Purchases and Sales Made in Q3 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
371+ 6.14% |
$41.9K - $62.7K
|
6.41K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
370+ 1.88% |
$41.7K - $62.5K
|
20K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
363+ 0.03% |
$41K - $61.3K
|
1.17M
$219M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
353+ 78.1% |
$39.8K - $59.6K
|
805
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
333+ 1.06% |
$37.6K - $56.2K
|
31.7K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
328+ 4.87% |
$37K - $55.4K
|
7.07K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
318+ 16.72% |
$35.9K - $53.7K
|
2.22K
$417K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
260+ 2.99% |
$29.3K - $43.9K
|
8.95K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
253+ 41.07% |
$28.5K - $42.7K
|
869
$163K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 44.74% |
$28.3K - $42.4K
|
812
$152K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
246+ 10.36% |
$27.8K - $41.5K
|
2.62K
$492K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
245+ 13.54% |
$27.6K - $41.4K
|
2.06K
$386K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
243+ 2.17% |
$27.4K - $41K
|
11.4K
$2.15M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
243+ 2.74% |
$27.4K - $41K
|
9.12K
$1.71M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
224+ 9.85% |
$25.3K - $37.8K
|
2.5K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
219+ 4.82% |
$24.7K - $37K
|
4.76K
$894K
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
219+ 1.23% |
$24.7K - $37K
|
18.1K
$3.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
216+ 0.41% |
$24.4K - $36.5K
|
52.3K
$9.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
208+ 10.51% |
$23.5K - $35.1K
|
2.19K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
205New |
$23.1K - $34.6K
|
205
$38.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$22.6K - $33.8K
|
200
$37.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
172+ 521.21% |
$19.4K - $29K
|
205
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
167+ 3.24% |
$18.8K - $28.2K
|
5.33K
$1M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
165+ 1.95% |
$18.6K - $27.9K
|
8.62K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
158+ 40.2% |
$17.8K - $26.7K
|
551
$103K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
147+ 33.79% |
$16.6K - $24.8K
|
582
$109K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
144+ 0.33% |
$16.2K - $24.3K
|
44.4K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
139+ 7.32% |
$15.7K - $23.5K
|
2.04K
$382K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
137+ 1.14% |
$15.5K - $23.1K
|
12.2K
$2.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
133+ 0.34% |
$15K - $22.5K
|
38.9K
$7.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
130+ 1.53% |
$14.7K - $22K
|
8.65K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
125+ 568.18% |
$14.1K - $21.1K
|
147
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
125+ 0.71% |
$14.1K - $21.1K
|
17.6K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 13.98% |
$13.4K - $20.1K
|
970
$182K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
118+ 12.66% |
$13.3K - $19.9K
|
1.05K
$197K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117+ 0.6% |
$13.2K - $19.8K
|
19.7K
$3.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
114+ 1.18% |
$12.9K - $19.3K
|
9.79K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 270.73% |
$12.5K - $18.7K
|
152
$28.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
108+ 2.69% |
$12.2K - $18.2K
|
4.12K
$773K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
96+ 16.84% |
$10.8K - $16.2K
|
666
$125K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
95+ 2.07% |
$10.7K - $16K
|
4.68K
$879K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
91+ 1.44% |
$10.3K - $15.4K
|
6.43K
$1.21M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
86+ 3.73% |
$9.7K - $14.5K
|
2.39K
$449K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
73+ 2.32% |
$8.24K - $12.3K
|
3.22K
$604K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
62+ 2.38% |
$6.99K - $10.5K
|
2.66K
$500K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
60+ 2.84% |
$6.77K - $10.1K
|
2.17K
$408K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.82% |
$6.54K - $9.79K
|
3.24K
$608K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53+ 1325.0% |
$5.98K - $8.95K
|
57
$10.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
52+ 2.36% |
$5.87K - $8.78K
|
2.25K
$423K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 9.09% |
$5.87K - $8.78K
|
624
$117K
|