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 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
867+ 101.05% |
$111K - $244K
|
1.73K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
860+ 100.0% |
$110K - $242K
|
1.72K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
830+ 100.0% |
$107K - $233K
|
1.66K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
826+ 100.0% |
$106K - $232K
|
1.65K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
825+ 179.35% |
$106K - $232K
|
1.29K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
806+ 100.0% |
$104K - $226K
|
1.61K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
794+ 67.92% |
$102K - $223K
|
1.96K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
755+ 100.0% |
$97K - $212K
|
1.51K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
746+ 100.0% |
$95.8K - $210K
|
1.49K
$311K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
741+ 91.37% |
$95.2K - $208K
|
1.55K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
739New |
$94.9K - $208K
|
739
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 100.0% |
$92.5K - $202K
|
1.44K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
717+ 100.0% |
$92.1K - $201K
|
1.43K
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 79.56% |
$92K - $201K
|
1.62K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
691+ 79.88% |
$88.8K - $194K
|
1.56K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
685+ 93.2% |
$88K - $192K
|
1.42K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
674+ 92.08% |
$86.6K - $189K
|
1.41K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
667+ 136.4% |
$85.7K - $187K
|
1.16K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
657+ 36.83% |
$84.4K - $185K
|
2.44K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
654+ 102.51% |
$84K - $184K
|
1.29K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
637+ 55.54% |
$81.8K - $179K
|
1.78K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
634+ 99.69% |
$81.4K - $178K
|
1.27K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
580New |
$74.5K - $163K
|
580
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
579+ 53.46% |
$74.4K - $163K
|
1.66K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578+ 35.27% |
$74.3K - $162K
|
2.22K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
559+ 63.67% |
$71.8K - $157K
|
1.44K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
532New |
$68.3K - $149K
|
532
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
502+ 43.61% |
$64.5K - $141K
|
1.65K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
500+ 33.33% |
$64.2K - $140K
|
2K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
449+ 44.77% |
$57.7K - $126K
|
1.45K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
425+ 2.78% |
$54.6K - $119K
|
15.7K
$3.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
414+ 6.66% |
$53.2K - $116K
|
6.63K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
408+ 100.0% |
$52.4K - $115K
|
816
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
400+ 100.0% |
$51.4K - $112K
|
800
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
400+ 100.0% |
$51.4K - $112K
|
800
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
400+ 94.12% |
$51.4K - $112K
|
825
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
398+ 101.02% |
$51.1K - $112K
|
792
$165K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
385+ 140.0% |
$49.5K - $108K
|
660
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 100.0% |
$44.6K - $97.5K
|
694
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
328New |
$42.1K - $92.1K
|
328
$68.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$41.9K - $91.6K
|
326
$67.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 248.82% |
$40.6K - $88.8K
|
443
$92.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
303+ 64.47% |
$38.9K - $85.1K
|
773
$161K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 100.0% |
$38.5K - $84.3K
|
600
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
298New |
$38.3K - $83.7K
|
298
$62K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
297+ 100.0% |
$38.2K - $83.4K
|
594
$124K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
296+ 99.66% |
$38K - $83.2K
|
593
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
270+ 4.53% |
$34.7K - $75.9K
|
6.23K
$1.3M
|