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 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
43+ 81.13% |
$5.52K - $12.1K
|
96
$20.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$18.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 100.0% |
$5.4K - $11.8K
|
84
$18.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 200.0% |
$5.14K - $11.2K
|
60
$13K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$5.14K - $11.2K
|
40
$8.67K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
39+ 67.24% |
$5.01K - $11K
|
97
$21K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 82.61% |
$4.88K - $10.7K
|
84
$18.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
37+ 100.0% |
$4.75K - $10.4K
|
74
$16K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
36New |
$4.62K - $10.1K
|
36
$7.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
35+ 134.62% |
$4.5K - $9.83K
|
61
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 100.0% |
$4.37K - $9.55K
|
68
$14.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 71.11% |
$4.11K - $8.99K
|
77
$16.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 100.0% |
$4.11K - $8.99K
|
64
$13.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 100.0% |
$3.98K - $8.71K
|
62
$13.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
30+ 0.76% |
$3.85K - $8.43K
|
3.96K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
28+ 100.0% |
$3.6K - $7.87K
|
56
$12.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 123.81% |
$3.34K - $7.3K
|
47
$10.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
26+ 100.0% |
$3.34K - $7.3K
|
52
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
26New |
$3.34K - $7.3K
|
26
$5.63K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 100.0% |
$2.95K - $6.46K
|
46
$9.97K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20+ 153.85% |
$2.57K - $5.62K
|
33
$7.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 153.85% |
$2.57K - $5.62K
|
33
$7.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
16+ 133.33% |
$2.06K - $4.5K
|
28
$6.07K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 106.67% |
$2.06K - $4.5K
|
31
$6.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15+ 100.0% |
$1.93K - $4.21K
|
30
$6.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 70.0% |
$1.8K - $3.93K
|
34
$7.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$5.63K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 100.0% |
$1.67K - $3.65K
|
26
$5.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$1.54K - $3.37K
|
12
$2.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 100.0% |
$1.28K - $2.81K
|
20
$4.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10+ 166.67% |
$1.28K - $2.81K
|
16
$3.47K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.58% |
$1.16K - $2.53K
|
1.57K
$340K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$1.03K - $2.25K
|
8
$1.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 23.53% |
$1.03K - $2.25K
|
42
$9.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$1.03K - $2.25K
|
8
$1.73K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$899 - $1.97K
|
7
$1.52K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$771 - $1.69K
|
6
$1.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 100.0% |
$771 - $1.69K
|
12
$2.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$642 - $1.4K
|
5
$1.08K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$2.17K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$2.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$2.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 100.0% |
$642 - $1.4K
|
10
$2.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 166.67% |
$642 - $1.4K
|
8
$1.73K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$867
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$514 - $1.12K
|
4
$867
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$514 - $1.12K
|
4
$867
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 100.0% |
$385 - $843
|
6
$1.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 7.14% |
$385 - $843
|
45
$9.75K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 20.0% |
$385 - $843
|
18
$3.9K
|