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 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
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1K+ 47.81% |
$138K - $175K
|
3.1K
$565K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
16New |
$2.2K - $2.79K
|
16
$2.92K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
SELL
|
- |
-341- 5.1% |
$46.9K - $59.5K
|
6.34K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
17New |
$2.34K - $2.97K
|
17
$3.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1K+ 5.17% |
$138K - $174K
|
20.3K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
1+ 50.0% |
$138 - $174
|
3
$547
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 250.0% |
$688 - $872
|
7
$1.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64- 2.71% |
$8.81K - $11.2K
|
2.3K
$419K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-5.1K- 16.41% |
$702K - $890K
|
26K
$4.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-20.6K- 42.47% |
$2.83M - $3.59M
|
27.9K
$5.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-21.1K- 15.3% |
$2.91M - $3.69M
|
117K
$21.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.76K+ 272.28% |
$930K - $1.18M
|
9.24K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.12% |
$138 - $174
|
817
$149K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1- 0.03% |
$138 - $174
|
3.85K
$701K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 15.91% |
$963 - $1.22K
|
51
$9.29K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.52% |
$13.8K - $17.4K
|
6.5K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.06% |
$275 - $349
|
3.09K
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$179K - $227K
|
1.3K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50- 2.34% |
$6.88K - $8.72K
|
2.09K
$380K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.54KNew |
$211K - $268K
|
1.54K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-35- 2.16% |
$4.82K - $6.11K
|
1.59K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-10- 0.18% |
$1.38K - $1.74K
|
5.43K
$989K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.92KNew |
$264K - $335K
|
1.92K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
151+ 7.79% |
$20.8K - $26.3K
|
2.09K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-146- 0.66% |
$20.1K - $25.5K
|
21.8K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
450+ 17.03% |
$61.9K - $78.5K
|
3.09K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2+ 0.13% |
$275 - $349
|
1.51K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.86% |
$138 - $174
|
34
$6.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.37K- 39.06% |
$326K - $413K
|
3.7K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-22.9K- 45.89% |
$3.15M - $4M
|
27K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.46KNew |
$200K - $254K
|
1.46K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2- 0.15% |
$275 - $349
|
1.3K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3- 0.09% |
$413 - $523
|
3.23K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
158New |
$21.7K - $27.6K
|
158
$28.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60New |
$8.26K - $10.5K
|
60
$10.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
480+ 10.02% |
$66.1K - $83.7K
|
5.27K
$961K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-260- 8.83% |
$35.8K - $45.4K
|
2.68K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 4.19% |
$68.8K - $87.2K
|
11.4K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 15.22% |
$1.93K - $2.44K
|
78
$14.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-27- 8.77% |
$3.72K - $4.71K
|
281
$51.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$110K - $140K
|
800
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.95K+ 193.82% |
$406K - $515K
|
4.47K
$815K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.7KNew |
$2.58M - $3.27M
|
18.7K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
125New |
$17.2K - $21.8K
|
125
$22.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-202- 13.58% |
$27.8K - $35.2K
|
1.29K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$6.06K - $7.68K
|
44
$8.02K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 7.87% |
$963 - $1.22K
|
82
$14.9K
|
|