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 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
98New |
$14.1K - $20.2K
|
98
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95New |
$13.7K - $19.6K
|
95
$19.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$13K - $18.6K
|
90
$18.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
86+ 26.71% |
$12.4K - $17.8K
|
408
$84.9K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
81+ 1.15% |
$11.7K - $16.7K
|
7.1K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
80+ 1.1% |
$11.5K - $16.5K
|
7.36K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
78+ 6.55% |
$11.2K - $16.1K
|
1.27K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
77+ 0.91% |
$11.1K - $15.9K
|
8.57K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
72+ 2.2% |
$10.4K - $14.9K
|
3.34K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
70+ 5.12% |
$10.1K - $14.5K
|
1.44K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
69+ 1.22% |
$9.95K - $14.2K
|
5.73K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
67+ 2.6% |
$9.66K - $13.8K
|
2.64K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
66New |
$9.52K - $13.6K
|
66
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
66New |
$9.52K - $13.6K
|
66
$13.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 27.78% |
$9.37K - $13.4K
|
299
$62.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 27.78% |
$9.37K - $13.4K
|
299
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61New |
$8.8K - $12.6K
|
61
$12.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
58+ 4.1% |
$8.37K - $12K
|
1.47K
$307K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55New |
$7.93K - $11.4K
|
55
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 30.51% |
$7.79K - $11.1K
|
231
$48.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
52New |
$7.5K - $10.7K
|
52
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
50+ 0.46% |
$7.21K - $10.3K
|
10.9K
$2.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
47+ 0.46% |
$6.78K - $9.7K
|
10.3K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
45New |
$6.49K - $9.29K
|
45
$9.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 9.45% |
$6.49K - $9.29K
|
521
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
44+ 0.49% |
$6.35K - $9.08K
|
8.93K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
43+ 0.81% |
$6.2K - $8.88K
|
5.35K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42New |
$6.06K - $8.67K
|
42
$8.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
41+ 1.29% |
$5.91K - $8.46K
|
3.21K
$668K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 7.5% |
$5.91K - $8.46K
|
588
$122K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
37New |
$5.34K - $7.64K
|
37
$7.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
37+ 0.33% |
$5.34K - $7.64K
|
11.2K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
35New |
$5.05K - $7.23K
|
35
$7.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 31.52% |
$4.18K - $5.99K
|
121
$25.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
28+ 0.26% |
$4.04K - $5.78K
|
10.6K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
28New |
$4.04K - $5.78K
|
28
$5.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28New |
$4.04K - $5.78K
|
28
$5.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.19% |
$3.89K - $5.57K
|
14.3K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 17.01% |
$3.61K - $5.16K
|
172
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 1.63% |
$3.32K - $4.75K
|
1.43K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22+ 0.55% |
$3.17K - $4.54K
|
4.04K
$841K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 40.38% |
$3.03K - $4.34K
|
73
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$2.88K - $4.13K
|
20
$4.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$2.88K - $4.13K
|
20
$4.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 3.9% |
$2.6K - $3.72K
|
480
$99.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 15.52% |
$2.6K - $3.72K
|
134
$27.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
17+ 0.64% |
$2.45K - $3.51K
|
2.66K
$554K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.49% |
$2.16K - $3.1K
|
3.09K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
15New |
$2.16K - $3.1K
|
15
$3.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$1.87K - $2.68K
|
13
$2.71K
|