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 |
|---|---|---|---|---|---|---|---|
|
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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.34% |
$2.62K - $3.36K
|
4.71K
$859K
|
|
|
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 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 12.82% |
$1.64K - $2.1K
|
88
$16K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
8+ 0.16% |
$1.31K - $1.68K
|
4.95K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.46K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.29% |
$1.31K - $1.68K
|
2.74K
$499K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 30.77% |
$1.31K - $1.68K
|
34
$6.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 7.69% |
$982 - $1.26K
|
84
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.07% |
$818 - $1.05K
|
7.56K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.25% |
$818 - $1.05K
|
1.99K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 14.29% |
$818 - $1.05K
|
40
$7.29K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.03% |
$818 - $1.05K
|
14.6K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.2% |
$818 - $1.05K
|
2.53K
$460K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5+ 0.45% |
$818 - $1.05K
|
1.1K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.22% |
$818 - $1.05K
|
414
$75.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4New |
$654 - $841
|
4
$729
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4+ 0.62% |
$654 - $841
|
648
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 0.47% |
$654 - $841
|
852
$155K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 66.67% |
$654 - $841
|
10
$1.82K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.02% |
$654 - $841
|
16K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$654 - $841
|
4
$729
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.59% |
$654 - $841
|
256
$46.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.15% |
$491 - $631
|
2.07K
$377K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 50.0% |
$491 - $631
|
9
$1.64K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.73% |
$491 - $631
|
412
$75.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3+ 0.01% |
$491 - $631
|
24.1K
$4.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3+ 0.24% |
$491 - $631
|
1.25K
$227K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2New |
$327 - $420
|
2
$364
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 1.89% |
$327 - $420
|
108
$19.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2New |
$327 - $420
|
2
$364
|
|