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 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 66.67% |
$14.4K - $18.5K
|
220
$40.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 57.24% |
$13.6K - $17.4K
|
228
$41.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
74New |
$12.1K - $15.6K
|
74
$13.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 25.0% |
$11.6K - $14.9K
|
355
$64.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 10.03% |
$11.1K - $14.3K
|
746
$136K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
68+ 1.84% |
$11.1K - $14.3K
|
3.76K
$686K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
65+ 2.74% |
$10.6K - $13.7K
|
2.44K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
65+ 3.58% |
$10.6K - $13.7K
|
1.88K
$342K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
60+ 0.48% |
$9.82K - $12.6K
|
12.6K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
58New |
$9.49K - $12.2K
|
58
$10.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
57+ 0.36% |
$9.33K - $12K
|
16.1K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
55+ 0.35% |
$9K - $11.6K
|
15.9K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
55+ 25.11% |
$9K - $11.6K
|
274
$49.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
51New |
$8.34K - $10.7K
|
51
$9.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50+ 32.89% |
$8.18K - $10.5K
|
202
$36.8K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49+ 1.81% |
$8.02K - $10.3K
|
2.75K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45New |
$7.36K - $9.46K
|
45
$8.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
45+ 3.55% |
$7.36K - $9.46K
|
1.31K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
44New |
$7.2K - $9.25K
|
44
$8.02K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
44+ 2.76% |
$7.2K - $9.25K
|
1.64K
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
43+ 0.33% |
$7.04K - $9.04K
|
13.2K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40+ 1.79% |
$6.54K - $8.41K
|
2.27K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36+ 2.79% |
$5.89K - $7.57K
|
1.33K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
36+ 4.5% |
$5.89K - $7.57K
|
836
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.74% |
$5.4K - $6.94K
|
4.48K
$816K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
31+ 0.76% |
$5.07K - $6.52K
|
4.13K
$753K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
30+ 9.65% |
$4.91K - $6.31K
|
341
$62.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 0.93% |
$4.58K - $5.89K
|
3.04K
$555K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
21+ 0.42% |
$3.44K - $4.41K
|
5.06K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 1.03% |
$3.11K - $3.99K
|
1.87K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
18+ 0.56% |
$2.95K - $3.78K
|
3.24K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18+ 0.69% |
$2.95K - $3.78K
|
2.64K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 3.25% |
$2.62K - $3.36K
|
509
$92.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
16New |
$2.62K - $3.36K
|
16
$2.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 3.21% |
$2.45K - $3.15K
|
482
$87.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 1.08% |
$2.29K - $2.94K
|
1.32K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$2.13K - $2.73K
|
13
$2.37K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13New |
$2.13K - $2.73K
|
13
$2.37K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 6.91% |
$2.13K - $2.73K
|
201
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
12+ 3.87% |
$1.96K - $2.52K
|
322
$58.7K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
12New |
$1.96K - $2.52K
|
12
$2.19K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
12+ 0.99% |
$1.96K - $2.52K
|
1.22K
$222K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.96K - $2.52K
|
12
$2.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.96% |
$1.8K - $2.31K
|
572
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
11+ 91.67% |
$1.8K - $2.31K
|
23
$4.19K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 21.57% |
$1.8K - $2.31K
|
62
$11.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.46% |
$1.47K - $1.89K
|
1.97K
$360K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.15% |
$1.31K - $1.68K
|
5.24K
$955K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|