Latest Institutional Transactions on Williams Companies, Inc. (WMB)
This table provides information on the latest institutional transactions involving Williams Companies, Inc. (WMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
31.5KNew |
$1.71M - $1.98M
|
31.5K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
88.1K+ 5.25% |
$4.78M - $5.54M
|
1.76M
$102M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
82+ 1.34% |
$4.46K - $5.16K
|
6.18K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.76K+ 8.21% |
$95.6K - $111K
|
23.2K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
970+ 15.31% |
$52.7K - $61K
|
7.31K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-59.1K- 15.35% |
$3.21M - $3.72M
|
326K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
582+ 0.74% |
$31.6K - $36.6K
|
79.2K
$4.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-200- 9.46% |
$10.9K - $12.6K
|
1.91K
$111K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
119+ 258.7% |
$6.47K - $7.48K
|
165
$9.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47.1K+ 257.07% |
$2.56M - $2.96M
|
65.4K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
646K+ 105.62% |
$35.1M - $40.6M
|
1.26M
$73.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.75K+ 1.55% |
$95K - $110K
|
114K
$6.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-448- 11.3% |
$24.3K - $28.2K
|
3.52K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
850+ 2.25% |
$46.2K - $53.4K
|
38.6K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 26.47% |
$107K - $124K
|
9.44K
$548K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
163+ 1.65% |
$8.86K - $10.2K
|
10K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
152+ 11.28% |
$8.26K - $9.56K
|
1.5K
$87.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.03KNew |
$328K - $379K
|
6.03K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
291+ 2.96% |
$15.8K - $18.3K
|
10.1K
$587K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18+ 0.16% |
$978 - $1.13K
|
11K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
701+ 0.69% |
$38.1K - $44.1K
|
102K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-997- 4.39% |
$54.2K - $62.7K
|
21.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-353- 1.45% |
$19.2K - $22.2K
|
24K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
42+ 0.78% |
$2.28K - $2.64K
|
5.44K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 1.31% |
$1.63K - $1.89K
|
2.27K
$132K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2.08K- 8.8% |
$113K - $131K
|
21.6K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.24% |
$109 - $126
|
841
$48.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.42KNew |
$240K - $278K
|
4.42K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.6KNew |
$847K - $980K
|
15.6K
$906K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
143+ 47.67% |
$7.77K - $8.99K
|
443
$25.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-980- 22.48% |
$53.2K - $61.6K
|
3.38K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.86K- 4.31% |
$155K - $180K
|
63.5K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.1K- 2.32% |
$1.09M - $1.26M
|
847K
$49.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215+ 2.26% |
$11.7K - $13.5K
|
9.72K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-323- 6.57% |
$17.5K - $20.3K
|
4.59K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
236KNew |
$12.8M - $14.8M
|
236K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-1.53K- 3.02% |
$83K - $96.1K
|
49K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.3K- 8.36% |
$125K - $145K
|
25.2K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.47K- 2.93% |
$134K - $155K
|
81.9K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.9K+ 10.82% |
$810K - $937K
|
153K
$8.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
56+ 25.81% |
$3.04K - $3.52K
|
273
$15.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-46- 0.63% |
$2.5K - $2.89K
|
7.31K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 8.94% |
$99.2K - $115K
|
18.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 3.1% |
$7.12K - $8.24K
|
4.36K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-489- 3.63% |
$26.6K - $30.7K
|
13K
$755K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
59.3K+ 299.19% |
$3.22M - $3.73M
|
79.2K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.1K- 30.47% |
$223K - $258K
|
9.36K
$543K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.73K+ 358.61% |
$148K - $172K
|
3.49K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-470- 0.63% |
$25.5K - $29.5K
|
73.9K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.53K+ 0.24% |
$246K - $285K
|
1.89M
$110M
|