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 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-562- 0.23% |
$72.6K - $111K
|
240K
$38M
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-575- 0.64% |
$74.2K - $114K
|
89.5K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-578- 15.59% |
$74.6K - $115K
|
3.13K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 20.14% |
$75.4K - $116K
|
2.32K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-587- 8.08% |
$75.8K - $116K
|
6.68K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-591- 1.38% |
$76.3K - $117K
|
42.2K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-598- 2.18% |
$77.2K - $119K
|
26.9K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-600- 3.67% |
$77.5K - $119K
|
15.7K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-619- 7.7% |
$79.9K - $123K
|
7.42K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-621- 8.66% |
$80.2K - $123K
|
6.55K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-640- 6.45% |
$82.6K - $127K
|
9.28K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-653- 2.97% |
$84.3K - $129K
|
21.3K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-673- 1.67% |
$86.9K - $133K
|
39.6K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-743- 30.92% |
$95.9K - $147K
|
1.66K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-743- 9.25% |
$95.9K - $147K
|
7.29K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-758- 13.42% |
$97.9K - $150K
|
4.89K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-772- 2.22% |
$99.7K - $153K
|
34K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-800- 1.7% |
$103K - $159K
|
46.3K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-811- 20.58% |
$105K - $161K
|
3.13K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-844- 9.72% |
$109K - $167K
|
7.84K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-872- 44.47% |
$113K - $173K
|
1.09K
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-873- 28.95% |
$113K - $173K
|
2.14K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-874- 13.68% |
$113K - $173K
|
5.51K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-948- 6.04% |
$122K - $188K
|
14.7K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-953- 22.88% |
$123K - $189K
|
3.21K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-958- 23.33% |
$124K - $190K
|
3.15K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1K- 3.79% |
$129K - $198K
|
25.4K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 11.84% |
$133K - $205K
|
7.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.04K- 2.36% |
$135K - $207K
|
43.1K
$6.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.05K- 23.81% |
$136K - $208K
|
3.36K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 5.92% |
$138K - $212K
|
17K
$2.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 7.86% |
$139K - $214K
|
12.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.08K- 2.55% |
$140K - $214K
|
41.3K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.1K- 0.74% |
$141K - $217K
|
147K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.1K- 7.35% |
$142K - $218K
|
13.9K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.1K- 3.31% |
$142K - $218K
|
32.2K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.12% |
$143K - $220K
|
51.2K
$8.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.13K- 12.67% |
$146K - $223K
|
7.77K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.13K- 42.18% |
$146K - $224K
|
1.55K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 5.27% |
$148K - $227K
|
20.6K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16K- 0.4% |
$149K - $229K
|
289K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-1.16K- 48.15% |
$150K - $230K
|
1.25K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.16K- 37.44% |
$150K - $230K
|
1.94K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.24K- 3.44% |
$160K - $245K
|
34.8K
$5.51M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 4.0% |
$172K - $264K
|
32K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 42.25% |
$176K - $270K
|
1.86K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.4K- 5.36% |
$181K - $277K
|
24.7K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.43K- 14.61% |
$185K - $283K
|
8.36K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.44K- 5.5% |
$186K - $285K
|
24.7K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.45K- 2.74% |
$188K - $288K
|
51.5K
$8.16M
|