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 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 62.96% |
$1.79K - $2.6K
|
44
$9.16K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 46.67% |
$1.48K - $2.14K
|
44
$9.16K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.48K - $2.14K
|
14
$2.91K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10New |
$1.05K - $1.53K
|
10
$2.08K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10New |
$1.05K - $1.53K
|
10
$2.08K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 0.12% |
$1.05K - $1.53K
|
8.1K
$1.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.14% |
$1.05K - $1.53K
|
7.32K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9New |
$949 - $1.38K
|
9
$1.87K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
7+ 6.93% |
$738 - $1.07K
|
108
$22.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 0.38% |
$738 - $1.07K
|
1.84K
$383K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.54% |
$633 - $919
|
1.12K
$234K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$633 - $919
|
6
$1.25K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 25.0% |
$422 - $613
|
20
$4.16K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 4.0% |
$316 - $459
|
78
$16.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.03% |
$316 - $459
|
10.5K
$2.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.04% |
$211 - $306
|
5.33K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.22% |
$211 - $306
|
92
$19.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$211 - $306
|
2.2K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$211 - $306
|
6.34K
$1.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 9.09% |
$105 - $153
|
12
$2.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1+ 0.05% |
$105 - $153
|
2.2K
$458K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 1.0% |
$105 - $153
|
101
$21K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.11% |
$105 - $153
|
916
$191K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 9.09% |
$105 - $153
|
10
$2.08K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 40.0% |
$422 - $613
|
6
$1.25K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 46.15% |
$633 - $919
|
7
$1.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 19.61% |
$1.05K - $1.53K
|
41
$8.54K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10- 27.03% |
$1.05K - $1.53K
|
27
$5.62K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10Closed |
$1.05K - $1.53K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 50.0% |
$1.05K - $1.53K
|
10
$2.08K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 37.93% |
$1.16K - $1.68K
|
18
$3.75K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19Closed |
$2K - $2.91K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-20Closed |
$2.11K - $3.06K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-25- 1.3% |
$2.64K - $3.83K
|
1.9K
$396K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-25Closed |
$2.64K - $3.83K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-28Closed |
$2.95K - $4.29K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-30- 0.32% |
$3.16K - $4.59K
|
9.4K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-31Closed |
$3.27K - $4.75K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-37Closed |
$3.9K - $5.67K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-38- 0.62% |
$4.01K - $5.82K
|
6.05K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 12.36% |
$4.64K - $6.74K
|
312
$65K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-49Closed |
$5.17K - $7.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-52- 2.02% |
$5.48K - $7.96K
|
2.52K
$525K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-60- 1.69% |
$6.33K - $9.19K
|
3.49K
$727K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62- 2.44% |
$6.54K - $9.49K
|
2.48K
$516K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-74- 0.68% |
$7.8K - $11.3K
|
10.7K
$2.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-85Closed |
$8.96K - $13K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-88- 0.21% |
$9.28K - $13.5K
|
42.6K
$8.86M
|