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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 2.05% |
$185 - $239
|
199
$11.1K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.21K- 10.62% |
$56.1K - $72.3K
|
10.2K
$570K
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.61KNew |
$260K - $335K
|
5.61K
$314K
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
223K+ 20.07% |
$10.3M - $13.3M
|
1.33M
$74.7M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-122- 2.75% |
$5.66K - $7.29K
|
4.31K
$241K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$92.7 - $119
|
7.27K
$406K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 6.08% |
$73.9K - $95.2K
|
24.6K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.16% |
$371 - $478
|
4.96K
$278K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.5K+ 1.69% |
$116K - $149K
|
150K
$8.41M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8.25K+ 16.29% |
$382K - $493K
|
58.9K
$3.29M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
103K+ 99.6% |
$4.79M - $6.17M
|
207K
$11.6M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.27K- 50.58% |
$58.7K - $75.6K
|
1.24K
$69.1K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.5K- 8.25% |
$441K - $568K
|
106K
$5.91M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.8K- 31.17% |
$130K - $167K
|
6.18K
$346K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
73+ 0.67% |
$3.39K - $4.36K
|
11K
$614K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.2K - $29.9K
|
500
$28K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-394- 4.25% |
$18.3K - $23.5K
|
8.88K
$496K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-36- 0.34% |
$1.67K - $2.15K
|
10.5K
$590K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.1K- 9.79% |
$51K - $65.7K
|
10.1K
$567K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.04% |
$603 - $777
|
36.7K
$2.05M
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-596- 1.62% |
$27.6K - $35.6K
|
36.1K
$2.02M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.99KNew |
$324K - $417K
|
6.99K
$391K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.82KNew |
$177K - $228K
|
3.82K
$214K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-517- 0.62% |
$24K - $30.9K
|
82.8K
$4.63M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
960+ 13.71% |
$44.5K - $57.4K
|
7.96K
$445K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.02% |
$46.4 - $59.7
|
4.49K
$251K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-280- 4.85% |
$13K - $16.7K
|
5.49K
$307K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
513+ 7.49% |
$23.8K - $30.6K
|
7.36K
$412K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 0.75% |
$134K - $173K
|
384K
$21.5M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 18.4% |
$8.53K - $11K
|
1.18K
$66.2K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.57K- 17.99% |
$212K - $273K
|
20.8K
$1.17M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.02K+ 29.74% |
$233K - $300K
|
21.9K
$1.22M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 0.18% |
$1.76K - $2.27K
|
21.1K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.74K- 11.8% |
$173K - $223K
|
27.9K
$1.56M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.54K- 31.45% |
$118K - $152K
|
5.53K
$310K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-244- 10.02% |
$11.3K - $14.6K
|
2.19K
$123K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-78.4K- 7.97% |
$3.63M - $4.68M
|
905K
$50.6M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.79K- 5.53% |
$222K - $286K
|
81.8K
$4.58M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.34K- 7.13% |
$108K - $140K
|
30.4K
$1.7M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-838K- 96.82% |
$38.9M - $50.1M
|
27.5K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-40- 1.53% |
$1.85K - $2.39K
|
2.57K
$144K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-168- 3.27% |
$7.79K - $10K
|
4.98K
$278K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-545- 2.95% |
$25.3K - $32.6K
|
17.9K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$46.4 - $59.7
|
4.53K
$254K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.9K- 46.92% |
$503K - $648K
|
12.3K
$687K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-913- 3.21% |
$42.3K - $54.5K
|
27.6K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-51K- 64.67% |
$2.37M - $3.05M
|
27.9K
$1.56M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-578- 12.87% |
$26.8K - $34.5K
|
3.91K
$219K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-67.6K- 24.22% |
$3.13M - $4.04M
|
211K
$11.8M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$202K - $260K
|
4.36K
$244K
|