - $5.41K
|
3.56K
$649K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8- 66.67% |
$1.1K - $1.4K
|
4
$729
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 3.98% |
$10.3K - $13.1K
|
1.81K
$330K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
97New |
$13.3K - $16.9K
|
97
$17.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
52.6K+ 14.87% |
$7.24M - $9.18M
|
406K
$74M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-7- 0.03% |
$963 - $1.22K
|
21.6K
$3.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.61% |
$1.51K - $1.92K
|
1.8K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$413 - $523
|
3
$547
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 41.38% |
$165K - $209K
|
1.7K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-14.2K- 82.41% |
$1.95M - $2.47M
|
3.02K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 38.46% |
$688 - $872
|
8
$1.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 38.46% |
$688 - $872
|
8
$1.46K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 11.54% |
$413 - $523
|
29
$5.28K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.43KNew |
$335K - $424K
|
2.43K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.14K+ 82.47% |
$569K - $721K
|
9.15K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
350+ 0.87% |
$48.2K - $61.1K
|
40.6K
$7.4M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-12.7K- 75.85% |
$1.75M - $2.22M
|
4.05K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-554- 12.37% |
$76.2K - $96.6K
|
3.93K
$715K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$275 - $349
|
2
$364
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
25+ 69.44% |
$3.44K - $4.36K
|
61
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.47% |
$138 - $174
|
69
$12.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123+ 473.08% |
$16.9K - $21.5K
|
149
$27.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71New |
$9.77K - $12.4K
|
71
$12.9K
|
|