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
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6- 37.5% |
$775 - $1.19K
|
10
$1.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7- 0.35% |
$904 - $1.39K
|
2K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 1.92% |
$1.03K - $1.59K
|
409
$64.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.03% |
$1.03K - $1.59K
|
25.6K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10- 0.52% |
$1.29K - $1.98K
|
1.93K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-15- 0.72% |
$1.94K - $2.97K
|
2.07K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-19- 4.08% |
$2.45K - $3.77K
|
447
$70.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-19- 1.21% |
$2.45K - $3.77K
|
1.55K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-20- 1.08% |
$2.58K - $3.96K
|
1.83K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-21- 20.39% |
$2.71K - $4.16K
|
82
$13K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 6.94% |
$3.23K - $4.96K
|
335
$53.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-25- 0.49% |
$3.23K - $4.96K
|
5.07K
$802K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 11.82% |
$3.36K - $5.15K
|
194
$30.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.03% |
$3.74K - $5.75K
|
2.78K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-33- 2.2% |
$4.26K - $6.54K
|
1.47K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-33- 2.39% |
$4.26K - $6.54K
|
1.35K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-35- 0.28% |
$4.52K - $6.94K
|
12.7K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 31.53% |
$4.52K - $6.94K
|
76
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-38- 0.24% |
$4.91K - $7.53K
|
15.5K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-42- 1.08% |
$5.42K - $8.32K
|
3.84K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-45- 2.34% |
$5.81K - $8.92K
|
1.88K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47- 0.64% |
$6.07K - $9.32K
|
7.34K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-49- 0.27% |
$6.33K - $9.71K
|
18.4K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-50- 1.59% |
$6.46K - $9.91K
|
3.1K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50- 1.95% |
$6.46K - $9.91K
|
2.51K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 1.73% |
$6.59K - $10.1K
|
2.89K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 4.02% |
$6.71K - $10.3K
|
1.24K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-53- 0.48% |
$6.84K - $10.5K
|
10.9K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-53- 8.15% |
$6.84K - $10.5K
|
597
$94.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54- 0.55% |
$6.97K - $10.7K
|
9.75K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-55- 1.52% |
$7.1K - $10.9K
|
3.56K
$564K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-56- 2.29% |
$7.23K - $11.1K
|
2.39K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-56- 17.5% |
$7.23K - $11.1K
|
264
$41.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-56- 1.89% |
$7.23K - $11.1K
|
2.9K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 7.5% |
$7.49K - $11.5K
|
715
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 6.81% |
$8.01K - $12.3K
|
849
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-63- 12.99% |
$8.14K - $12.5K
|
422
$66.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-66- 4.72% |
$8.52K - $13.1K
|
1.33K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-68- 3.95% |
$8.78K - $13.5K
|
1.65K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-68- 1.72% |
$8.78K - $13.5K
|
3.89K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-73- 2.32% |
$9.43K - $14.5K
|
3.08K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-73- 1.45% |
$9.43K - $14.5K
|
4.95K
$784K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-79- 4.61% |
$10.2K - $15.7K
|
1.63K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-80- 0.37% |
$10.3K - $15.9K
|
21.8K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-80- 1.23% |
$10.3K - $15.9K
|
6.45K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-81- 2.68% |
$10.5K - $16.1K
|
2.94K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Robeco Schweiz Ag
|
SELL
|
- |
-81- 6.21% |
$10.5K - $16.1K
|
1.22K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-81- 0.4% |
$10.5K - $16.1K
|
20.1K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-81- 2.73% |
$10.5K - $16.1K
|
2.89K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 77.36% |
$10.6K - $16.3K
|
24
$3.8K
|