Latest Institutional Transactions on Williams Sonoma Inc (WSM)

WSM Quotes by TradingView

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, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-1.2K
Closed
$159K - $202K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-89
Closed
$11.8K - $15K
0 $0
May 06, 2022 Q1 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-3
Closed
$399 - $507
0 $0
May 05, 2022 Q1 2022
Spectrum Management Group, LLC

SELL
 -
-55
Closed
$7.31K - $9.29K
0 $0
May 05, 2022 Q1 2022
Regency Capital Management Inc.\De

SELL
 -
-27
Closed
$3.59K - $4.56K
0 $0
May 04, 2022 Q1 2022
Bell Rock Capital LLC

SELL
 -
-1.42K
Closed
$189K - $240K
0 $0
May 03, 2022 Q1 2022
Bellecapital International Ltd.

SELL
 -
-4.23K
Closed
$561K - $713K
0 $0
May 03, 2022 Q1 2022
Motive Wealth Advisors

SELL
 -
-3.51K
Closed
$467K - $593K
0 $0
May 03, 2022 Q1 2022
Fort Washington Investment Advisors Inc

SELL
 -
-882
- 16.81%
$117K - $149K
4.36K $932K
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-2.14K
Closed
$284K - $361K
0 $0
Apr 28, 2022 Q1 2022
Nkcfo LLC

BUY
 -
335
New
$44.5K - $56.6K
335 $71.6K
Apr 28, 2022 Q1 2022
Euclidean Technologies Management, LLC

SELL
 -
-1.28K
Closed
$170K - $216K
0 $0
Apr 27, 2022 Q1 2022
Vahanian & Associates Financial Planning Inc.

SELL
 -
-1.47K
Closed
$195K - $248K
0 $0
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-155
Closed
$20.6K - $26.2K
0 $0
Apr 26, 2022 Q1 2022
Cairn Investment Group, Inc.

SELL
 -
-2.25K
Closed
$298K - $379K
0 $0
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

SELL
 -
-13
Closed
$1.73K - $2.2K
0 $0
Apr 25, 2022 Q1 2022
Pendal Group LTD

SELL
 -
-1.6K
Closed
$213K - $270K
0 $0
Apr 25, 2022 Q1 2022
Menard Financial Group LLC

Houston, TX
SELL
 -
-3.81K
Closed
$506K - $643K
0 $0
Apr 22, 2022 Q1 2022
Morgan Rosel Wealth Management, LLC

SELL
 -
-5.93K
Closed
$788K - $1M
0 $0
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

BUY
 -
50
New
$6.64K - $8.44K
50 $10.7K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

SELL
 -
-9
- 9.57%
$1.2K - $1.52K
85 $18.2K
Apr 14, 2022 Q1 2022
Ibm Retirement Fund

SELL
 -
-1.25K
Closed
$166K - $211K
0 $0
Apr 12, 2022 Q1 2022
Bowling Portfolio Management LLC

SELL
 -
-10.1K
Closed
$1.35M - $1.71M
0 $0
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-56
- 83.58%
$7.44K - $9.46K
11 $2.35K
Apr 05, 2022 Q1 2022
Birinyi Associates Inc

SELL
 -
-4.1K
Closed
$545K - $692K
0 $0
Q4 2021
Dec 11, 2023 Q4 2021
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-2.85K
Closed
$463K - $631K
0 $0
Dec 30, 2022 Q4 2021
Warther Private Wealth, LLC

Akron, OH
BUY
 -
450
+ 10.28%
$73.1K - $99.7K
4.83K $1.03M
Feb 16, 2022 Q4 2021
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
100
New
$16.3K - $22.2K
100 $21.4K
Feb 16, 2022 Q4 2021
Castellan Group

Louisville, KY
BUY
 -
12.4K
New
$2.02M - $2.75M
12.4K $2.65M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-606
Closed
$98.5K - $134K
0 $0
Feb 15, 2022 Q4 2021
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
SELL
 -
-8.13K
Closed
$1.32M - $1.8M
0 $0
Feb 14, 2022 Q4 2021
Gluskin Sheff & Assoc Inc

Toronto, A6
SELL
 -
-20.7K
Closed
$3.37M - $4.59M
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-10
Closed
$1.63K - $2.22K
0 $0
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1.55K
Closed
$251K - $343K
0 $0
Feb 14, 2022 Q4 2021
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
SELL
 -
-562
Closed
$91.4K - $125K
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-1.44K
Closed
$235K - $320K
0 $0
Feb 14, 2022 Q4 2021
Pinz Capital Management, LP

New York, NY
SELL
 -
-300
Closed
$48.8K - $66.5K
0 $0
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-1.31K
Closed
$213K - $291K
0 $0
Feb 14, 2022 Q4 2021
Crawford Lake Capital Management, LLC

Lakewood, NJ
SELL
 -
-20.6K
Closed
$3.35M - $4.57M
0 $0
Feb 14, 2022 Q4 2021
Crawford Lake Capital Management, LLC

Lakewood, NJ
SELL
 CALL
-16.9K
Closed
$2.75M - $3.75M
0 $0
Feb 14, 2022 Q4 2021
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-4.16K
Closed
$676K - $922K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-36
Closed
$5.85K - $7.98K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-33
Closed
$5.36K - $7.31K
0 $0
Feb 11, 2022 Q4 2021
Brant Point Investment Management LLC

New York, NY
SELL
 CALL
-40K
- 66.67%
$6.5M - $8.87M
20K $4.27M
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3
New
$488 - $665
3 $641
Feb 10, 2022 Q4 2021
Rational Advisors LLC

Huntington, NY
SELL
 -
-2.8K
Closed
$455K - $621K
0 $0
Feb 09, 2022 Q4 2021
Tria Gen Wealth Management LLC

SELL
 -
-1.99K
Closed
$324K - $442K
0 $0
Feb 09, 2022 Q4 2021
Blue Rock Advisors, LLC

Wayzata, MN
SELL
 -
-20.9K
Closed
$3.41M - $4.64M
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-779
Closed
$127K - $173K
0 $0

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