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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
208KNew |
$5.93M - $6.78M
|
208K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-95- 1.08% |
$2.71K - $3.1K
|
8.69K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$626K - $715K
|
21.9K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$315K - $360K
|
11K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-12.1K- 46.32% |
$345K - $394K
|
14K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 21.57% |
$57.1K - $65.3K
|
11.3K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.73K- 1.97% |
$78.1K - $89.2K
|
136K
$7.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.27KNew |
$179K - $205K
|
6.27K
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
54K+ 15.21% |
$1.54M - $1.76M
|
409K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-971- 6.16% |
$27.7K - $31.7K
|
14.8K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32.6K+ 4.4% |
$932K - $1.07M
|
775K
$43.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-205- 29.12% |
$5.85K - $6.69K
|
499
$27.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-550- 2.25% |
$15.7K - $17.9K
|
23.9K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-26.8K- 19.12% |
$766K - $875K
|
113K
$6.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.79K+ 411.34% |
$79.8K - $91.1K
|
3.47K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$343 - $392
|
12
$671
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-325- 0.81% |
$9.28K - $10.6K
|
40K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$1.74K - $1.99K
|
61
$3.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.15KNew |
$176K - $201K
|
6.15K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.28K+ 10.27% |
$65K - $74.3K
|
24.5K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
130KNew |
$3.71M - $4.24M
|
130K
$7.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
500New |
$14.3K - $16.3K
|
500
$28K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-76- 8.36% |
$2.17K - $2.48K
|
833
$46.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-9.02K- 11.69% |
$258K - $294K
|
68.2K
$3.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
701+ 23.37% |
$20K - $22.9K
|
3.7K
$207K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.36K- 18.08% |
$38.8K - $44.3K
|
6.15K
$344K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.74KNew |
$221K - $253K
|
7.74K
$433K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
287KNew |
$8.18M - $9.35M
|
287K
$16M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.42K- 21.72% |
$69.2K - $79K
|
8.73K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.51K- 30.96% |
$129K - $147K
|
10K
$562K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
45.3K+ 196.1% |
$1.29M - $1.48M
|
68.4K
$3.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$330K - $377K
|
11.6K
$646K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
750New |
$21.4K - $24.5K
|
750
$42K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.22KNew |
$178K - $203K
|
6.22K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-765- 3.74% |
$21.8K - $25K
|
19.7K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-13.7K- 25.89% |
$390K - $446K
|
39.1K
$2.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.84K- 4.62% |
$81.2K - $92.8K
|
58.7K
$3.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$46.5K - $53.2K
|
1.63K
$91.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-13.5K- 52.76% |
$386K - $440K
|
12.1K
$676K
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-2.75K- 2.27% |
$78.5K - $89.7K
|
118K
$6.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
56.9KNew |
$1.63M - $1.86M
|
56.9K
$3.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.15% |
$143 - $163
|
3.35K
$187K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.02K+ 5.08% |
$86.2K - $98.5K
|
62.4K
$3.49M
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18.1K+ 5.98% |
$513K - $597K
|
321K
$18M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34.6KNew |
$979K - $1.14M
|
34.6K
$1.93M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
28KNew |
$792K - $923K
|
28K
$1.57M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-79- 40.72% |
$2.24K - $2.6K
|
115
$6.43K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
775New |
$21.9K - $25.5K
|
775
$43.4K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
1.08K+ 1.75% |
$30.6K - $35.7K
|
62.9K
$3.52M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-165- 60.89% |
$4.67K - $5.44K
|
106
$5.93K
|
|