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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
32.1K+ 107.25% |
$1.73M - $1.96M
|
62K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
579+ 4.23% |
$31.3K - $35.4K
|
14.3K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$184K - $209K
|
3.42K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17+ 0.65% |
$918 - $1.04K
|
2.63K
$153K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
345+ 119.38% |
$18.6K - $21.1K
|
634
$36.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13.4K- 8.9% |
$723K - $817K
|
137K
$7.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
9.76K+ 7.54% |
$527K - $596K
|
139K
$8.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
987+ 15.63% |
$53.3K - $60.3K
|
7.3K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
759+ 11.19% |
$41K - $46.4K
|
7.54K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-81.8K- 35.9% |
$4.42M - $5M
|
146K
$8.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-200- 2.25% |
$10.8K - $12.2K
|
8.68K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
426+ 1.87% |
$23K - $26K
|
23.3K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$189K - $214K
|
3.5K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-36.9K- 20.1% |
$2M - $2.26M
|
147K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.02K- 1.2% |
$55.3K - $62.6K
|
84.7K
$4.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.94K+ 19.9% |
$213K - $241K
|
23.7K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.23% |
$540 - $611
|
4.28K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
171New |
$9.24K - $10.4K
|
171
$9.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
945+ 13.03% |
$51K - $57.7K
|
8.2K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
94+ 0.79% |
$5.08K - $5.74K
|
12K
$698K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-52- 1.28% |
$2.81K - $3.18K
|
4.01K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-757- 41.3% |
$40.9K - $46.2K
|
1.08K
$62.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
562+ 2.5% |
$30.4K - $34.3K
|
23K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 14.15% |
$14K - $15.8K
|
2.09K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
786+ 5.38% |
$42.5K - $48K
|
15.4K
$894K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.72K+ 11.41% |
$147K - $166K
|
26.5K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.7K- 6.91% |
$200K - $226K
|
49.8K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.58K+ 1.76% |
$85.4K - $96.5K
|
91.2K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
5.05KNew |
$273K - $308K
|
5.05K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.27K+ 37.12% |
$231K - $261K
|
15.8K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6.22K- 5.42% |
$336K - $380K
|
109K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.07K+ 19.0% |
$57.6K - $65.1K
|
6.68K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.7K+ 107.84% |
$1.6M - $1.81M
|
57.2K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.62% |
$8.86K - $10K
|
9.97K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.95K+ 0.88% |
$160K - $180K
|
340K
$19.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-214- 0.67% |
$11.6K - $13.1K
|
31.7K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17- 1.72% |
$918 - $1.04K
|
973
$56.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.6K- 15.66% |
$195K - $220K
|
19.4K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-3.32K- 6.25% |
$179K - $203K
|
49.8K
$2.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.9K+ 36.41% |
$157K - $177K
|
10.9K
$631K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$54 - $61.1
|
169
$9.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
893+ 16.8% |
$48.2K - $54.6K
|
6.21K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$224K - $253K
|
4.15K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.98KNew |
$323K - $365K
|
5.98K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
965+ 17.94% |
$52.1K - $59K
|
6.34K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.63K- 7.91% |
$88.1K - $99.6K
|
19K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.53K+ 14.48% |
$82.4K - $93.2K
|
12.1K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-536- 43.37% |
$29K - $32.7K
|
700
$40.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-236- 0.49% |
$12.7K - $14.4K
|
48.3K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
819+ 2100.0% |
$44.2K - $50K
|
858
$49.8K
|