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 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$12.9K - $19.8K
|
100
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
87+ 3.68% |
$11.2K - $17.2K
|
2.45K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
82New |
$10.6K - $16.3K
|
82
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.1% |
$9.81K - $15.1K
|
6.97K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70+ 2.79% |
$9.04K - $13.9K
|
2.58K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
66+ 1.64% |
$8.52K - $13.1K
|
4.09K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
59+ 0.95% |
$7.62K - $11.7K
|
6.24K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56+ 1.64% |
$7.23K - $11.1K
|
3.47K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 15.45% |
$6.84K - $10.5K
|
396
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
52New |
$6.71K - $10.3K
|
52
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.44% |
$6.33K - $9.71K
|
11.2K
$2.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 148.48% |
$6.33K - $9.71K
|
82
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
48+ 2.78% |
$6.2K - $9.51K
|
1.77K
$345K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 17.14% |
$6.2K - $9.51K
|
328
$63.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47+ 180.77% |
$6.07K - $9.32K
|
73
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 460.0% |
$5.94K - $9.12K
|
56
$10.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
43+ 1.3% |
$5.55K - $8.52K
|
3.35K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 3.55% |
$5.29K - $8.13K
|
1.2K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33+ 1.02% |
$4.26K - $6.54K
|
3.26K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32New |
$4.13K - $6.34K
|
32
$6.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
31+ 2.38% |
$4K - $6.14K
|
1.34K
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
31+ 1550.0% |
$4K - $6.14K
|
33
$6.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 23.66% |
$4K - $6.14K
|
162
$31.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 28.3% |
$3.87K - $5.95K
|
136
$26.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
30New |
$3.87K - $5.95K
|
30
$5.84K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.28% |
$3.62K - $5.55K
|
10.2K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$3.62K - $5.55K
|
28
$5.45K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
27+ 1.55% |
$3.49K - $5.35K
|
1.77K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27+ 1.2% |
$3.49K - $5.35K
|
2.27K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
27+ 6.91% |
$3.49K - $5.35K
|
418
$81.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$5.06K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$3.36K - $5.15K
|
26
$5.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
25+ 0.23% |
$3.23K - $4.96K
|
10.7K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.97K - $4.56K
|
23
$4.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 0.37% |
$2.71K - $4.16K
|
5.65K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 0.4% |
$2.45K - $3.77K
|
4.82K
$938K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
16+ 0.34% |
$2.07K - $3.17K
|
4.72K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.49% |
$1.81K - $2.77K
|
956
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.52% |
$1.81K - $2.77K
|
2.72K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
14+ 0.31% |
$1.81K - $2.77K
|
4.5K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.57% |
$1.68K - $2.58K
|
2.29K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
13New |
$1.68K - $2.58K
|
13
$2.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12+ 0.12% |
$1.55K - $2.38K
|
9.65K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 0.9% |
$1.55K - $2.38K
|
1.35K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.19% |
$1.42K - $2.18K
|
53
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$1.29K - $1.98K
|
10
$1.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 14.49% |
$1.29K - $1.98K
|
79
$15.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.16K - $1.78K
|
1.64K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.1% |
$1.16K - $1.78K
|
9.16K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9+ 14.75% |
$1.16K - $1.78K
|
70
$13.6K
|