Purchases and Sales Made in Q4 2023 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 15.21% |
$1.02M - $1.47M
|
53.8K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
7.06KNew |
$1.02M - $1.46M
|
7.06K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.05K+ 4.51% |
$1.02M - $1.46M
|
163K
$34M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.95K+ 261.13% |
$1M - $1.44M
|
9.62K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.83K+ 1.35% |
$985K - $1.41M
|
512K
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
6.7K+ 13.32% |
$966K - $1.38M
|
57K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
6.19KNew |
$893K - $1.28M
|
6.19K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
6.1K+ 15.71% |
$880K - $1.26M
|
44.9K
$9.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.03KNew |
$870K - $1.24M
|
6.03K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
6KNew |
$865K - $1.24M
|
6K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.94K+ 247.77% |
$857K - $1.23M
|
8.34K
$1.74M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
5.87KNew |
$847K - $1.21M
|
5.87K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.86K+ 17.87% |
$845K - $1.21M
|
38.7K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$839K - $1.2M
|
5.82K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.77K+ 95.44% |
$833K - $1.19M
|
11.8K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.36KNew |
$774K - $1.11M
|
5.36K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.26K+ 373.9% |
$758K - $1.09M
|
6.66K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.87K+ 10.07% |
$702K - $1M
|
53.2K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.79K+ 10.72% |
$691K - $989K
|
49.5K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.66K+ 5.46% |
$672K - $961K
|
89.9K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.65K+ 11.03% |
$671K - $960K
|
46.8K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.58K+ 91.63% |
$660K - $945K
|
9.57K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.4K+ 89.34% |
$635K - $909K
|
9.33K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.1KNew |
$591K - $846K
|
4.1K
$853K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.99K+ 53.86% |
$575K - $823K
|
11.4K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.82KNew |
$551K - $789K
|
3.82K
$795K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
3.76K+ 7.11% |
$543K - $777K
|
56.7K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.66KNew |
$528K - $756K
|
3.66K
$762K
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
3.59K+ 115.35% |
$517K - $740K
|
6.69K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.36K+ 11.74% |
$484K - $693K
|
32K
$6.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
3.3KNew |
$476K - $682K
|
3.3K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.29K+ 3.37% |
$474K - $679K
|
101K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.24K+ 12.6% |
$468K - $669K
|
29K
$6.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.18KNew |
$459K - $657K
|
3.18K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.03KNew |
$436K - $625K
|
3.03K
$630K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.01K+ 23.88% |
$434K - $621K
|
15.6K
$3.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.99KNew |
$431K - $618K
|
2.99K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.87KNew |
$414K - $593K
|
2.87K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
2.86KNew |
$412K - $590K
|
2.86K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.8KNew |
$404K - $578K
|
2.8K
$583K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.74KNew |
$394K - $565K
|
2.74K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.67KNew |
$384K - $550K
|
2.67K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.54K+ 25.83% |
$366K - $524K
|
12.4K
$2.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.51K+ 60.78% |
$363K - $519K
|
6.65K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.47KNew |
$356K - $510K
|
2.47K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.32K+ 15.86% |
$335K - $479K
|
17K
$3.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.29KNew |
$330K - $472K
|
2.29K
$476K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.23K+ 7.71% |
$321K - $459K
|
31.1K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.2KNew |
$318K - $455K
|
2.2K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.2K+ 43920.0% |
$317K - $453K
|
2.2K
$458K
|