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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
287KNew |
$8.18M - $9.35M
|
287K
$16.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.42K- 21.72% |
$69.2K - $79K
|
8.73K
$491K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.51K- 30.96% |
$129K - $147K
|
10K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
45.3K+ 196.1% |
$1.29M - $1.48M
|
68.4K
$3.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$330K - $377K
|
11.6K
$650K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
750New |
$21.4K - $24.5K
|
750
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.22KNew |
$178K - $203K
|
6.22K
$350K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-765- 3.74% |
$21.8K - $25K
|
19.7K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-13.7K- 25.89% |
$390K - $446K
|
39.1K
$2.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.84K- 4.62% |
$81.2K - $92.8K
|
58.7K
$3.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$46.5K - $53.2K
|
1.63K
$91.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-13.5K- 52.76% |
$386K - $440K
|
12.1K
$680K
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-2.75K- 2.27% |
$78.5K - $89.7K
|
118K
$6.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
56.9KNew |
$1.63M - $1.86M
|
56.9K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.15% |
$143 - $163
|
3.35K
$189K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.02K+ 5.08% |
$86.2K - $98.5K
|
62.4K
$3.51M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34.6KNew |
$979K - $1.14M
|
34.6K
$1.95M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
28KNew |
$792K - $923K
|
28K
$1.58M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-79- 40.72% |
$2.24K - $2.6K
|
115
$6.47K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
775New |
$21.9K - $25.5K
|
775
$43.6K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
1.08K+ 1.75% |
$30.6K - $35.7K
|
62.9K
$3.54M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-165- 60.89% |
$4.67K - $5.44K
|
106
$5.97K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
684New |
$19.4K - $22.5K
|
684
$38.5K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
62.2KNew |
$1.76M - $2.05M
|
62.2K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
63.8KNew |
$1.81M - $2.1M
|
63.8K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
17New |
$481 - $560
|
17
$957
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.35K+ 11.93% |
$123K - $143K
|
40.8K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.33K- 16.23% |
$37.6K - $43.8K
|
6.86K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
841New |
$23.8K - $27.7K
|
841
$47.3K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$331K - $386K
|
11.7K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
86.9KNew |
$2.46M - $2.86M
|
86.9K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
283+ 3.87% |
$8.01K - $9.33K
|
7.59K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 17.24% |
$334K - $389K
|
80.2K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
71.2KNew |
$2.01M - $2.35M
|
71.2K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-44.8K- 83.27% |
$1.27M - $1.48M
|
9K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 70.18% |
$11.3K - $13.2K
|
170
$9.57K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
475+ 5.89% |
$13.4K - $15.7K
|
8.54K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
175+ 29.91% |
$4.95K - $5.77K
|
760
$42.8K
|
|
|
May 12, 2023
Q1 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
35KNew |
$991K - $1.15M
|
35K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-654K- 53.55% |
$18.5M - $21.6M
|
568K
$32M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
11.6K+ 134.27% |
$329K - $383K
|
20.3K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-35.2K- 70.6% |
$997K - $1.16M
|
14.7K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
8.42K+ 101.69% |
$238K - $277K
|
16.7K
$940K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27New |
$764 - $890
|
27
$1.52K
|
|
|
May 10, 2023
Q1 2023
|
Heronetta Management, L.P.
|
SELL
|
- |
-51.6K- 15.67% |
$1.46M - $1.7M
|
277K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-19.6K- 39.67% |
$556K - $647K
|
29.9K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
6.24K+ 1.03% |
$177K - $206K
|
615K
$34.6M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.98KNew |
$55.9K - $65.2K
|
1.98K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
689New |
$19.5K - $22.7K
|
689
$38.8K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
46.1KNew |
$1.3M - $1.52M
|
46.1K
$2.6M
|
|