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 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.08K+ 47.42% |
$268K - $412K
|
6.46K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.05KNew |
$265K - $406K
|
2.05K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.05KNew |
$264K - $406K
|
2.05K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.04KNew |
$263K - $404K
|
2.04K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.01KNew |
$259K - $398K
|
2.01K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$258K - $396K
|
2K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
2K+ 16.67% |
$258K - $396K
|
14K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.96KNew |
$253K - $388K
|
1.96K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.96K+ 6.73% |
$252K - $388K
|
31K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.95K+ 9.61% |
$252K - $386K
|
22.2K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.95K+ 7.32% |
$251K - $386K
|
28.5K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.93KNew |
$250K - $383K
|
1.93K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.9K+ 5.68% |
$245K - $377K
|
35.4K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.85K+ 105.76% |
$239K - $367K
|
3.61K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 56.02% |
$237K - $364K
|
5.12K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.81K+ 5.59% |
$233K - $358K
|
34.2K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.78K+ 15.62% |
$230K - $353K
|
13.2K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 29.39% |
$218K - $335K
|
7.43K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.6KNew |
$206K - $317K
|
1.6K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$205K - $314K
|
1.58K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.52KNew |
$197K - $302K
|
1.52K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 47.14% |
$196K - $301K
|
4.74K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.5KNew |
$194K - $297K
|
1.5K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.5KNew |
$193K - $297K
|
1.5K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 12.32% |
$189K - $290K
|
13.3K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.44KNew |
$186K - $286K
|
1.44K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$184K - $282K
|
1.42K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39KNew |
$180K - $276K
|
1.39K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.39KNew |
$180K - $276K
|
1.39K
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39KNew |
$179K - $275K
|
1.39K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33KNew |
$171K - $263K
|
1.33K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$170K - $261K
|
1.32K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3KNew |
$167K - $257K
|
1.3K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.29KNew |
$166K - $255K
|
1.29K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.28KNew |
$166K - $255K
|
1.28K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.28KNew |
$165K - $253K
|
1.28K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 4.24% |
$164K - $252K
|
31.2K
$5.86M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27KNew |
$163K - $251K
|
1.27K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.26K+ 46.62% |
$163K - $250K
|
3.97K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$162K - $249K
|
1.26K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
1.25KNew |
$161K - $247K
|
1.25K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.24K+ 22.45% |
$160K - $245K
|
6.74K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23KNew |
$159K - $244K
|
1.23K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.23KNew |
$159K - $243K
|
1.23K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.23K+ 85.1% |
$159K - $243K
|
2.67K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.22K+ 5.76% |
$158K - $242K
|
22.5K
$4.22M
|