Purchases and Sales Made in Q1 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2022. The information is specifically focused on institutions that hold shares of WILLIAMS SONOMA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 33.33% |
$797 - $1.01K
|
24
$5.03K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.54% |
$797 - $1.01K
|
1.12K
$234K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$664 - $844
|
5
$1.05K
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
BUY
|
- |
3+ 0.09% |
$399 - $507
|
3.4K
$713K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 4.76% |
$399 - $507
|
66
$13.8K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 37.5% |
$399 - $507
|
11
$2.3K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.22% |
$266 - $338
|
917
$192K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$266 - $338
|
2
$419
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 22.22% |
$266 - $338
|
11
$2.3K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.71% |
$266 - $338
|
285
$59.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.02% |
$133 - $169
|
4.45K
$931K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$133 - $169
|
1
$209
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 2.17% |
$266 - $338
|
90
$18.9K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 6.9% |
$266 - $338
|
27
$5.66K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3Closed |
$399 - $507
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.17% |
$399 - $507
|
1.72K
$359K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 15.79% |
$399 - $507
|
16
$3.35K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 4.0% |
$531 - $675
|
96
$20.1K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.06% |
$664 - $844
|
8.72K
$1.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 2.3% |
$930 - $1.18K
|
298
$62.4K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-8- 0.1% |
$1.06K - $1.35K
|
8.1K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.21% |
$1.2K - $1.52K
|
4.38K
$917K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9- 9.57% |
$1.2K - $1.52K
|
85
$17.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9- 0.42% |
$1.2K - $1.52K
|
2.12K
$443K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9- 0.5% |
$1.2K - $1.52K
|
1.78K
$373K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9Closed |
$1.2K - $1.52K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13Closed |
$1.73K - $2.2K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 3.78% |
$1.86K - $2.36K
|
356
$74.6K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 33.33% |
$1.99K - $2.53K
|
30
$6.28K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 0.05% |
$2.13K - $2.7K
|
31.1K
$6.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$2.66K - $3.38K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-22- 0.62% |
$2.92K - $3.72K
|
3.55K
$744K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-24- 5.84% |
$3.19K - $4.05K
|
387
$81.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-25- 0.25% |
$3.32K - $4.22K
|
9.82K
$2.06M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-27Closed |
$3.59K - $4.56K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 1.24% |
$3.99K - $5.07K
|
2.39K
$500K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-33- 26.61% |
$4.38K - $5.57K
|
91
$19.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-35- 66.04% |
$4.65K - $5.91K
|
18
$3.77K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37Closed |
$4.92K - $6.25K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-40- 0.42% |
$5.31K - $6.75K
|
9.43K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-43Closed |
$5.71K - $7.26K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-46- 2.61% |
$6.11K - $7.77K
|
1.71K
$359K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-47- 0.67% |
$6.24K - $7.94K
|
6.97K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-48- 14.2% |
$6.38K - $8.11K
|
290
$60.8K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-50- 1.03% |
$6.64K - $8.44K
|
4.83K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-50- 0.91% |
$6.64K - $8.44K
|
5.47K
$1.15M
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-52- 2.4% |
$6.91K - $8.78K
|
2.11K
$443K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-55Closed |
$7.31K - $9.29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-55- 3.13% |
$7.31K - $9.29K
|
1.7K
$356K
|