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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.22KNew |
$157K - $241K
|
1.22K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.21KNew |
$157K - $241K
|
1.21K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 85.91% |
$157K - $240K
|
2.63K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.21KNew |
$156K - $239K
|
1.21K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.2KNew |
$155K - $238K
|
1.2K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 3.61% |
$153K - $235K
|
34.1K
$6.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 14.93% |
$152K - $233K
|
9.06K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.16KNew |
$150K - $230K
|
1.16K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.16KNew |
$149K - $229K
|
1.16K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.16KNew |
$149K - $229K
|
1.16K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$148K - $228K
|
1.15K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.14KNew |
$147K - $225K
|
1.14K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 255.08% |
$146K - $224K
|
1.57K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$146K - $224K
|
1.13K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.11KNew |
$144K - $221K
|
1.11K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.11KNew |
$143K - $220K
|
1.11K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.11KNew |
$143K - $219K
|
1.11K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.1KNew |
$142K - $217K
|
1.1K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.07K+ 19.84% |
$138K - $212K
|
6.47K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 8.3% |
$131K - $201K
|
13.2K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.01KNew |
$130K - $200K
|
1.01K
$197K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 18.52% |
$129K - $198K
|
6.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
970+ 4.08% |
$125K - $192K
|
24.8K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
968+ 24.01% |
$125K - $192K
|
5K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
919+ 26.92% |
$119K - $182K
|
4.33K
$843K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
900+ 1.92% |
$116K - $178K
|
47.7K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
869+ 7.81% |
$112K - $172K
|
12K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
850+ 3.39% |
$110K - $168K
|
25.9K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
849+ 3.02% |
$110K - $168K
|
29K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
820+ 1.63% |
$106K - $163K
|
51.3K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
811+ 3.79% |
$105K - $161K
|
22.2K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
788+ 13.81% |
$102K - $156K
|
6.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
770+ 11.22% |
$99.4K - $153K
|
7.63K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
758+ 3.88% |
$97.9K - $150K
|
20.3K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
704+ 20.57% |
$90.9K - $140K
|
4.13K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.95% |
$90.4K - $139K
|
36.6K
$7.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
660+ 6.98% |
$85.2K - $131K
|
10.1K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
629+ 3.96% |
$81.2K - $125K
|
16.5K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
619+ 10.0% |
$79.9K - $123K
|
6.81K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
577+ 3.77% |
$74.5K - $114K
|
15.9K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
560New |
$72.3K - $111K
|
560
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
559+ 0.63% |
$72.2K - $111K
|
88.7K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
516New |
$66.6K - $102K
|
516
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
487+ 13.18% |
$62.9K - $96.5K
|
4.18K
$814K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
466New |
$60.2K - $92.4K
|
466
$90.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
455+ 3.97% |
$58.8K - $90.2K
|
11.9K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
446+ 3.18% |
$57.6K - $88.4K
|
14.5K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
441+ 18.98% |
$56.9K - $87.4K
|
2.76K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
436New |
$56.3K - $86.4K
|
436
$84.8K
|