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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
28.3KNew |
$1.53M - $1.73M
|
28.3K
$1.65M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-166- 2.58% |
$8.97K - $10.1K
|
6.27K
$364K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.25% |
$3.08K - $3.48K
|
22.5K
$1.31M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-648- 0.81% |
$35K - $39.6K
|
79.3K
$4.61M
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
34.8KNew |
$1.88M - $2.13M
|
34.8K
$2.02M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
19New |
$1.03K - $1.16K
|
19
$1.1K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.75KNew |
$202K - $229K
|
3.75K
$218K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.35K+ 2.78% |
$72.8K - $82.3K
|
49.9K
$2.9M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
527+ 1.44% |
$28.5K - $32.2K
|
37.2K
$2.16M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6.75K+ 136.29% |
$365K - $413K
|
11.7K
$680K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
643+ 2.64% |
$34.7K - $39.3K
|
25K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.42K- 20.73% |
$76.7K - $86.7K
|
5.43K
$315K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.31K+ 19.07% |
$125K - $141K
|
14.4K
$836K
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-3.18K- 0.84% |
$172K - $194K
|
377K
$21.9M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-763- 11.33% |
$41.2K - $46.6K
|
5.97K
$347K
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.56K+ 52.25% |
$300K - $340K
|
16.2K
$941K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-1K- 12.28% |
$54K - $61.1K
|
7.14K
$415K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-223- 55.75% |
$12K - $13.6K
|
177
$10.3K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 6.35% |
$249K - $282K
|
77.4K
$4.49M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74K+ 12.64% |
$4M - $4.52M
|
659K
$38.3M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-174K- 46.91% |
$9.41M - $10.6M
|
197K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-313- 4.69% |
$16.9K - $19.1K
|
6.36K
$369K
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
256+ 6.12% |
$13.8K - $15.6K
|
4.44K
$258K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 1.93% |
$6.16K - $6.96K
|
5.81K
$337K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.65K+ 1.42% |
$143K - $162K
|
190K
$11M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.34K+ 6.7% |
$505K - $571K
|
149K
$8.65M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11.3K- 20.44% |
$612K - $693K
|
44.1K
$2.56M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
8.96KNew |
$484K - $547K
|
8.96K
$520K
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
91.2KNew |
$4.93M - $5.57M
|
91.2K
$5.3M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-91- 2.38% |
$4.92K - $5.56K
|
3.73K
$217K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
59.1K+ 3.1% |
$3.19M - $3.61M
|
1.97M
$114M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.56K+ 6.6% |
$84.3K - $95.4K
|
25.2K
$1.46M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 4.06% |
$238K - $269K
|
113K
$6.55M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6.46K- 11.51% |
$349K - $394K
|
49.6K
$2.88M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.59K- 14.88% |
$248K - $280K
|
26.2K
$1.52M
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.73K- 4.55% |
$93.6K - $106K
|
36.3K
$2.11M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
355+ 3.9% |
$19.2K - $21.7K
|
9.47K
$550K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-244- 5.42% |
$13.2K - $14.9K
|
4.26K
$247K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.7K+ 34.8% |
$1.01M - $1.14M
|
72.3K
$4.2M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.4K+ 80.35% |
$184K - $208K
|
7.64K
$444K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.03K+ 3.28% |
$55.8K - $63.1K
|
32.5K
$1.89M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
684+ 0.31% |
$36.9K - $41.8K
|
221K
$12.9M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-34.8K- 45.38% |
$1.88M - $2.12M
|
41.8K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
114K+ 1.46% |
$6.15M - $6.95M
|
7.92M
$460M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.07K+ 76.27% |
$436K - $493K
|
18.7K
$1.08M
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
154New |
$8.32K - $9.41K
|
154
$8.95K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.3K+ 200.21% |
$1.26M - $1.42M
|
34.9K
$2.03M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 1.68% |
$648 - $733
|
726
$42.2K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-87- 1.27% |
$4.7K - $5.31K
|
6.75K
$392K
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-299- 1.85% |
$16.2K - $18.3K
|
15.8K
$920K
|