Purchases and Sales Made in Q4 2021 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
987+ 22.24% |
$160K - $219K
|
5.42K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
960+ 9.22% |
$156K - $213K
|
11.4K
$2.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
929+ 3.57% |
$151K - $206K
|
27K
$5.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
918+ 33.36% |
$149K - $203K
|
3.67K
$795K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
878+ 90.8% |
$143K - $195K
|
1.85K
$400K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
878+ 22.35% |
$143K - $195K
|
4.81K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
BUY
|
- |
867+ 8.73% |
$141K - $192K
|
10.8K
$2.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
860+ 24.22% |
$140K - $191K
|
4.41K
$956K
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
815+ 5.15% |
$132K - $181K
|
16.6K
$3.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
740+ 2.72% |
$120K - $164K
|
28K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700New |
$114K - $155K
|
700
$152K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
630+ 288.99% |
$102K - $140K
|
848
$184K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
619New |
$101K - $137K
|
619
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
567+ 2.16% |
$92.2K - $126K
|
26.8K
$5.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
487+ 0.25% |
$79.2K - $108K
|
195K
$42.2M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
450+ 10.28% |
$73.1K - $99.7K
|
4.83K
$1.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
449+ 10.49% |
$73K - $99.5K
|
4.73K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
439+ 17.62% |
$71.4K - $97.3K
|
2.93K
$635K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
438+ 10.17% |
$71.2K - $97.1K
|
4.74K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
424+ 1.13% |
$68.9K - $94K
|
37.8K
$8.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
392+ 0.93% |
$63.7K - $86.9K
|
42.3K
$9.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
375+ 7.46% |
$61K - $83.1K
|
5.4K
$1.17M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
371+ 10.31% |
$60.3K - $82.2K
|
3.97K
$860K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
370New |
$60.1K - $82K
|
370
$80.2K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
370New |
$60.1K - $82K
|
370
$80.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
364New |
$59.2K - $80.7K
|
364
$78.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
338New |
$54.9K - $74.9K
|
338
$73.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
336+ 6.94% |
$54.6K - $74.5K
|
5.18K
$1.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
329+ 23.69% |
$53.5K - $72.9K
|
1.72K
$372K
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
310+ 27.31% |
$50.4K - $68.7K
|
1.45K
$313K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
286New |
$46.5K - $63.4K
|
286
$62K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
280+ 17.52% |
$45.5K - $62.1K
|
1.88K
$407K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
277+ 9.81% |
$45K - $61.4K
|
3.1K
$672K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
249+ 6.27% |
$40.5K - $55.2K
|
4.22K
$915K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
248+ 13.22% |
$40.3K - $55K
|
2.12K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
242New |
$39.3K - $53.6K
|
242
$52.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
240+ 1.59% |
$39K - $53.2K
|
15.3K
$3.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
228+ 3.37% |
$37.1K - $50.5K
|
6.99K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
223+ 1.49% |
$36.2K - $49.4K
|
15.1K
$3.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
217+ 3.8% |
$35.3K - $48.1K
|
5.93K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
213New |
$34.6K - $47.2K
|
213
$46.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
203New |
$33K - $45K
|
203
$44K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200New |
$32.5K - $44.3K
|
200
$43.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
196+ 0.92% |
$31.9K - $43.4K
|
21.6K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
191+ 18.4% |
$31K - $42.3K
|
1.23K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
180+ 4.93% |
$29.3K - $39.9K
|
3.83K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
179+ 4.13% |
$29.1K - $39.7K
|
4.52K
$979K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
176+ 7.88% |
$28.6K - $39K
|
2.41K
$522K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
166+ 2.72% |
$27K - $36.8K
|
6.27K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
163+ 3.34% |
$26.5K - $36.1K
|
5.04K
$1.09M
|