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 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.47KNew |
$188K - $212K
|
3.47K
$220K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.03KNew |
$488K - $552K
|
9.03K
$572K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.08% |
$54 - $61.1
|
94
$5.95K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$1.62K - $1.83K
|
30
$1.9K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.87% |
$378 - $428
|
809
$51.3K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3.39K- 2.54% |
$183K - $207K
|
130K
$8.24M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 21.23% |
$84.4K - $95.5K
|
5.8K
$367K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 6.85% |
$1.35K - $1.53K
|
390
$24.7K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
436New |
$23.6K - $26.6K
|
436
$27.6K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.17KNew |
$496K - $560K
|
9.17K
$581K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
861+ 2.09% |
$46.5K - $52.6K
|
42K
$2.66M
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7.61K- 7.7% |
$411K - $465K
|
91.3K
$5.78M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.85KNew |
$208K - $235K
|
3.85K
$244K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
175+ 1.75% |
$9.45K - $10.7K
|
10.2K
$645K
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-882- 2.47% |
$47.6K - $53.9K
|
34.9K
$2.21M
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-21- 5.4% |
$1.13K - $1.28K
|
368
$23.3K
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
245+ 875.0% |
$13.2K - $15K
|
273
$17.3K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-109- 2.58% |
$5.89K - $6.66K
|
4.12K
$261K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17+ 0.65% |
$918 - $1.04K
|
2.63K
$167K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
345+ 119.38% |
$18.6K - $21.1K
|
634
$40.2K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$189K - $214K
|
3.5K
$222K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
171New |
$9.24K - $10.4K
|
171
$10.8K
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
94+ 0.79% |
$5.08K - $5.74K
|
12K
$761K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-52- 1.28% |
$2.81K - $3.18K
|
4.01K
$254K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-757- 41.3% |
$40.9K - $46.2K
|
1.08K
$68.2K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.58K+ 1.76% |
$85.4K - $96.5K
|
91.2K
$5.78M
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
5.05KNew |
$273K - $308K
|
5.05K
$320K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.07K+ 19.0% |
$57.6K - $65.1K
|
6.68K
$423K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.6K- 15.66% |
$195K - $220K
|
19.4K
$1.23M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-3.32K- 6.25% |
$179K - $203K
|
49.8K
$3.16M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$54 - $61.1
|
169
$10.7K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
893+ 16.8% |
$48.2K - $54.6K
|
6.21K
$393K
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$224K - $253K
|
4.15K
$263K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-536- 43.37% |
$29K - $32.7K
|
700
$44.3K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
105New |
$5.67K - $6.41K
|
105
$6.65K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-214- 13.26% |
$11.6K - $13.1K
|
1.4K
$88.7K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
200+ 13.33% |
$10.8K - $12.2K
|
1.7K
$108K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-42- 4.03% |
$2.27K - $2.57K
|
1K
$63.4K
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
30.6KNew |
$1.65M - $1.87M
|
30.6K
$1.94M
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
3.2KNew |
$173K - $195K
|
3.2K
$203K
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
6.94KNew |
$375K - $424K
|
6.94K
$440K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-80- 2.04% |
$4.32K - $4.89K
|
3.84K
$243K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
67+ 4.67% |
$3.62K - $4.09K
|
1.5K
$95.2K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
222+ 47.84% |
$12K - $13.6K
|
686
$43.5K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.1K+ 29.02% |
$654K - $739K
|
53.8K
$3.41M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.15K- 26.69% |
$170K - $192K
|
8.65K
$548K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.35K- 12.47% |
$127K - $144K
|
16.5K
$1.04M
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
305+ 1.09% |
$16.5K - $18.6K
|
28.2K
$1.79M
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.0% |
$10.8K - $12.2K
|
19.7K
$1.25M
|
|
Q4 2024 | |||||||
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.56K- 1.77% |
$304K - $392K
|
364K
$23M
|