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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$11.4K - $14.4K
|
100
$18.2K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
75+ 1.51% |
$8.56K - $10.8K
|
5.04K
$918K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47New |
$5.36K - $6.75K
|
47
$8.57K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29New |
$3.31K - $4.16K
|
29
$5.28K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.62% |
$2.17K - $2.73K
|
3.1K
$565K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
11+ 52.38% |
$1.26K - $1.58K
|
32
$5.83K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$1.64K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 33.33% |
$1.03K - $1.29K
|
36
$6.56K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$456 - $574
|
4
$729
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$114 - $144
|
1
$182
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.88% |
$114 - $144
|
115
$21K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
847KNew |
$94.6M - $115M
|
847K
$154M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$1.74M - $2.11M
|
15.6K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
11.4KNew |
$1.28M - $1.55M
|
11.4K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.81KNew |
$538K - $652K
|
4.81K
$877K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$411K - $499K
|
3.68K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.48KNew |
$389K - $471K
|
3.48K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.86KNew |
$319K - $387K
|
2.86K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.3KNew |
$257K - $312K
|
2.3K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.72K+ 12.12% |
$192K - $233K
|
15.9K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
1K+ 22.73% |
$112K - $135K
|
5.4K
$984K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500New |
$55.9K - $67.7K
|
500
$91.1K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
443+ 24.37% |
$49.5K - $60K
|
2.26K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
313New |
$35K - $42.4K
|
313
$57K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 1.28% |
$22.3K - $27.1K
|
15.8K
$2.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$8.04K - $9.75K
|
72
$13.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50New |
$5.59K - $6.77K
|
50
$9.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$4.36K - $5.28K
|
39
$7.11K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$1.45K - $1.76K
|
13
$2.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 100.0% |
$1.23K - $1.49K
|
22
$4.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5New |
$559 - $677
|
5
$911
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$559 - $677
|
5
$911
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3New |
$335 - $406
|
3
$547
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$223 - $271
|
301
$54.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 100.0% |
$223 - $271
|
4
$729
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flat Footed LLC
Wilson, WY |
BUY
|
PUT |
108K+ 105.29% |
$12.1M - $18.2M
|
210K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Simcoe Capital Management, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$5.91M - $8.85M
|
52.4K
$9.55M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
37.5KNew |
$4.23M - $6.33M
|
37.5K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Grotto Capital, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$3.38M - $5.07M
|
30K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
30KNew |
$3.38M - $5.07M
|
30K
$5.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
28.5K+ 11.19% |
$3.21M - $4.81M
|
283K
$51.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
21.7K+ 1205.56% |
$2.45M - $3.66M
|
23.5K
$4.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
3.52KNew |
$397K - $595K
|
3.52K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$237K - $355K
|
2.1K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.09KNew |
$236K - $354K
|
2.09K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 10.91% |
$197K - $294K
|
17.7K
$3.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.64K+ 78.64% |
$184K - $276K
|
3.71K
$677K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.05KNew |
$119K - $178K
|
1.05K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
695New |
$78.4K - $117K
|
695
$127K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
205New |
$23.1K - $34.6K
|
205
$37.4K
|
|