Purchases and Sales Made in Q1 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.74K+ 13.68% |
$427K - $537K
|
31.1K
$6.47M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.69KNew |
$421K - $529K
|
3.69K
$767K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.65K+ 1.29% |
$417K - $524K
|
287K
$59.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.56KNew |
$407K - $512K
|
3.56K
$742K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5KNew |
$399K - $502K
|
3.5K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.46KNew |
$394K - $496K
|
3.46K
$719K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.29K+ 2.31% |
$375K - $472K
|
146K
$30.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.16K+ 10.96% |
$360K - $453K
|
32K
$6.66M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
3.15K+ 21.06% |
$359K - $451K
|
18.1K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.13K+ 43.63% |
$357K - $449K
|
10.3K
$2.14M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 58.76% |
$345K - $434K
|
8.17K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.96K+ 19.02% |
$338K - $426K
|
18.5K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$338K - $425K
|
2.96K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.96K+ 36.72% |
$338K - $425K
|
11K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 56.82% |
$336K - $423K
|
8.13K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.91K+ 96.26% |
$332K - $418K
|
5.93K
$1.23M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.88KNew |
$328K - $413K
|
2.88K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.8KNew |
$320K - $402K
|
2.8K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.67KNew |
$305K - $384K
|
2.67K
$557K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.67K+ 7.68% |
$305K - $384K
|
37.5K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.59K+ 3.34% |
$295K - $372K
|
80K
$16.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.49K+ 71.82% |
$284K - $357K
|
5.95K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.43K+ 2.8% |
$278K - $349K
|
89.4K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.41KNew |
$275K - $346K
|
2.41K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.4KNew |
$274K - $345K
|
2.4K
$500K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.37KNew |
$271K - $341K
|
2.37K
$494K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.36K+ 8.37% |
$270K - $339K
|
30.6K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.3KNew |
$262K - $330K
|
2.3K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 22.76% |
$252K - $317K
|
11.9K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.14KNew |
$244K - $307K
|
2.14K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 3.24% |
$242K - $304K
|
67.5K
$14.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.09K+ 7.9% |
$238K - $299K
|
28.5K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03KNew |
$232K - $292K
|
2.03K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.98K+ 169.52% |
$226K - $284K
|
3.15K
$655K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.95K+ 29.0% |
$223K - $280K
|
8.67K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.95KNew |
$222K - $279K
|
1.95K
$405K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.91K+ 10.33% |
$218K - $274K
|
20.4K
$4.25M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.89KNew |
$216K - $271K
|
1.89K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.89KNew |
$216K - $271K
|
1.89K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.87KNew |
$213K - $269K
|
1.87K
$390K
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.84KNew |
$210K - $264K
|
1.84K
$383K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 2.62% |
$206K - $259K
|
70.7K
$14.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.75K+ 3.23% |
$200K - $251K
|
56K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.72KNew |
$197K - $247K
|
1.72K
$359K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.67KNew |
$190K - $239K
|
1.67K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.54K+ 10.79% |
$176K - $222K
|
15.9K
$3.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.43K+ 5.11% |
$163K - $205K
|
29.3K
$6.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.42K+ 23.42% |
$162K - $204K
|
7.48K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 15.05% |
$160K - $201K
|
10.7K
$2.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.34K+ 17.81% |
$153K - $192K
|
8.86K
$1.85M
|