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 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
256+ 11.57% |
$29.2K - $36.8K
|
2.47K
$514K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
249+ 5.27% |
$28.4K - $35.7K
|
4.97K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
233+ 0.22% |
$26.6K - $33.4K
|
105K
$22M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
216+ 0.76% |
$24.6K - $31K
|
28.8K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
205+ 3.48% |
$23.4K - $29.4K
|
6.1K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
204+ 4.31% |
$23.3K - $29.3K
|
4.94K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200New |
$22.8K - $28.7K
|
200
$41.6K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200+ 1.2% |
$22.8K - $28.7K
|
16.8K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
198+ 5.11% |
$22.6K - $28.4K
|
4.07K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
198+ 0.12% |
$22.6K - $28.4K
|
164K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
193+ 229.76% |
$22K - $27.7K
|
277
$57.7K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
187+ 8.44% |
$21.3K - $26.8K
|
2.4K
$500K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
162+ 736.36% |
$18.5K - $23.3K
|
184
$38.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
159+ 51.29% |
$18.1K - $22.8K
|
469
$97.6K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
134+ 2.78% |
$15.3K - $19.2K
|
4.96K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
124New |
$14.1K - $17.8K
|
124
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
124+ 6.08% |
$14.1K - $17.8K
|
2.16K
$450K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
119New |
$13.6K - $17.1K
|
119
$24.8K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
116+ 0.42% |
$13.2K - $16.7K
|
27.9K
$5.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$11.4K - $14.4K
|
100
$20.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 1.38% |
$11.4K - $14.4K
|
7.35K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
83+ 3.38% |
$9.47K - $11.9K
|
2.54K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83New |
$9.47K - $11.9K
|
83
$17.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
82+ 2.59% |
$9.36K - $11.8K
|
3.25K
$676K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
81+ 4.17% |
$9.24K - $11.6K
|
2.02K
$421K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 3.68% |
$8.9K - $11.2K
|
2.2K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
75+ 1.51% |
$8.56K - $10.8K
|
5.04K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74New |
$8.44K - $10.6K
|
74
$15.4K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
72+ 2.02% |
$8.22K - $10.3K
|
3.63K
$757K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 2.7% |
$7.99K - $10K
|
2.66K
$554K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61+ 0.79% |
$6.96K - $8.76K
|
7.78K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
60+ 1.91% |
$6.85K - $8.61K
|
3.2K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
59+ 3.86% |
$6.73K - $8.47K
|
1.59K
$330K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
54+ 0.62% |
$6.16K - $7.75K
|
8.76K
$1.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
50+ 2.79% |
$5.71K - $7.18K
|
1.85K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
47+ 1.41% |
$5.36K - $6.75K
|
3.38K
$703K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47New |
$5.36K - $6.75K
|
47
$9.78K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38+ 2.08% |
$4.34K - $5.46K
|
1.87K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34New |
$3.88K - $4.88K
|
34
$7.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
34+ 1.46% |
$3.88K - $4.88K
|
2.36K
$490K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34+ 32.38% |
$3.88K - $4.88K
|
139
$28.9K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
33+ 0.3% |
$3.77K - $4.74K
|
10.9K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33+ 0.5% |
$3.77K - $4.74K
|
6.66K
$1.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29New |
$3.31K - $4.16K
|
29
$6.04K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29+ 1.87% |
$3.31K - $4.16K
|
1.58K
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
28+ 6.91% |
$3.2K - $4.02K
|
433
$90.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
27+ 1.5% |
$3.08K - $3.88K
|
1.83K
$380K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$2.85K - $3.59K
|
25
$5.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 2.15% |
$2.85K - $3.59K
|
1.19K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
23+ 0.05% |
$2.62K - $3.3K
|
44.8K
$9.32M
|