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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
216New |
$27.9K - $42.8K
|
216
$39.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 3.61% |
$775 - $1.19K
|
172
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 100.0% |
$517 - $793
|
8
$1.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-365- 10.62% |
$47.1K - $72.3K
|
3.07K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-619- 7.7% |
$79.9K - $123K
|
7.42K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$184K - $282K
|
1.42K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 28.3% |
$3.87K - $5.95K
|
136
$24.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$258 - $396
|
2
$364
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-116- 7.74% |
$15K - $23K
|
1.38K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.61K- 20.62% |
$337K - $517K
|
10K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
302New |
$39K - $59.9K
|
302
$55K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$3.62K - $5.55K
|
28
$5.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.4KNew |
$310K - $476K
|
2.4K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.03K - $1.59K
|
8
$1.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 77.36% |
$10.6K - $16.3K
|
24
$4.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3- 0.07% |
$387 - $595
|
4.18K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9+ 14.75% |
$1.16K - $1.78K
|
70
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-24.5K- 93.57% |
$3.17M - $4.86M
|
1.69K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$258 - $396
|
2
$364
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
299New |
$38.6K - $59.3K
|
299
$54.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-25- 0.49% |
$3.23K - $4.96K
|
5.07K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-212- 9.2% |
$27.4K - $42K
|
2.09K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-465- 8.29% |
$60K - $92.2K
|
5.14K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-900- 90.0% |
$116K - $178K
|
100
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
560New |
$72.3K - $111K
|
560
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$775 - $1.19K
|
6
$1.09K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.97K - $4.56K
|
23
$4.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$25.8K - $39.6K
|
200
$36.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-332- 41.5% |
$42.9K - $65.8K
|
468
$85.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-42- 1.08% |
$5.42K - $8.32K
|
3.84K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 5.41% |
$25.8K - $39.6K
|
3.5K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.49% |
$1.81K - $2.77K
|
956
$174K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
200+ 7.58% |
$25.8K - $39.6K
|
2.84K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-673- 1.67% |
$86.9K - $133K
|
39.6K
$7.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$146K - $224K
|
1.13K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.4K- 5.36% |
$181K - $277K
|
24.7K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$5.83K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 11.82% |
$3.36K - $5.15K
|
194
$35.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$253K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.5KNew |
$452K - $694K
|
3.5K
$638K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
40.2K+ 3.1% |
$5.17M - $11.3M
|
1.34M
$244M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-735Closed |
$94.4K - $206K
|
0
$0
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.1KClosed |
$141K - $308K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.58K+ 101.94% |
$331K - $724K
|
5.1K
$930K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$15.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 7.14% |
$385 - $843
|
45
$8.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
118+ 100.0% |
$15.2K - $33.2K
|
236
$43K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$391K
|
|