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, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
620New |
$69.9K - $105K
|
620
$129K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
205New |
$23.1K - $34.6K
|
205
$42.7K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$22.6K - $33.8K
|
200
$41.6K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
147+ 33.79% |
$16.6K - $24.8K
|
582
$121K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
60+ 2.84% |
$6.77K - $10.1K
|
2.17K
$452K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53+ 1325.0% |
$5.98K - $8.95K
|
57
$11.9K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$5.64K - $8.44K
|
50
$10.4K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$3.5K - $5.23K
|
31
$6.45K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
5New |
$564 - $844
|
5
$1.04K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
315KNew |
$33.2M - $48.3M
|
315K
$65.6M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
58K+ 817.21% |
$6.12M - $8.89M
|
65.1K
$13.6M
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
12.5KNew |
$1.32M - $1.91M
|
12.5K
$2.6M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
9.5KNew |
$1M - $1.45M
|
9.5K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Triatomic Management LP
New York, NY |
BUY
|
- |
8KNew |
$844K - $1.23M
|
8K
$1.67M
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5.5KNew |
$580K - $842K
|
5.5K
$1.15M
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
4.37KNew |
$461K - $670K
|
4.37K
$911K
|
|
Jul 19, 2022
Q2 2022
|
Kempner Capital Management Inc.
|
BUY
|
- |
2.67K+ 24.48% |
$282K - $409K
|
13.6K
$2.83M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
524+ 6.95% |
$55.3K - $80.2K
|
8.06K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
287New |
$30.3K - $44K
|
287
$59.8K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
250New |
$26.4K - $38.3K
|
250
$52K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
157+ 448.57% |
$16.6K - $24K
|
192
$40K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
148New |
$15.6K - $22.7K
|
148
$30.8K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
76+ 4.25% |
$8.02K - $11.6K
|
1.87K
$388K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10New |
$1.05K - $1.53K
|
10
$2.08K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 1.0% |
$105 - $153
|
101
$21K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 40.11% |
$154K - $196K
|
4.05K
$844K
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
BUY
|
- |
335New |
$44.5K - $56.6K
|
335
$69.7K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$6.64K - $8.44K
|
50
$10.4K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
37New |
$4.92K - $6.25K
|
37
$7.7K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$664 - $844
|
5
$1.04K
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.4KNew |
$2.02M - $2.75M
|
12.4K
$2.58M
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
450+ 10.28% |
$73.1K - $99.7K
|
4.83K
$1.01M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$16.3K - $22.2K
|
100
$20.8K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.63K - $2.22K
|
10
$2.08K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$488 - $665
|
3
$625
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
510KNew |
$77.3M - $99.1M
|
510K
$106M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
10KNew |
$1.52M - $1.94M
|
10K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47New |
$7.13K - $9.14K
|
47
$9.78K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
130KNew |
$19.5M - $24.2M
|
130K
$27M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.27KNew |
$795K - $986K
|
5.27K
$1.1M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.1KNew |
$317K - $393K
|
2.1K
$438K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
1.62KNew |
$244K - $302K
|
1.62K
$336K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$1.51K - $1.87K
|
10
$2.08K
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
275New |
$24.7K - $31.1K
|
275
$57.3K
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.06KNew |
$249K - $304K
|
3.06K
$637K
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
1.49KNew |
$121K - $148K
|
1.49K
$310K
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$4.89K - $5.96K
|
60
$12.5K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20KNew |
$752K - $1.73M
|
20K
$4.17M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.94K+ 286.06% |
$110K - $254K
|
3.96K
$825K
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10KNew |
$640K - $740K
|
10K
$2.08M
|