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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.37KNew |
$264K - $308K
|
2.37K
$388K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$222K - $259K
|
2K
$327K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$214K - $249K
|
1.93K
$315K
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.9KNew |
$211K - $246K
|
1.9K
$311K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$179K - $209K
|
1.61K
$263K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.08KNew |
$120K - $140K
|
1.08K
$177K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
466+ 24.11% |
$51.8K - $60.4K
|
2.4K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
318+ 3.92% |
$35.3K - $41.2K
|
8.44K
$1.38M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 8.5% |
$19.1K - $22.3K
|
2.2K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
61New |
$6.78K - $7.9K
|
61
$9.98K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
55New |
$6.11K - $7.13K
|
55
$9K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 1.8% |
$4.11K - $4.79K
|
2.09K
$343K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 14.29% |
$778 - $907
|
56
$9.16K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 71.43% |
$556 - $648
|
12
$1.96K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$222 - $259
|
2
$327
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.2MNew |
$137M - $172M
|
1.2M
$196M
|
|
May 15, 2023
Q1 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
30KNew |
$3.42M - $4.31M
|
30K
$4.91M
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.3KNew |
$2.66M - $3.34M
|
23.3K
$3.81M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.8K+ 16.06% |
$1.35M - $1.7M
|
85.4K
$14M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.86KNew |
$669K - $842K
|
5.86K
$959K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$511K - $643K
|
4.48K
$733K
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
PUT |
3.1K+ 52.54% |
$354K - $445K
|
9K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.4KNew |
$274K - $345K
|
2.4K
$393K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.3KNew |
$262K - $330K
|
2.3K
$376K
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
736+ 41.19% |
$84K - $106K
|
2.52K
$413K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
423+ 23.0% |
$48.3K - $60.7K
|
2.26K
$370K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
378New |
$43.1K - $54.3K
|
378
$61.9K
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200New |
$22.8K - $28.7K
|
200
$32.7K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$11.4K - $14.4K
|
100
$16.4K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
75+ 1.51% |
$8.56K - $10.8K
|
5.04K
$825K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
59+ 3.86% |
$6.73K - $8.47K
|
1.59K
$260K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47New |
$5.36K - $6.75K
|
47
$7.69K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29New |
$3.31K - $4.16K
|
29
$4.75K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.62% |
$2.17K - $2.73K
|
3.1K
$508K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.6K - $2.01K
|
14
$2.29K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 52.38% |
$1.26K - $1.58K
|
32
$5.24K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$1.47K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 33.33% |
$1.03K - $1.29K
|
36
$5.89K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$456 - $574
|
4
$655
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$114 - $144
|
1
$164
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$114 - $144
|
1
$164
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.88% |
$114 - $144
|
115
$18.8K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
847KNew |
$94.6M - $115M
|
847K
$139M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$1.74M - $2.11M
|
15.6K
$2.55M
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
11.4KNew |
$1.28M - $1.55M
|
11.4K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.2K+ 499.52% |
$581K - $704K
|
6.24K
$1.02M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.81KNew |
$538K - $652K
|
4.81K
$788K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$411K - $499K
|
3.68K
$603K
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.48KNew |
$389K - $471K
|
3.48K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.86KNew |
$319K - $387K
|
2.86K
$468K
|