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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.1KNew |
$3.04M - $3.95M
|
25.1K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
15.7KNew |
$1.9M - $2.47M
|
15.7K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
12.9KNew |
$1.56M - $2.03M
|
12.9K
$2.35M
|
|
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
9.04K+ 53.41% |
$1.09M - $1.42M
|
26K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.51KNew |
$424K - $551K
|
3.51K
$639K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.18KNew |
$264K - $343K
|
2.18K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.8KNew |
$218K - $284K
|
1.8K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.73KNew |
$209K - $272K
|
1.73K
$315K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.46KNew |
$176K - $229K
|
1.46K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.38KNew |
$166K - $216K
|
1.38K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
297+ 12.22% |
$35.9K - $46.7K
|
2.73K
$497K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$6.53K - $8.49K
|
54
$9.84K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14+ 0.66% |
$1.69K - $2.2K
|
2.13K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.33K - $1.73K
|
11
$2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.21K - $1.57K
|
10
$1.82K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$484 - $629
|
4
$729
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Woodson Capital Management, LP
Greenwich, CT |
BUY
|
- |
80KNew |
$8.89M - $10.4M
|
80K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.5KNew |
$1.16M - $1.36M
|
10.5K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.73K+ 204.54% |
$637K - $742K
|
8.53K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.59KNew |
$621K - $724K
|
5.59K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.3K+ 79.29% |
$589K - $687K
|
12K
$2.18M
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4KNew |
$445K - $518K
|
4K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.98KNew |
$442K - $516K
|
3.98K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.37KNew |
$264K - $308K
|
2.37K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$222K - $259K
|
2K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$214K - $249K
|
1.93K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.9KNew |
$211K - $246K
|
1.9K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$179K - $209K
|
1.61K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.08KNew |
$120K - $140K
|
1.08K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
466+ 24.11% |
$51.8K - $60.4K
|
2.4K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
318+ 3.92% |
$35.3K - $41.2K
|
8.44K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 8.5% |
$19.1K - $22.3K
|
2.2K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
61New |
$6.78K - $7.9K
|
61
$11.1K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
55New |
$6.11K - $7.13K
|
55
$10K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 1.8% |
$4.11K - $4.79K
|
2.09K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 14.29% |
$778 - $907
|
56
$10.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 71.43% |
$556 - $648
|
12
$2.19K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$222 - $259
|
2
$364
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.2MNew |
$137M - $172M
|
1.2M
$219M
|
|
|
May 15, 2023
Q1 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
30KNew |
$3.42M - $4.31M
|
30K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.3KNew |
$2.66M - $3.34M
|
23.3K
$4.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.8K+ 16.06% |
$1.35M - $1.7M
|
85.4K
$15.6M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.86KNew |
$669K - $842K
|
5.86K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$511K - $643K
|
4.48K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
PUT |
3.1K+ 52.54% |
$354K - $445K
|
9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.3KNew |
$262K - $330K
|
2.3K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
736+ 41.19% |
$84K - $106K
|
2.52K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
423+ 23.0% |
$48.3K - $60.7K
|
2.26K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
378New |
$43.1K - $54.3K
|
378
$68.9K
|
|