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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
52+ 1.49% |
$5.87K - $8.78K
|
3.54K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$5.64K - $8.44K
|
50
$9.39K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
48New |
$5.41K - $8.11K
|
48
$9.01K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
43+ 9.41% |
$4.85K - $7.26K
|
500
$93.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43New |
$4.85K - $7.26K
|
43
$8.07K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
42+ 0.66% |
$4.74K - $7.09K
|
6.44K
$1.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
40+ 0.46% |
$4.51K - $6.75K
|
8.65K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31+ 1.92% |
$3.5K - $5.23K
|
1.64K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$3.5K - $5.23K
|
31
$5.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
29+ 1.38% |
$3.27K - $4.9K
|
2.13K
$399K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 61.36% |
$3.05K - $4.56K
|
71
$13.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
27+ 0.54% |
$3.05K - $4.56K
|
5.04K
$945K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 5.13% |
$3.05K - $4.56K
|
553
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 28.26% |
$2.93K - $4.39K
|
118
$22.2K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26+ 130.0% |
$2.93K - $4.39K
|
46
$8.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.17% |
$2.93K - $4.39K
|
2.24K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20New |
$2.26K - $3.38K
|
20
$3.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
19+ 0.3% |
$2.14K - $3.21K
|
6.36K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
19+ 6.46% |
$2.14K - $3.21K
|
313
$58.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 23.08% |
$2.03K - $3.04K
|
96
$18K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 0.71% |
$2.03K - $3.04K
|
2.57K
$483K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
16New |
$1.8K - $2.7K
|
16
$3K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
15+ 1.37% |
$1.69K - $2.53K
|
1.11K
$209K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
15New |
$1.69K - $2.53K
|
15
$2.82K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 4.11% |
$1.69K - $2.53K
|
380
$71.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.49% |
$1.69K - $2.53K
|
3.06K
$575K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 600.0% |
$1.35K - $2.03K
|
14
$2.63K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
12+ 37.5% |
$1.35K - $2.03K
|
44
$8.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11New |
$1.24K - $1.86K
|
11
$2.07K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.13K - $1.69K
|
10
$1.88K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 55.56% |
$1.13K - $1.69K
|
28
$5.26K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 128.57% |
$1.02K - $1.52K
|
16
$3K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 50.0% |
$1.02K - $1.52K
|
27
$5.07K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.53% |
$677 - $1.01K
|
1.13K
$212K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
5New |
$564 - $844
|
5
$939
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 2.7% |
$338 - $507
|
114
$21.4K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 10.0% |
$113 - $169
|
11
$2.07K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$113 - $169
|
1
$188
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$113 - $169
|
810
$152K
|
|
|
Oct 24, 2022
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$113 - $169
|
299
$56.1K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1- 0.59% |
$113 - $169
|
169
$31.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 16.67% |
$226 - $338
|
10
$1.88K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2- 0.04% |
$226 - $338
|
5.33K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.05% |
$338 - $507
|
6.18K
$1.16M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.97% |
$677 - $1.01K
|
299
$56.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 50.0% |
$790 - $1.18K
|
7
$1.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-8- 1.91% |
$902 - $1.35K
|
410
$77K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10- 18.87% |
$1.13K - $1.69K
|
43
$8.07K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-11- 3.17% |
$1.24K - $1.86K
|
336
$63.1K
|