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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
399+ 0.7% |
$51.5K - $79.1K
|
57.5K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
399+ 57.25% |
$51.5K - $79.1K
|
1.1K
$206K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
386+ 5.82% |
$49.8K - $76.5K
|
7.01K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
384+ 48.48% |
$49.6K - $76.1K
|
1.18K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
368New |
$47.5K - $72.9K
|
368
$69.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
364+ 14.56% |
$47K - $72.1K
|
2.86K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
360+ 6.56% |
$46.5K - $71.4K
|
5.85K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
330+ 13.42% |
$42.6K - $65.4K
|
2.79K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
329+ 141.81% |
$42.5K - $65.2K
|
561
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
318+ 2.77% |
$41.1K - $63K
|
11.8K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
312+ 6.73% |
$40.3K - $61.8K
|
4.95K
$929K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
310+ 3.56% |
$40K - $61.4K
|
9.01K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
308+ 57.79% |
$39.8K - $61K
|
841
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
302New |
$39K - $59.9K
|
302
$56.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
299New |
$38.6K - $59.3K
|
299
$56.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
297+ 12.71% |
$38.4K - $58.9K
|
2.63K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
296New |
$38.2K - $58.7K
|
296
$55.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
284+ 0.48% |
$36.7K - $56.3K
|
59.1K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
275New |
$35.5K - $54.5K
|
275
$51.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
255+ 5.98% |
$32.9K - $50.5K
|
4.52K
$848K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
250New |
$32.3K - $49.6K
|
250
$46.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
248New |
$32K - $49.2K
|
248
$46.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
240+ 25.0% |
$31K - $47.6K
|
1.2K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
219+ 3.92% |
$28.3K - $43.4K
|
5.81K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
216New |
$27.9K - $42.8K
|
216
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206+ 10.36% |
$26.6K - $40.8K
|
2.2K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
203New |
$26.2K - $40.2K
|
203
$38.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
201New |
$26K - $39.8K
|
201
$37.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 2.06% |
$25.8K - $39.6K
|
9.9K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$25.8K - $39.6K
|
200
$37.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
200+ 7.58% |
$25.8K - $39.6K
|
2.84K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
200+ 5.7% |
$25.8K - $39.6K
|
3.71K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
189+ 8.98% |
$24.4K - $37.5K
|
2.29K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
167+ 5.86% |
$21.6K - $33.1K
|
3.02K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
161+ 8.21% |
$20.8K - $31.9K
|
2.12K
$398K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
159+ 0.61% |
$20.5K - $31.5K
|
26K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 69.72% |
$19.6K - $30.1K
|
370
$69.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 11.83% |
$19.6K - $30.1K
|
1.44K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
147+ 2.74% |
$19K - $29.1K
|
5.52K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
143+ 6.72% |
$18.5K - $28.3K
|
2.27K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 47.18% |
$18.3K - $28.1K
|
443
$83.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 7.1% |
$16.1K - $24.8K
|
1.89K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
121+ 2.36% |
$15.6K - $24K
|
5.26K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
115+ 4.82% |
$14.8K - $22.8K
|
2.5K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
114+ 2.68% |
$14.7K - $22.6K
|
4.37K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
114+ 0.83% |
$14.7K - $22.6K
|
13.8K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
110New |
$14.2K - $21.8K
|
110
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
109New |
$14.1K - $21.6K
|
109
$20.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 4.87% |
$13.9K - $21.4K
|
2.33K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
104+ 7.24% |
$13.4K - $20.6K
|
1.54K
$289K
|