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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 0.93% |
$4.58K - $5.89K
|
3.04K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 1.08% |
$2.29K - $2.94K
|
1.32K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-304- 20.94% |
$49.7K - $63.9K
|
1.15K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-1.1K- 27.5% |
$180K - $231K
|
2.9K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.35K+ 2.8% |
$1.2M - $1.54M
|
270K
$49.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 39.03% |
$785K - $1.01M
|
7.5K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
984+ 3.66% |
$161K - $207K
|
27.8K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-145- 5.59% |
$23.7K - $30.5K
|
2.45K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.6K- 9.78% |
$589K - $757K
|
33.2K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
101+ 3.71% |
$16.5K - $21.2K
|
2.83K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-192K- 54.17% |
$31.4M - $40.4M
|
163K
$29.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.7K+ 24.9% |
$278K - $358K
|
8.54K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
2.96K+ 28.12% |
$485K - $623K
|
13.5K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-22- 1.69% |
$3.6K - $4.62K
|
1.28K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.6K+ 12.72% |
$753K - $968K
|
40.8K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-20K- 16.93% |
$3.27M - $4.2M
|
98K
$17.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
25.1K+ 42.98% |
$4.11M - $5.28M
|
83.5K
$15.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-73- 5.23% |
$11.9K - $15.3K
|
1.32K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-71- 2.63% |
$11.6K - $14.9K
|
2.63K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.25% |
$818 - $1.05K
|
1.99K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-394- 5.71% |
$64.5K - $82.8K
|
6.51K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-34- 1.74% |
$5.56K - $7.15K
|
1.92K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
356+ 2.2% |
$58.2K - $74.8K
|
16.5K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-384- 2.12% |
$62.8K - $80.7K
|
17.8K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-322K- 29.56% |
$52.8M - $67.8M
|
768K
$140M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-207- 14.07% |
$33.9K - $43.5K
|
1.26K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-235- 5.35% |
$38.5K - $49.4K
|
4.16K
$758K
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
SELL
|
- |
-700- 5.79% |
$115K - $147K
|
11.4K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-132- 1.21% |
$21.6K - $27.7K
|
10.8K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-632- 6.54% |
$103K - $133K
|
9.03K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.37% |
$164 - $210
|
271
$49.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.96% |
$1.8K - $2.31K
|
572
$104K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-350- 23.84% |
$57.3K - $73.6K
|
1.12K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 66.67% |
$14.4K - $18.5K
|
220
$40.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
168+ 42.53% |
$27.5K - $35.3K
|
563
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.48K+ 33.37% |
$405K - $520K
|
9.89K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100New |
$16.4K - $21K
|
100
$18.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-431- 0.76% |
$70.5K - $90.6K
|
56.1K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23.6KNew |
$3.86M - $4.96M
|
23.6K
$4.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.8K- 7.13% |
$458K - $588K
|
36.4K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
44+ 2.76% |
$7.2K - $9.25K
|
1.64K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
592+ 21.72% |
$96.9K - $124K
|
3.32K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-2.15K- 4.78% |
$352K - $452K
|
42.8K
$7.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2KNew |
$327K - $420K
|
2K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-60- 1.64% |
$9.82K - $12.6K
|
3.6K
$656K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-268- 0.44% |
$43.9K - $56.3K
|
60.4K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
180+ 7.25% |
$29.5K - $37.8K
|
2.66K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-760- 3.65% |
$124K - $160K
|
20K
$3.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
11.5K+ 4.94% |
$1.88M - $2.41M
|
244K
$44.5M
|
|