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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$181K - $397K
|
1.41K
$294K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.41KNew |
$181K - $396K
|
1.41K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$181K - $395K
|
1.41K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.4K+ 80.05% |
$180K - $394K
|
3.16K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$180K - $393K
|
1.4K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4KNew |
$179K - $392K
|
1.4K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.39K+ 5.22% |
$179K - $392K
|
28.1K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.38K+ 123.41% |
$177K - $388K
|
2.5K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 86.66% |
$177K - $387K
|
2.97K
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.36KNew |
$175K - $383K
|
1.36K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 112.8% |
$170K - $371K
|
2.49K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.31K+ 25.87% |
$169K - $369K
|
6.39K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31KNew |
$169K - $369K
|
1.31K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$168K - $368K
|
1.31K
$273K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.31KNew |
$168K - $367K
|
1.31K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 108.4% |
$167K - $366K
|
2.51K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.29KNew |
$166K - $364K
|
1.29K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 28.94% |
$165K - $360K
|
5.71K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.27K+ 2.28% |
$163K - $357K
|
57.1K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.26K+ 100.0% |
$161K - $353K
|
2.51K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.24K+ 98.41% |
$159K - $347K
|
2.49K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.23K+ 88.71% |
$158K - $346K
|
2.62K
$546K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.16K+ 47.39% |
$149K - $326K
|
3.61K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.14K+ 114.95% |
$146K - $320K
|
2.13K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
1.14K+ 100.71% |
$146K - $319K
|
2.27K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.13K+ 94.1% |
$146K - $318K
|
2.34K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13K+ 91.64% |
$145K - $317K
|
2.36K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 122.05% |
$145K - $317K
|
2.05K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$454K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 94.28% |
$140K - $306K
|
2.24K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.08K+ 96.33% |
$138K - $302K
|
2.19K
$457K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 47.64% |
$133K - $292K
|
3.22K
$670K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
1.04K+ 99.43% |
$133K - $292K
|
2.08K
$433K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 82.91% |
$133K - $290K
|
2.28K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.02K+ 141.0% |
$131K - $286K
|
1.74K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.01K+ 100.0% |
$130K - $284K
|
2.02K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1K+ 100.0% |
$128K - $281K
|
2K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$416K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
986+ 107.52% |
$127K - $277K
|
1.9K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
982+ 100.31% |
$126K - $276K
|
1.96K
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
969+ 74.94% |
$124K - $272K
|
2.26K
$471K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
937+ 100.21% |
$120K - $263K
|
1.87K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
883+ 99.55% |
$113K - $248K
|
1.77K
$368K
|