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 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-254- 14.31% |
$29K - $36.5K
|
1.52K
$300K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
378New |
$43.1K - $54.3K
|
378
$74.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$456 - $574
|
4
$788
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.61K- 13.26% |
$526K - $662K
|
30.1K
$5.94M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-12- 0.61% |
$1.37K - $1.72K
|
1.97K
$387K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 52.38% |
$1.26K - $1.58K
|
32
$6.3K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-227- 1.62% |
$25.9K - $32.6K
|
13.8K
$2.72M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-160- 7.13% |
$18.3K - $23K
|
2.08K
$410K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$114 - $144
|
1
$197
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.88% |
$114 - $144
|
115
$22.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 33.33% |
$1.03K - $1.29K
|
36
$7.09K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-769- 2.97% |
$87.8K - $110K
|
25.1K
$4.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29New |
$3.31K - $4.16K
|
29
$5.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$11.4K - $14.4K
|
100
$19.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.6K - $2.01K
|
14
$2.76K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.89% |
$4.56K - $5.74K
|
4.46K
$878K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
75+ 1.51% |
$8.56K - $10.8K
|
5.04K
$993K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.8K+ 16.06% |
$1.35M - $1.7M
|
85.4K
$16.8M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.9K+ 2996.74% |
$1.44M - $1.74M
|
13.3K
$2.62M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-5.29KClosed |
$590K - $716K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$411K - $499K
|
3.68K
$725K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2KClosed |
$223K - $271K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$1.45K - $1.76K
|
13
$2.56K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$223 - $271
|
301
$59.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
240New |
$26.8K - $32.5K
|
240
$47.3K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
311+ 56.24% |
$34.7K - $42.1K
|
864
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$4.36K - $5.28K
|
39
$7.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.86KNew |
$319K - $387K
|
2.86K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.2K+ 499.52% |
$581K - $704K
|
6.24K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.48KNew |
$389K - $471K
|
3.48K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9K- 79.32% |
$1.01M - $1.22M
|
2.35K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
847KNew |
$94.6M - $115M
|
847K
$167M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-24.1K- 84.14% |
$2.69M - $3.26M
|
4.55K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
PUT |
-75K- 50.0% |
$8.38M - $10.2M
|
75K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$1.74M - $2.11M
|
15.6K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500New |
$55.9K - $67.7K
|
500
$98.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5New |
$559 - $677
|
5
$985
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.3KNew |
$257K - $312K
|
2.3K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
11.4KNew |
$1.28M - $1.55M
|
11.4K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
1K+ 22.73% |
$112K - $135K
|
5.4K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 100.0% |
$1.23K - $1.49K
|
22
$4.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.72K+ 12.12% |
$192K - $233K
|
15.9K
$3.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
SELL
|
- |
-1.47K- 34.85% |
$164K - $199K
|
2.74K
$540K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
313New |
$35K - $42.4K
|
313
$61.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30- 76.92% |
$3.35K - $4.06K
|
9
$1.77K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 100.0% |
$223 - $271
|
4
$788
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
443+ 24.37% |
$49.5K - $60K
|
2.26K
$445K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.81KNew |
$538K - $652K
|
4.81K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-4- 0.11% |
$447 - $541
|
3.54K
$697K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
462+ 2.39% |
$51.6K - $62.5K
|
19.8K
$3.9M
|
|