Purchases and Sales Made in Q3 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
220+ 51.16% |
$28.3K - $61.8K
|
650
$136K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
220New |
$28.3K - $61.8K
|
220
$46.1K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
218+ 94.78% |
$28K - $61.2K
|
448
$93.9K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
216+ 122.73% |
$27.7K - $60.7K
|
392
$82.1K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 100.48% |
$26.9K - $58.7K
|
417
$87.4K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 103.0% |
$26.5K - $57.9K
|
406
$85.1K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
199+ 245.68% |
$25.6K - $55.9K
|
280
$58.7K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
192New |
$24.7K - $53.9K
|
192
$40.2K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
180+ 100.0% |
$23.1K - $50.6K
|
360
$75.4K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
179New |
$23K - $50.3K
|
179
$37.5K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
170+ 100.59% |
$21.8K - $47.8K
|
339
$71K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
164+ 105.13% |
$21.1K - $46.1K
|
320
$67K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
162+ 182.02% |
$20.8K - $45.5K
|
251
$52.6K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
160New |
$20.6K - $45K
|
160
$33.5K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
157+ 100.0% |
$20.2K - $44.1K
|
314
$65.8K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
141+ 67.46% |
$18.1K - $39.6K
|
350
$73.3K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 72.53% |
$17K - $37.1K
|
314
$65.8K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
118+ 100.0% |
$15.2K - $33.2K
|
236
$49.4K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
118New |
$15.2K - $33.2K
|
118
$24.7K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
109+ 100.0% |
$14K - $30.6K
|
218
$45.7K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
106New |
$13.6K - $29.8K
|
106
$22.2K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
105+ 82.68% |
$13.5K - $29.5K
|
232
$48.6K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
100New |
$12.8K - $28.1K
|
100
$20.9K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$41.9K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$12.8K - $28.1K
|
200
$41.9K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
98+ 1225.0% |
$12.6K - $27.5K
|
106
$22.2K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
95+ 5.73% |
$12.2K - $26.7K
|
1.75K
$367K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 1187.5% |
$12.2K - $26.7K
|
103
$21.6K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
94+ 100.0% |
$12.1K - $26.4K
|
188
$39.4K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90+ 100.0% |
$11.6K - $25.3K
|
180
$37.7K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 197.73% |
$11.2K - $24.4K
|
131
$27.4K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$34.8K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83+ 100.0% |
$10.7K - $23.3K
|
166
$34.8K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
81+ 2.58% |
$10.4K - $22.8K
|
3.23K
$676K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 100.0% |
$10.3K - $22.5K
|
160
$33.5K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 100.0% |
$9.25K - $20.2K
|
144
$30.2K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
71New |
$9.12K - $19.9K
|
71
$14.9K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69New |
$8.86K - $19.4K
|
69
$14.5K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
69+ 121.05% |
$8.86K - $19.4K
|
126
$26.4K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
67New |
$8.61K - $18.8K
|
67
$14K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
66+ 100.0% |
$8.48K - $18.5K
|
132
$27.7K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63New |
$8.09K - $17.7K
|
63
$13.2K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61+ 100.0% |
$7.84K - $17.1K
|
122
$25.6K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$25.1K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
60+ 100.0% |
$7.71K - $16.9K
|
120
$25.1K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53+ 106.0% |
$6.81K - $14.9K
|
103
$21.6K
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52+ 100.0% |
$6.68K - $14.6K
|
104
$21.8K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 100.0% |
$6.42K - $14K
|
100
$20.9K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 1200.0% |
$6.17K - $13.5K
|
52
$10.9K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
47+ 73.44% |
$6.04K - $13.2K
|
111
$23.3K
|