Latest Institutional Purchases of Williams Sonoma Inc (WSM)
This list provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.02MNew |
$132M - $202M
|
1.02M
$212M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
493K+ 19941.21% |
$63.7M - $97.7M
|
496K
$103M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
172K+ 48.52% |
$22.3M - $34.2M
|
528K
$110M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
31.8K+ 5.98% |
$4.1M - $6.29M
|
563K
$117M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
17K+ 391.95% |
$2.2M - $3.38M
|
21.4K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 3.36% |
$1.43M - $2.19M
|
340K
$70.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
8.92KNew |
$1.15M - $1.77M
|
8.92K
$1.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
8.5KNew |
$1.1M - $1.68M
|
8.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.45KNew |
$1.09M - $1.67M
|
8.45K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.37KNew |
$1.08M - $1.66M
|
8.37K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.44K+ 3.04% |
$961K - $1.48M
|
252K
$52.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14KNew |
$922K - $1.42M
|
7.14K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.11K+ 155.91% |
$789K - $1.21M
|
10K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.77K+ 1.26% |
$745K - $1.14M
|
464K
$96.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 25.38% |
$710K - $1.09M
|
27.1K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.8K+ 69.63% |
$619K - $951K
|
11.7K
$2.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.65K+ 29.76% |
$601K - $922K
|
20.3K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.51K+ 10.5% |
$583K - $894K
|
47.5K
$9.88M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.5KNew |
$452K - $694K
|
3.5K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.2K+ 1.02% |
$413K - $634K
|
317K
$65.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9KNew |
$374K - $575K
|
2.9K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$372K - $571K
|
2.88K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.63KNew |
$340K - $522K
|
2.63K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.61KNew |
$337K - $517K
|
2.61K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 42.0% |
$331K - $509K
|
8.68K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.55K+ 52.84% |
$329K - $505K
|
7.37K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.45KNew |
$316K - $485K
|
2.45K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.42K+ 3.63% |
$312K - $479K
|
69K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.4KNew |
$310K - $476K
|
2.4K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.3K+ 3593.75% |
$297K - $456K
|
2.36K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.26KNew |
$291K - $447K
|
2.26K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24KNew |
$290K - $445K
|
2.24K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.21K+ 4.53% |
$285K - $438K
|
51K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.17KNew |
$280K - $430K
|
2.17K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.05KNew |
$265K - $406K
|
2.05K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.05KNew |
$264K - $406K
|
2.05K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.04KNew |
$263K - $404K
|
2.04K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.01KNew |
$259K - $398K
|
2.01K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.96KNew |
$253K - $388K
|
1.96K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 56.02% |
$237K - $364K
|
5.12K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.81K+ 5.59% |
$233K - $358K
|
34.2K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$205K - $314K
|
1.58K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.5KNew |
$194K - $297K
|
1.5K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 12.32% |
$189K - $290K
|
13.3K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39KNew |
$180K - $276K
|
1.39K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.39KNew |
$180K - $276K
|
1.39K
$290K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$170K - $261K
|
1.32K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3KNew |
$167K - $257K
|
1.3K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$268K
|