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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.7K- 43.03% |
$269K - $371K
|
2.25K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.32KNew |
$209K - $287K
|
1.32K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 63.3% |
$232K - $319K
|
3.78K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
161+ 3.48% |
$25.5K - $35.1K
|
4.79K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 14.1% |
$1.74K - $2.39K
|
89
$12.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-29.8K- 64.42% |
$4.71M - $6.49M
|
16.5K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
277+ 1.37% |
$43.8K - $60.3K
|
20.5K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 57.58% |
$3K - $4.14K
|
14
$2.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 2.3% |
$5.06K - $6.97K
|
1.36K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-263K- 99.37% |
$41.5M - $57.2M
|
1.67K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 7.81% |
$79.1K - $109K
|
5.9K
$857K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9KNew |
$1.42M - $1.96M
|
9K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.48KNew |
$235K - $323K
|
1.48K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-504- 0.92% |
$79.7K - $110K
|
54.4K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-375- 0.82% |
$59.3K - $81.6K
|
45.4K
$6.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-99.3K- 94.17% |
$15.7M - $21.6M
|
6.14K
$892K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
612+ 8.6% |
$96.8K - $133K
|
7.73K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
34+ 0.27% |
$5.38K - $7.4K
|
12.6K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$632 - $871
|
6
$872
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12New |
$1.9K - $2.61K
|
12
$1.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.12K- 22.14% |
$1.13M - $1.55M
|
25K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.43K- 10.82% |
$384K - $529K
|
20K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 38.1% |
$7.59K - $10.5K
|
78
$11.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-1.47K- 17.4% |
$232K - $320K
|
6.98K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-30.1K- 49.09% |
$4.76M - $6.56M
|
31.2K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-61.8K- 32.43% |
$9.78M - $13.5M
|
129K
$18.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3KNew |
$4.47M - $6.16M
|
28.3K
$4.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-238- 1.69% |
$37.6K - $51.8K
|
13.8K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-948- 7.95% |
$150K - $206K
|
11K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
517+ 7.24% |
$81.7K - $113K
|
7.66K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
219New |
$34.6K - $47.7K
|
219
$31.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-142- 3.95% |
$22.5K - $30.9K
|
3.45K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 0.25% |
$791 - $1.09K
|
2.01K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-739- 25.55% |
$117K - $161K
|
2.15K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1800.0% |
$2.85K - $3.92K
|
19
$2.76K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
210+ 11.67% |
$33.2K - $45.7K
|
2.01K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 2.47% |
$56.9K - $78.4K
|
14.2K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 48.67% |
$381K - $524K
|
2.54K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-115K- 24.8% |
$18.2M - $25M
|
349K
$50.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.08KNew |
$329K - $453K
|
2.08K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.38K- 35.0% |
$534K - $735K
|
6.27K
$911K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.07% |
$158 - $218
|
1.5K
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 25.18% |
$16.3K - $22.4K
|
512
$74.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 2.18% |
$9.96K - $13.7K
|
2.96K
$429K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 140.0% |
$1.11K - $1.52K
|
12
$1.74K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-14- 2.01% |
$2.21K - $3.05K
|
683
$99.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59K+ 789.63% |
$409K - $564K
|
2.92K
$424K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-987- 29.35% |
$156K - $215K
|
2.38K
$345K
|
|
| Q4 2024 | |||||||
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
40.5KNew |
$5.23M - $8.02M
|
40.5K
$5.88M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1New |
$129 - $198
|
1
$145
|
|