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 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
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
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.29% |
$1.31K - $1.68K
|
2.74K
$499K
|
|
|
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 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5+ 0.45% |
$818 - $1.05K
|
1.1K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4+ 0.62% |
$654 - $841
|
648
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4New |
$654 - $841
|
4
$729
|
|
|
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
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 4.0% |
$327 - $420
|
52
$9.48K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$327 - $420
|
4.46K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 16.67% |
$164 - $210
|
7
$1.28K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
$164 - $210
|
1
$182
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.37% |
$164 - $210
|
271
$49.4K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$164 - $210
|
1
$182
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$164 - $210
|
1.31K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$164 - $210
|
1
$182
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$164 - $210
|
9
$1.64K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
199KNew |
$27.4M - $34.8M
|
199K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
112KNew |
$15.4M - $19.5M
|
112K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
90.3K+ 2019.66% |
$12.4M - $15.7M
|
94.7K
$17.3M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 37.81% |
$12M - $15.2M
|
318K
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
80.5KNew |
$11.1M - $14M
|
80.5K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
52.6K+ 14.87% |
$7.24M - $9.18M
|
406K
$74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
33.4KNew |
$4.6M - $5.83M
|
33.4K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
33.1KNew |
$4.56M - $5.78M
|
33.1K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$3.44M - $4.36M
|
25K
$4.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.7KNew |
$2.58M - $3.27M
|
18.7K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
14.9KNew |
$2.05M - $2.6M
|
14.9K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.2KNew |
$1.82M - $2.31M
|
13.2K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
13KNew |
$1.79M - $2.27M
|
13K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.7KNew |
$1.47M - $1.87M
|
10.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.7KNew |
$1.47M - $1.87M
|
10.7K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.76K+ 272.28% |
$930K - $1.18M
|
9.24K
$1.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.56K+ 92.06% |
$903K - $1.14M
|
13.7K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.45K+ 80.61% |
$612K - $775K
|
9.96K
$1.81M
|
|