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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.9K+ 5.68% |
$245K - $377K
|
35.4K
$5.14M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.85K+ 105.76% |
$239K - $367K
|
3.61K
$524K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 56.02% |
$237K - $364K
|
5.12K
$744K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.81K+ 5.59% |
$233K - $358K
|
34.2K
$4.96M
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.78K+ 15.62% |
$230K - $353K
|
13.2K
$1.91M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 29.39% |
$218K - $335K
|
7.43K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.6KNew |
$207K - $317K
|
1.6K
$232K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.6KNew |
$206K - $317K
|
1.6K
$232K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$205K - $314K
|
1.58K
$230K
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.52KNew |
$197K - $302K
|
1.52K
$221K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 47.14% |
$196K - $301K
|
4.74K
$688K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.5KNew |
$194K - $297K
|
1.5K
$218K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.5KNew |
$193K - $297K
|
1.5K
$217K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 12.32% |
$189K - $290K
|
13.3K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.44KNew |
$186K - $286K
|
1.44K
$210K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$184K - $282K
|
1.42K
$207K
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.41KNew |
$182K - $279K
|
1.41K
$204K
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.4KNew |
$180K - $277K
|
1.4K
$203K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.39KNew |
$180K - $276K
|
1.39K
$202K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$202K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33KNew |
$171K - $263K
|
1.33K
$193K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$170K - $261K
|
1.32K
$192K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3KNew |
$167K - $257K
|
1.3K
$188K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$187K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$187K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$187K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.28KNew |
$166K - $255K
|
1.28K
$187K
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.28KNew |
$165K - $253K
|
1.28K
$186K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 4.24% |
$164K - $252K
|
31.2K
$4.54M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27KNew |
$163K - $251K
|
1.27K
$184K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.26K+ 46.62% |
$163K - $250K
|
3.97K
$577K
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$183K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$182K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
1.25KNew |
$161K - $247K
|
1.25K
$181K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.24K+ 22.45% |
$160K - $245K
|
6.74K
$979K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$178K
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$178K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.23K+ 85.1% |
$159K - $243K
|
2.67K
$388K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.22KNew |
$157K - $241K
|
1.22K
$177K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.21KNew |
$157K - $241K
|
1.21K
$176K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 85.91% |
$157K - $240K
|
2.63K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.21KNew |
$156K - $239K
|
1.21K
$175K
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$174K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$174K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 3.61% |
$153K - $235K
|
34.1K
$4.95M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 14.93% |
$152K - $233K
|
9.06K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.16KNew |
$150K - $230K
|
1.16K
$169K
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.16KNew |
$149K - $229K
|
1.16K
$168K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.16KNew |
$149K - $229K
|
1.16K
$168K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$148K - $228K
|
1.15K
$167K
|