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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.13KNew |
$307K - $439K
|
2.13K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.08KNew |
$301K - $430K
|
2.08K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.95KNew |
$282K - $403K
|
1.95K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9K+ 18.86% |
$274K - $392K
|
12K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.89KNew |
$273K - $390K
|
1.89K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.86KNew |
$268K - $384K
|
1.86K
$387K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.8K+ 878.05% |
$260K - $372K
|
2.01K
$417K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.8K+ 25.97% |
$259K - $371K
|
8.71K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.78K+ 33.1% |
$256K - $367K
|
7.15K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.77K+ 104.73% |
$256K - $366K
|
3.46K
$721K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.77KNew |
$255K - $365K
|
1.77K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 12.09% |
$249K - $356K
|
16K
$3.33M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.69KNew |
$243K - $348K
|
1.69K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.67KNew |
$241K - $346K
|
1.67K
$349K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.66KNew |
$240K - $344K
|
1.66K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.66K+ 15.01% |
$239K - $342K
|
12.7K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.6KNew |
$230K - $330K
|
1.6K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.57KNew |
$227K - $325K
|
1.57K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.55KNew |
$224K - $320K
|
1.55K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.44KNew |
$207K - $296K
|
1.44K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.39KNew |
$201K - $288K
|
1.39K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.39KNew |
$200K - $286K
|
1.39K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$199K - $285K
|
1.38K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$197K - $282K
|
1.36K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.36K+ 21.62% |
$197K - $281K
|
7.67K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.36KNew |
$196K - $281K
|
1.36K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.36KNew |
$196K - $280K
|
1.36K
$283K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.34KNew |
$194K - $277K
|
1.34K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 77.46% |
$193K - $277K
|
3.07K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.32K+ 44.4% |
$190K - $272K
|
4.28K
$892K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.29KNew |
$186K - $266K
|
1.29K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.29K+ 4.35% |
$185K - $266K
|
30.8K
$6.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.27K+ 15.95% |
$183K - $262K
|
9.22K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$181K - $258K
|
1.25K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.24KNew |
$179K - $257K
|
1.24K
$259K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24KNew |
$179K - $256K
|
1.24K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.24KNew |
$179K - $256K
|
1.24K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.22KNew |
$176K - $252K
|
1.22K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.21K+ 0.85% |
$175K - $250K
|
144K
$29.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.21KNew |
$175K - $250K
|
1.21K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.2KNew |
$174K - $248K
|
1.2K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.2KNew |
$173K - $248K
|
1.2K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.2KNew |
$173K - $247K
|
1.2K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$172K - $247K
|
1.2K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.19KNew |
$171K - $245K
|
1.19K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.16KNew |
$167K - $239K
|
1.16K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.15KNew |
$166K - $237K
|
1.15K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.15K+ 8.84% |
$166K - $237K
|
14.2K
$2.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.13KNew |
$164K - $234K
|
1.13K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.13K+ 136.52% |
$163K - $233K
|
1.96K
$407K
|