Latest Institutional Purchases of Williams Companies, Inc. (WMB)
This list provides information on the latest institutional transactions involving Williams Companies, Inc. (WMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
612+ 8.82% |
$33.1K - $37.4K
|
7.55K
$439K
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
607+ 12.35% |
$32.8K - $37.1K
|
5.52K
$321K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
583+ 1.65% |
$31.5K - $35.6K
|
36K
$2.09M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
580+ 2.89% |
$31.3K - $35.4K
|
20.7K
$1.2M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
579+ 4.23% |
$31.3K - $35.4K
|
14.3K
$828K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
578+ 1.43% |
$31.2K - $35.3K
|
41.1K
$2.39M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
562+ 2.5% |
$30.4K - $34.3K
|
23K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
555+ 13.22% |
$30K - $33.9K
|
4.75K
$276K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
542New |
$29.3K - $33.1K
|
542
$31.5K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
536New |
$29K - $32.7K
|
536
$31.1K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 2.51% |
$28.7K - $32.4K
|
21.7K
$1.26M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
528+ 2.5% |
$28.5K - $32.3K
|
21.7K
$1.26M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
527+ 1.44% |
$28.5K - $32.2K
|
37.2K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
515+ 16.61% |
$27.8K - $31.5K
|
3.62K
$210K
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
514+ 12.75% |
$27.8K - $31.4K
|
4.55K
$264K
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
509+ 2.75% |
$27.5K - $31.1K
|
19K
$1.1M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
494+ 4490.91% |
$26.7K - $30.2K
|
505
$29.3K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
492+ 10.72% |
$26.6K - $30.1K
|
5.08K
$295K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
485New |
$26.2K - $29.6K
|
485
$28.2K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
484+ 18.84% |
$26.1K - $29.6K
|
3.05K
$177K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
480New |
$25.9K - $29.3K
|
480
$27.9K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
479+ 8.08% |
$25.9K - $29.3K
|
6.41K
$372K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
476+ 7.13% |
$25.7K - $29.1K
|
7.15K
$415K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
475+ 11.12% |
$25.7K - $29K
|
4.75K
$276K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
452+ 3.61% |
$24.4K - $27.6K
|
13K
$754K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
446+ 3.75% |
$24.1K - $27.2K
|
12.3K
$716K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
441+ 220.5% |
$23.8K - $26.9K
|
641
$37.2K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
436New |
$23.6K - $26.6K
|
436
$25.3K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
435+ 7.1% |
$23.5K - $26.6K
|
6.56K
$381K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
432+ 6.73% |
$23.3K - $26.4K
|
6.85K
$398K
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
427+ 8.97% |
$23.1K - $26.1K
|
5.19K
$301K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
426+ 1.87% |
$23K - $26K
|
23.3K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
422+ 3.29% |
$22.8K - $25.8K
|
13.2K
$769K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
417New |
$22.5K - $25.5K
|
417
$24.2K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
406+ 63.04% |
$21.9K - $24.8K
|
1.05K
$61K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
400+ 1.48% |
$21.6K - $24.4K
|
27.5K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
400+ 7.84% |
$21.6K - $24.4K
|
5.5K
$320K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
387+ 4.1% |
$20.9K - $23.6K
|
9.82K
$570K
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
385+ 0.77% |
$20.8K - $23.5K
|
50.5K
$2.93M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
383+ 7.14% |
$20.7K - $23.4K
|
5.74K
$334K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
380New |
$20.5K - $23.2K
|
380
$22.1K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
377+ 26.49% |
$20.4K - $23K
|
1.8K
$105K
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
375New |
$20.3K - $22.9K
|
375
$21.8K
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
362+ 3.05% |
$19.6K - $22.1K
|
12.2K
$709K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
355+ 3.9% |
$19.2K - $21.7K
|
9.47K
$550K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
353New |
$19.1K - $21.6K
|
353
$20.5K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
353New |
$19.1K - $21.6K
|
353
$20.5K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
345+ 119.38% |
$18.6K - $21.1K
|
634
$36.8K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
344+ 0.81% |
$18.6K - $21K
|
42.8K
$2.49M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
341New |
$18.4K - $20.8K
|
341
$19.8K
|