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 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 9.04% |
$2.16K - $3.1K
|
151
$31.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.86% |
$2.45K - $3.51K
|
1.96K
$408K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-21- 1.23% |
$3.03K - $4.34K
|
1.68K
$351K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-21- 1.54% |
$3.03K - $4.34K
|
1.34K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-22- 11.22% |
$3.17K - $4.54K
|
174
$36.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 1.91% |
$3.61K - $5.16K
|
1.29K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-28- 1.57% |
$4.04K - $5.78K
|
1.76K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41- 1.71% |
$5.91K - $8.46K
|
2.36K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41- 0.96% |
$5.91K - $8.46K
|
4.22K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-44- 29.93% |
$6.35K - $9.08K
|
103
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-46- 0.8% |
$6.63K - $9.5K
|
5.73K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 1.46% |
$7.21K - $10.3K
|
3.37K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-55- 0.19% |
$7.93K - $11.4K
|
29.7K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55- 3.91% |
$7.93K - $11.4K
|
1.35K
$281K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-55- 36.18% |
$7.93K - $11.4K
|
97
$20.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.13% |
$7.93K - $11.4K
|
41.5K
$8.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-56- 6.46% |
$8.08K - $11.6K
|
811
$169K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56- 1.5% |
$8.08K - $11.6K
|
3.67K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57- 0.35% |
$8.22K - $11.8K
|
16K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57- 9.09% |
$8.22K - $11.8K
|
570
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60- 2.44% |
$8.65K - $12.4K
|
2.39K
$498K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-60- 3.71% |
$8.65K - $12.4K
|
1.56K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-75- 5.4% |
$10.8K - $15.5K
|
1.32K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-80- 0.94% |
$11.5K - $16.5K
|
8.47K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-84- 3.92% |
$12.1K - $17.3K
|
2.06K
$429K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-84- 45.65% |
$12.1K - $17.3K
|
100
$20.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-85- 4.8% |
$12.3K - $17.5K
|
1.68K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-90- 4.95% |
$13K - $18.6K
|
1.73K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-91- 8.34% |
$13.1K - $18.8K
|
1K
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-92- 4.91% |
$13.3K - $19K
|
1.78K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93- 2.45% |
$13.4K - $19.2K
|
3.7K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-94- 5.68% |
$13.6K - $19.4K
|
1.56K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-96- 4.32% |
$13.8K - $19.8K
|
2.13K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 1.45% |
$13.8K - $19.8K
|
6.52K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 5.83% |
$14.4K - $20.6K
|
1.62K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-100- 53.19% |
$14.4K - $20.6K
|
88
$18.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-101- 3.14% |
$14.6K - $20.9K
|
3.11K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-102- 3.85% |
$14.7K - $21.1K
|
2.55K
$531K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-107- 1.18% |
$15.4K - $22.1K
|
8.98K
$1.87M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-114- 5.11% |
$16.4K - $23.5K
|
2.12K
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-125- 3.88% |
$18K - $25.8K
|
3.1K
$645K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-129- 27.39% |
$18.6K - $26.6K
|
342
$71.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-129- 1.74% |
$18.6K - $26.6K
|
7.28K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-132- 82.5% |
$19K - $27.3K
|
28
$5.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-137- 1.81% |
$19.8K - $28.3K
|
7.43K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-143- 14.36% |
$20.6K - $29.5K
|
853
$178K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-147- 11.14% |
$21.2K - $30.3K
|
1.17K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-149- 8.62% |
$21.5K - $30.8K
|
1.58K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-159- 8.23% |
$22.9K - $32.8K
|
1.77K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-159- 4.89% |
$22.9K - $32.8K
|
3.09K
$644K
|