Purchases and Sales Made in Q2 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q2 2024. 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 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-95- 19.43% |
$26.5K - $30.5K
|
394
$73.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-95- 1.85% |
$26.5K - $30.5K
|
5.04K
$945K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 4.97% |
$27.9K - $32.1K
|
1.91K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.54% |
$27.9K - $32.1K
|
18.3K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 3.23% |
$27.9K - $32.1K
|
3K
$563K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-100- 25.0% |
$27.9K - $32.1K
|
300
$56.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-106- 1.68% |
$29.6K - $34.1K
|
6.21K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 10.37% |
$29.9K - $34.4K
|
925
$174K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 34.59% |
$30.7K - $35.3K
|
208
$39K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-111- 1.12% |
$31K - $35.7K
|
9.79K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-111- 1.52% |
$31K - $35.7K
|
7.2K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-111- 11.06% |
$31K - $35.7K
|
893
$168K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-115- 8.41% |
$32.1K - $37K
|
1.25K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 0.23% |
$32.4K - $37.3K
|
51.1K
$9.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-120- 13.86% |
$33.5K - $38.6K
|
746
$140K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-123- 2.25% |
$34.3K - $39.5K
|
5.34K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-125- 0.28% |
$34.9K - $40.2K
|
45K
$8.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-128- 11.14% |
$35.7K - $41.1K
|
1.02K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-130- 0.56% |
$36.3K - $41.8K
|
23.2K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-130- 0.4% |
$36.3K - $41.8K
|
32.3K
$6.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-134- 9.39% |
$37.4K - $43.1K
|
1.29K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-142- 0.79% |
$39.6K - $45.6K
|
17.9K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-148- 13.13% |
$41.3K - $47.6K
|
979
$184K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 0.89% |
$41.9K - $48.2K
|
16.7K
$3.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-154- 6.29% |
$43K - $49.5K
|
2.29K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-159- 5.87% |
$44.4K - $51.1K
|
2.55K
$478K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-163- 8.32% |
$45.5K - $52.4K
|
1.8K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-168- 14.01% |
$46.9K - $54K
|
1.03K
$193K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-168- 14.01% |
$46.9K - $54K
|
1.03K
$193K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-171- 6.97% |
$47.7K - $54.9K
|
2.28K
$428K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-173- 0.3% |
$48.3K - $55.6K
|
56.8K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-183- 6.84% |
$51.1K - $58.8K
|
2.49K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-184- 8.64% |
$51.4K - $59.1K
|
1.95K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-191- 17.57% |
$53.3K - $61.4K
|
896
$168K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.27% |
$53.3K - $61.4K
|
14.8K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-196- 14.88% |
$54.7K - $63K
|
1.12K
$210K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-196- 3.68% |
$54.7K - $63K
|
5.13K
$962K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 1.47% |
$55.8K - $64.3K
|
13.4K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-201- 3.91% |
$56.1K - $64.6K
|
4.94K
$928K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-212- 25.0% |
$59.2K - $68.1K
|
636
$119K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-221- 2.59% |
$61.7K - $71K
|
8.3K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-223- 11.77% |
$62.3K - $71.7K
|
1.67K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-227- 8.08% |
$63.4K - $72.9K
|
2.58K
$484K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-240- 1.61% |
$67K - $77.1K
|
14.7K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-240- 0.01% |
$67K - $77.1K
|
3.9M
$733M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-242- 4.68% |
$67.6K - $77.8K
|
4.93K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-257- 9.63% |
$71.8K - $82.6K
|
2.41K
$453K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-261- 20.0% |
$72.9K - $83.9K
|
1.04K
$196K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-273- 25.44% |
$76.2K - $87.7K
|
800
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-277- 5.07% |
$77.3K - $89K
|
5.19K
$973K
|