Purchases and Sales Made in Q4 2024 in Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM) during Q4 2024. 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 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-107- 5.47% |
$13.8K - $21.2K
|
1.85K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-108- 2.56% |
$13.9K - $21.4K
|
4.12K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-113- 6.81% |
$14.6K - $22.4K
|
1.55K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-113- 8.38% |
$14.6K - $22.4K
|
1.24K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-115- 1.54% |
$14.8K - $22.8K
|
7.35K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-116- 7.74% |
$15K - $23K
|
1.38K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 3.86% |
$15.2K - $23.4K
|
2.94K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-119- 8.25% |
$15.4K - $23.6K
|
1.32K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-127- 8.16% |
$16.4K - $25.2K
|
1.43K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-130- 9.27% |
$16.8K - $25.8K
|
1.27K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-133- 0.12% |
$17.2K - $26.4K
|
112K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-142- 0.69% |
$18.3K - $28.1K
|
20.3K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.48% |
$18.7K - $28.7K
|
30.2K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-145- 0.5% |
$18.7K - $28.7K
|
29K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-151- 0.64% |
$19.5K - $29.9K
|
23.4K
$4.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-152- 0.41% |
$19.6K - $30.1K
|
36.7K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-160- 7.79% |
$20.7K - $31.7K
|
1.89K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-167- 5.2% |
$21.6K - $33.1K
|
3.04K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-186- 5.7% |
$24K - $36.9K
|
3.08K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-190- 0.78% |
$24.5K - $37.7K
|
24.3K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-194- 5.74% |
$25.1K - $38.5K
|
3.18K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-198- 4.8% |
$25.6K - $39.2K
|
3.93K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 5.41% |
$25.8K - $39.6K
|
3.5K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.95% |
$25.8K - $39.6K
|
20.8K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-200- 0.96% |
$25.8K - $39.6K
|
20.6K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-201- 6.41% |
$26K - $39.8K
|
2.93K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-202- 0.75% |
$26.1K - $40K
|
26.8K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-204- 4.25% |
$26.3K - $40.4K
|
4.6K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-207- 5.36% |
$26.7K - $41K
|
3.66K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-210- 6.83% |
$27.1K - $41.6K
|
2.86K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-212- 9.2% |
$27.4K - $42K
|
2.09K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-228- 1.78% |
$29.4K - $45.2K
|
12.6K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-229- 1.6% |
$29.6K - $45.4K
|
14.1K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-229- 7.81% |
$29.6K - $45.4K
|
2.7K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-235- 8.41% |
$30.3K - $46.6K
|
2.56K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-237- 13.34% |
$30.6K - $47K
|
1.54K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-238- 4.97% |
$30.7K - $47.2K
|
4.56K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-240- 0.38% |
$31K - $47.6K
|
62.5K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-245- 3.21% |
$31.6K - $48.6K
|
7.38K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-247- 1.04% |
$31.9K - $49K
|
23.5K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 50.0% |
$32.3K - $49.6K
|
250
$46.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-251- 0.97% |
$32.4K - $49.8K
|
25.6K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-254- 14.24% |
$32.8K - $50.3K
|
1.53K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-264- 10.37% |
$34.1K - $52.3K
|
2.28K
$428K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 3.65% |
$35.1K - $53.9K
|
7.19K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-278- 1.93% |
$35.9K - $55.1K
|
14.1K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-292- 9.71% |
$37.7K - $57.9K
|
2.72K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-292- 74.49% |
$37.7K - $57.9K
|
100
$18.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-297- 2.57% |
$38.4K - $58.9K
|
11.3K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-298- 13.17% |
$38.5K - $59.1K
|
1.96K
$369K
|