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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12KNew |
$2.33M - $3.83M
|
12K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
832New |
$161K - $264K
|
832
$164K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
650New |
$126K - $206K
|
650
$128K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
638New |
$123K - $203K
|
638
$126K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78+ 520.0% |
$15.1K - $24.8K
|
93
$18.3K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$10.1K - $16.5K
|
52
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-11.4K- 99.74% |
$2.2M - $3.62M
|
30
$5.91K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 4.26% |
$53.2K - $87.3K
|
6.17K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 81.17% |
$290K - $476K
|
3.35K
$659K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-42K- 50.91% |
$8.12M - $13.3M
|
40.5K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.4KNew |
$271K - $445K
|
1.4K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
15KNew |
$2.9M - $4.76M
|
15K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.12KNew |
$1.57M - $2.58M
|
8.12K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.0% |
$336K - $552K
|
85K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.2K- 99.95% |
$425K - $699K
|
1
$197
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-865- 55.81% |
$167K - $275K
|
685
$135K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-466- 40.52% |
$90.1K - $148K
|
684
$135K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
48KNew |
$9.28M - $15.2M
|
48K
$9.45M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.58M - $4.23M
|
13.3K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.5K- 47.33% |
$8.81M - $14.5M
|
50.7K
$9.98M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.65K+ 7.55% |
$512K - $840K
|
37.7K
$7.43M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.09% |
$193 - $318
|
1.08K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 33.33% |
$2.9K - $4.76K
|
30
$5.91K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
763New |
$148K - $242K
|
763
$150K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
786New |
$152K - $250K
|
786
$155K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.88K- 30.69% |
$944K - $1.55M
|
11K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
775New |
$150K - $246K
|
775
$153K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-14.1K- 88.98% |
$2.72M - $4.46M
|
1.74K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
633New |
$122K - $201K
|
633
$125K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53+ 0.75% |
$10.2K - $16.8K
|
7.15K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
585New |
$113K - $186K
|
585
$115K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
436New |
$84.3K - $138K
|
436
$85.9K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.42KNew |
$275K - $451K
|
1.42K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.34KNew |
$260K - $426K
|
1.34K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$36.9K - $60.6K
|
191
$37.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-88- 7.33% |
$17K - $27.9K
|
1.11K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
798New |
$154K - $253K
|
798
$157K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
644New |
$125K - $204K
|
644
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
712New |
$138K - $226K
|
712
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-727- 34.18% |
$141K - $231K
|
1.4K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-11.5K- 65.7% |
$2.22M - $3.65M
|
6K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.3K- 91.15% |
$1.99M - $3.27M
|
1K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.69K- 25.37% |
$521K - $855K
|
7.92K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
641New |
$124K - $204K
|
641
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-602- 30.02% |
$116K - $191K
|
1.4K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 75.0% |
$1.16K - $1.91K
|
2
$394
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.35% |
$6K - $9.84K
|
8.91K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.14KNew |
$414K - $679K
|
2.14K
$421K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.2% |
$774 - $1.27K
|
2.04K
$401K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-285- 22.09% |
$55.1K - $90.5K
|
1.01K
$198K
|