Purchases and Sales Made in Q3 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 2023. 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 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.21K - $1.57K
|
10
$2.17K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 22.5% |
$1.09K - $1.41K
|
49
$10.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 4.12% |
$847 - $1.1K
|
177
$38.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 0.28% |
$726 - $943
|
2.13K
$461K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$605 - $786
|
5
$1.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$484 - $629
|
4
$867
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 400.0% |
$484 - $629
|
5
$1.08K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 30.77% |
$484 - $629
|
17
$3.68K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.43% |
$242 - $314
|
471
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$121 - $157
|
3
$650
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1- 0.05% |
$121 - $157
|
2.09K
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 25.0% |
$121 - $157
|
3
$650
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 20.0% |
$242 - $314
|
8
$1.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 4.65% |
$242 - $314
|
41
$8.88K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.1% |
$363 - $472
|
3.07K
$666K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3- 0.16% |
$363 - $472
|
1.87K
$404K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 13.33% |
$484 - $629
|
26
$5.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 21.74% |
$605 - $786
|
18
$3.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 3.49% |
$726 - $943
|
166
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-9- 0.37% |
$1.09K - $1.41K
|
2.46K
$532K
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9- 0.49% |
$1.09K - $1.41K
|
1.82K
$394K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 0.19% |
$1.33K - $1.73K
|
5.86K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.3% |
$1.45K - $1.89K
|
3.97K
$860K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-14- 93.33% |
$1.69K - $2.2K
|
1
$217
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 4.53% |
$1.81K - $2.36K
|
316
$68.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 3.35% |
$1.93K - $2.51K
|
462
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-18- 0.38% |
$2.18K - $2.83K
|
4.71K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-19- 12.34% |
$2.3K - $2.99K
|
135
$29.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-24- 0.14% |
$2.9K - $3.77K
|
17.5K
$3.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-33- 1.52% |
$3.99K - $5.19K
|
2.15K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-34- 0.24% |
$4.11K - $5.34K
|
14.4K
$3.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 15.42% |
$4.47K - $5.82K
|
203
$44K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 0.34% |
$4.47K - $5.82K
|
10.8K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-40- 0.54% |
$4.84K - $6.29K
|
7.43K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-42- 1.16% |
$5.08K - $6.6K
|
3.58K
$775K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-45- 0.3% |
$5.44K - $7.07K
|
14.7K
$3.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-45- 1.36% |
$5.44K - $7.07K
|
3.27K
$708K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-49- 48.04% |
$5.93K - $7.7K
|
53
$11.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 4.78% |
$6.05K - $7.86K
|
996
$216K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-58- 0.79% |
$7.01K - $9.12K
|
7.28K
$1.58M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-58- 0.91% |
$7.01K - $9.12K
|
6.29K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-58- 2.49% |
$7.01K - $9.12K
|
2.28K
$493K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-58- 3.36% |
$7.01K - $9.12K
|
1.67K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-67- 1.82% |
$8.1K - $10.5K
|
3.62K
$784K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-72- 2.23% |
$8.71K - $11.3K
|
3.16K
$684K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 3.74% |
$9.07K - $11.8K
|
1.93K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-78- 25.41% |
$9.43K - $12.3K
|
229
$49.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-84- 2.63% |
$10.2K - $13.2K
|
3.11K
$674K
|