Purchases and Sales Made in Q4 2022 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
514+ 10.6% |
$57.4K - $69.6K
|
5.36K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
500+ 7.08% |
$55.9K - $67.7K
|
7.57K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
462+ 2.39% |
$51.6K - $62.5K
|
19.8K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
461New |
$51.5K - $62.4K
|
461
$86.5K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
443+ 24.37% |
$49.5K - $60K
|
2.26K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
420+ 20.62% |
$46.9K - $56.9K
|
2.46K
$461K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
410New |
$45.8K - $55.5K
|
410
$77K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400+ 2.47% |
$44.7K - $54.1K
|
16.6K
$3.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
388+ 8.72% |
$43.3K - $52.5K
|
4.84K
$908K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
377New |
$42.1K - $51K
|
377
$70.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
337+ 14.96% |
$37.6K - $45.6K
|
2.59K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
333New |
$37.2K - $45.1K
|
333
$62.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
330+ 160.98% |
$36.9K - $44.7K
|
535
$100K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
313New |
$35K - $42.4K
|
313
$58.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
311+ 56.24% |
$34.7K - $42.1K
|
864
$162K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
310+ 1.27% |
$34.6K - $42K
|
24.6K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
294+ 249.15% |
$32.8K - $39.8K
|
412
$77.3K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
276+ 12.15% |
$30.8K - $37.4K
|
2.55K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
271+ 14.7% |
$30.3K - $36.7K
|
2.11K
$397K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
240New |
$26.8K - $32.5K
|
240
$45.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
233+ 12.33% |
$26K - $31.5K
|
2.12K
$398K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
210+ 210.0% |
$23.5K - $28.4K
|
310
$58.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
208+ 37.75% |
$23.2K - $28.2K
|
759
$142K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
203+ 4.26% |
$22.7K - $27.5K
|
4.97K
$932K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 1.28% |
$22.3K - $27.1K
|
15.8K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
190+ 863.64% |
$21.2K - $25.7K
|
212
$39.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
182+ 12.69% |
$20.3K - $24.6K
|
1.62K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
174+ 1.63% |
$19.4K - $23.6K
|
10.8K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
162+ 7.4% |
$18.1K - $21.9K
|
2.35K
$441K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
161+ 7.83% |
$18K - $21.8K
|
2.22K
$416K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
148+ 8.06% |
$16.5K - $20K
|
1.99K
$373K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
136+ 0.93% |
$15.2K - $18.4K
|
14.8K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.64% |
$15.1K - $18.3K
|
21.3K
$4M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
115New |
$12.8K - $15.6K
|
115
$21.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109+ 3.39% |
$12.2K - $14.8K
|
3.33K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
107+ 1.65% |
$12K - $14.5K
|
6.6K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
103New |
$11.5K - $13.9K
|
103
$19.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
94New |
$10.5K - $12.7K
|
94
$17.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
85+ 0.87% |
$9.49K - $11.5K
|
9.87K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$9.38K - $11.4K
|
84
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83New |
$9.27K - $11.2K
|
83
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
76New |
$8.49K - $10.3K
|
76
$14.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72New |
$8.04K - $9.75K
|
72
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$8.04K - $9.75K
|
72
$13.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70+ 1.5% |
$7.82K - $9.48K
|
4.73K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
70+ 0.37% |
$7.82K - $9.48K
|
19.1K
$3.58M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69New |
$7.71K - $9.34K
|
69
$13K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67+ 6.65% |
$7.48K - $9.07K
|
1.07K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
65+ 3.29% |
$7.26K - $8.8K
|
2.04K
$383K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
64+ 20.45% |
$7.15K - $8.66K
|
377
$70.8K
|