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
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.57% |
$1.68K - $2.58K
|
2.29K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12+ 0.12% |
$1.55K - $2.38K
|
9.65K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 0.9% |
$1.55K - $2.38K
|
1.35K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.19% |
$1.42K - $2.18K
|
53
$8.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$1.29K - $1.98K
|
10
$1.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 14.49% |
$1.29K - $1.98K
|
79
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$1.16K - $1.78K
|
9
$1.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9+ 14.75% |
$1.16K - $1.78K
|
70
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.1% |
$1.16K - $1.78K
|
9.16K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.16K - $1.78K
|
1.64K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
8+ 0.07% |
$1.03K - $1.59K
|
10.8K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.03K - $1.59K
|
8
$1.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.03K - $1.59K
|
8
$1.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8+ 0.57% |
$1.03K - $1.59K
|
1.42K
$224K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
7+ 9.86% |
$904 - $1.39K
|
78
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7+ 0.95% |
$904 - $1.39K
|
746
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 3.61% |
$775 - $1.19K
|
172
$27.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$775 - $1.19K
|
6
$950
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5+ 62.5% |
$646 - $991
|
13
$2.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5+ 6.76% |
$646 - $991
|
79
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5+ 62.5% |
$646 - $991
|
13
$2.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 62.5% |
$646 - $991
|
13
$2.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$646 - $991
|
5
$792
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 41.67% |
$646 - $991
|
17
$2.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.22% |
$517 - $793
|
1.85K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$517 - $793
|
4
$634
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 100.0% |
$517 - $793
|
8
$1.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3+ 0.06% |
$387 - $595
|
4.63K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 3.33% |
$387 - $595
|
93
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$258 - $396
|
2
$317
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$258 - $396
|
2
$317
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$258 - $396
|
2
$317
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 11.11% |
$258 - $396
|
20
$3.17K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$258 - $396
|
2
$317
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$258 - $396
|
2
$317
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$129 - $198
|
215K
$34M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$129 - $198
|
697
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.03% |
$129 - $198
|
34
$5.39K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1New |
$129 - $198
|
1
$158
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$129 - $198
|
4.49K
$712K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$129 - $198
|
340
$53.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.03% |
$129 - $198
|
3.59K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 4.26% |
$258 - $396
|
45
$7.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3- 0.07% |
$387 - $595
|
4.18K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.17% |
$387 - $595
|
1.72K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.15% |
$517 - $793
|
2.71K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 11.76% |
$517 - $793
|
30
$4.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 83.33% |
$646 - $991
|
1
$158
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6- 0.4% |
$775 - $1.19K
|
1.5K
$238K
|