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 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
528+ 2.5% |
$28.5K - $32.3K
|
21.7K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
105New |
$5.67K - $6.41K
|
105
$6.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.55KNew |
$300K - $339K
|
5.55K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-15.7K- 9.13% |
$848K - $959K
|
156K
$9.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.73KNew |
$201K - $228K
|
3.73K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-13.4K- 17.86% |
$723K - $817K
|
61.5K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 2.16% |
$126K - $142K
|
106K
$6.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-173- 2.8% |
$9.35K - $10.6K
|
6.01K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
911+ 4.57% |
$49.2K - $55.7K
|
20.8K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.92K- 42.34% |
$428K - $484K
|
10.8K
$626K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$191K - $216K
|
3.54K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
492+ 10.72% |
$26.6K - $30.1K
|
5.08K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.43K- 12.26% |
$239K - $271K
|
31.7K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-668- 6.89% |
$36.1K - $40.8K
|
9.02K
$524K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-257- 0.61% |
$13.9K - $15.7K
|
41.8K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-214- 13.26% |
$11.6K - $13.1K
|
1.4K
$81.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 7.43% |
$639K - $723K
|
147K
$8.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.84% |
$270 - $305
|
601
$34.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
200+ 13.33% |
$10.8K - $12.2K
|
1.7K
$98.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 12.12% |
$216 - $244
|
37
$2.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25New |
$1.35K - $1.53K
|
25
$1.45K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-42- 4.03% |
$2.27K - $2.57K
|
1K
$58.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
30.6KNew |
$1.65M - $1.87M
|
30.6K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.6K+ 14.03% |
$571K - $645K
|
85.8K
$4.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-906- 18.26% |
$48.9K - $55.3K
|
4.06K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
3.2KNew |
$173K - $195K
|
3.2K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-200- 1.84% |
$10.8K - $12.2K
|
10.7K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.01K- 4.95% |
$54.5K - $61.6K
|
19.4K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-21- 0.7% |
$1.13K - $1.28K
|
2.99K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-285- 3.29% |
$15.4K - $17.4K
|
8.37K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
6.94KNew |
$375K - $424K
|
6.94K
$403K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.68K+ 19.25% |
$145K - $164K
|
16.6K
$964K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.36K+ 4.02% |
$182K - $205K
|
87K
$5.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-80- 2.04% |
$4.32K - $4.89K
|
3.84K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 40.26% |
$128K - $145K
|
3.52K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-19- 0.6% |
$1.03K - $1.16K
|
3.12K
$181K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
202+ 2.32% |
$10.9K - $12.3K
|
8.91K
$518K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.62K- 6.95% |
$87.7K - $99.2K
|
21.7K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
247+ 1.91% |
$13.3K - $15.1K
|
13.1K
$764K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.12K- 0.63% |
$60.4K - $68.3K
|
177K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6K+ 15.04% |
$324K - $367K
|
45.9K
$2.67M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.25K+ 102.09% |
$446K - $504K
|
16.3K
$949K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.04K- 22.97% |
$110K - $125K
|
6.86K
$398K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.54K+ 5.07% |
$83.3K - $94.2K
|
31.9K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
67+ 4.67% |
$3.62K - $4.09K
|
1.5K
$87.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
222+ 47.84% |
$12K - $13.6K
|
686
$39.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.1K+ 29.02% |
$654K - $739K
|
53.8K
$3.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.15K- 26.69% |
$170K - $192K
|
8.65K
$502K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.35K- 12.47% |
$127K - $144K
|
16.5K
$958K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
305+ 1.09% |
$16.5K - $18.6K
|
28.2K
$1.64M
|