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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$1.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
559+ 63.67% |
$71.8K - $157K
|
1.44K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
28+ 100.0% |
$3.6K - $7.87K
|
56
$10.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
3.8K+ 100.0% |
$488K - $1.07M
|
7.6K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
157+ 100.0% |
$20.2K - $44.1K
|
314
$57.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 79.56% |
$92K - $201K
|
1.62K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 100.0% |
$92.5K - $202K
|
1.44K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 100.0% |
$2.95K - $6.46K
|
46
$8.38K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 100.0% |
$128 - $281
|
2
$364
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
192New |
$24.7K - $53.9K
|
192
$35K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
634+ 99.69% |
$81.4K - $178K
|
1.27K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-564- 43.09% |
$157K - $181K
|
745
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
31.1KNew |
$8.68M - $9.99M
|
31.1K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-16.1K- 68.51% |
$4.5M - $5.17M
|
7.4K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-116K- 99.18% |
$32.5M - $37.4M
|
968
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.09KNew |
$2.26M - $2.6M
|
8.09K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.43KNew |
$400K - $461K
|
1.43K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10.7KNew |
$2.98M - $3.43M
|
10.7K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
39.6KNew |
$11.1M - $12.7M
|
39.6K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
50KNew |
$14M - $16.1M
|
50K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-184- 8.64% |
$51.4K - $59.1K
|
1.95K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 9.52% |
$558 - $643
|
19
$3.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$530K - $611K
|
1.9K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
895New |
$250K - $288K
|
895
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
887K+ 13.09% |
$248M - $285M
|
7.66M
$1.4B
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$558 - $643
|
2
$364
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 12.5% |
$2.51K - $2.89K
|
63
$11.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-111- 11.06% |
$31K - $35.7K
|
893
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.67% |
$1.4K - $1.61K
|
752
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.45K- 89.25% |
$2.08M - $2.4M
|
898
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
742New |
$207K - $238K
|
742
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.57KNew |
$997K - $1.15M
|
3.57K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.17KNew |
$326K - $375K
|
1.17K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70New |
$19.5K - $22.5K
|
70
$12.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 8.08% |
$63.4K - $72.9K
|
2.58K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
839+ 89.07% |
$234K - $270K
|
1.78K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
69New |
$19.3K - $22.2K
|
69
$12.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-111- 1.12% |
$31K - $35.7K
|
9.79K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-22- 2.78% |
$6.14K - $7.07K
|
769
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
81New |
$22.6K - $26K
|
81
$14.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Parametrica Management LTD
|
BUY
|
- |
725New |
$202K - $233K
|
725
$132K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.16KNew |
$1.44M - $1.66M
|
5.16K
$941K
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.39KNew |
$387K - $445K
|
1.39K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.6K- 11.99% |
$447K - $514K
|
11.7K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
958New |
$267K - $308K
|
958
$175K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
18.5KNew |
$5.17M - $5.94M
|
18.5K
$3.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-41- 0.45% |
$11.4K - $13.2K
|
9.15K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.95K - $2.25K
|
7
$1.28K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
841New |
$235K - $270K
|
841
$153K
|
|