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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
115+ 4.82% |
$14.8K - $22.8K
|
2.5K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
114+ 2.68% |
$14.7K - $22.6K
|
4.37K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
114+ 0.83% |
$14.7K - $22.6K
|
13.8K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
110New |
$14.2K - $21.8K
|
110
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
109New |
$14.1K - $21.6K
|
109
$17.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 4.87% |
$13.9K - $21.4K
|
2.33K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
104+ 7.24% |
$13.4K - $20.6K
|
1.54K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$12.9K - $19.8K
|
100
$15.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
87+ 3.68% |
$11.2K - $17.2K
|
2.45K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
82New |
$10.6K - $16.3K
|
82
$13K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
78New |
$10.1K - $15.5K
|
78
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.1% |
$9.81K - $15.1K
|
6.97K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70+ 2.79% |
$9.04K - $13.9K
|
2.58K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
66+ 1.64% |
$8.52K - $13.1K
|
4.09K
$648K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
59+ 0.95% |
$7.62K - $11.7K
|
6.24K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56+ 1.64% |
$7.23K - $11.1K
|
3.47K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 15.45% |
$6.84K - $10.5K
|
396
$62.7K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$6.71K - $10.3K
|
52
$8.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.44% |
$6.33K - $9.71K
|
11.2K
$1.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 148.48% |
$6.33K - $9.71K
|
82
$13K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 17.14% |
$6.2K - $9.51K
|
328
$52K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
48+ 2.78% |
$6.2K - $9.51K
|
1.77K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47+ 180.77% |
$6.07K - $9.32K
|
73
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 460.0% |
$5.94K - $9.12K
|
56
$8.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
43+ 1.3% |
$5.55K - $8.52K
|
3.35K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 3.55% |
$5.29K - $8.13K
|
1.2K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33+ 1.02% |
$4.26K - $6.54K
|
3.26K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$5.07K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
31+ 1550.0% |
$4K - $6.14K
|
33
$5.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 23.66% |
$4K - $6.14K
|
162
$25.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
31+ 2.38% |
$4K - $6.14K
|
1.34K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 28.3% |
$3.87K - $5.95K
|
136
$21.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
30New |
$3.87K - $5.95K
|
30
$4.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$3.62K - $5.55K
|
28
$4.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.28% |
$3.62K - $5.55K
|
10.2K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
27+ 1.55% |
$3.49K - $5.35K
|
1.77K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
27+ 6.91% |
$3.49K - $5.35K
|
418
$66.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27+ 1.2% |
$3.49K - $5.35K
|
2.27K
$359K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.12K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$4.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
25+ 0.23% |
$3.23K - $4.96K
|
10.7K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.97K - $4.56K
|
23
$3.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 0.37% |
$2.71K - $4.16K
|
5.65K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 0.4% |
$2.45K - $3.77K
|
4.82K
$763K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
16+ 0.34% |
$2.07K - $3.17K
|
4.72K
$748K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
15+ 0.15% |
$1.94K - $2.97K
|
10K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
14+ 0.31% |
$1.81K - $2.77K
|
4.5K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.52% |
$1.81K - $2.77K
|
2.72K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.49% |
$1.81K - $2.77K
|
956
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.68K - $2.58K
|
13
$2.06K
|