Purchases and Sales Made in Q2 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 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 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.11KNew |
$223K - $323K
|
2.11K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.09K+ 10.16% |
$220K - $320K
|
22.6K
$4.69M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.08KNew |
$219K - $318K
|
2.08K
$431K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.06K+ 12.08% |
$217K - $315K
|
19.1K
$3.96M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$215K - $313K
|
2.04K
$423K
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
2.03KNew |
$214K - $311K
|
2.03K
$420K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 1.91% |
$213K - $310K
|
108K
$22.3M
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.02KNew |
$213K - $310K
|
2.02K
$419K
|
|
Jul 27, 2022
Q2 2022
|
Reik & Co., LLC
|
BUY
|
- |
2K+ 1.6% |
$211K - $306K
|
127K
$26.3M
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.97KNew |
$208K - $302K
|
1.97K
$408K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.89KNew |
$199K - $289K
|
1.89K
$391K
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.83K+ 1.87% |
$192K - $279K
|
99.5K
$20.6M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.77KNew |
$187K - $271K
|
1.77K
$367K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.6K+ 53.7% |
$169K - $245K
|
4.59K
$951K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.59K+ 20.93% |
$168K - $244K
|
9.19K
$1.9M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.59K+ 14.87% |
$167K - $243K
|
12.2K
$2.54M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.48K+ 81.87% |
$156K - $227K
|
3.29K
$682K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.39K+ 31.36% |
$147K - $213K
|
5.84K
$1.21M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.31K+ 3.18% |
$138K - $201K
|
42.6K
$8.83M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.27K+ 26.56% |
$134K - $194K
|
6.04K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.24K+ 8.44% |
$131K - $190K
|
15.9K
$3.3M
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 52.5% |
$126K - $183K
|
3.48K
$721K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.18K+ 9.52% |
$124K - $181K
|
13.6K
$2.81M
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.07K+ 29.21% |
$113K - $164K
|
4.73K
$981K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 29.21% |
$112K - $162K
|
4.68K
$971K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.04K+ 3840.74% |
$109K - $159K
|
1.06K
$221K
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.02K+ 11.66% |
$107K - $155K
|
9.72K
$2.01M
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
987+ 3.69% |
$104K - $151K
|
27.7K
$5.75M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
917+ 43.67% |
$96.7K - $140K
|
3.02K
$625K
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
900+ 638.3% |
$94.9K - $138K
|
1.04K
$216K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
887New |
$93.6K - $136K
|
887
$184K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
858+ 5.05% |
$90.5K - $131K
|
17.8K
$3.7M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
847+ 1.08% |
$89.3K - $130K
|
79.2K
$16.4M
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
840+ 3.57% |
$88.6K - $129K
|
24.3K
$5.04M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
815+ 0.87% |
$86K - $125K
|
94.4K
$19.6M
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
802+ 113.76% |
$84.6K - $123K
|
1.51K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
782+ 17.86% |
$82.5K - $120K
|
5.16K
$1.07M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
779New |
$82.2K - $119K
|
779
$161K
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
758+ 3.55% |
$79.9K - $116K
|
22.1K
$4.59M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
757+ 30.34% |
$79.8K - $116K
|
3.25K
$674K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
756+ 12.64% |
$79.7K - $116K
|
6.74K
$1.4M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
749+ 15.83% |
$79K - $115K
|
5.48K
$1.14M
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
743+ 1.8% |
$78.4K - $114K
|
42K
$8.7M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
719+ 33.0% |
$75.8K - $110K
|
2.9K
$601K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
706+ 8.47% |
$74.5K - $108K
|
9.04K
$1.87M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
635+ 76.88% |
$67K - $97.2K
|
1.46K
$303K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
631+ 0.56% |
$66.6K - $96.6K
|
113K
$23.4M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
622+ 15.86% |
$65.6K - $95.3K
|
4.54K
$941K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$63.3K - $91.9K
|
600
$124K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
592+ 18.84% |
$62.4K - $90.7K
|
3.74K
$774K
|