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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
684New |
$19.4K - $22.5K
|
684
$39.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
529New |
$15K - $17.4K
|
529
$30.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500+ 38.46% |
$14.2K - $16.5K
|
1.8K
$105K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
475+ 5.89% |
$13.4K - $15.7K
|
8.54K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
175+ 29.91% |
$4.95K - $5.77K
|
760
$44.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$4.25K - $4.94K
|
150
$8.71K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.83K - $3.3K
|
100
$5.81K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
28+ 0.03% |
$792 - $923
|
107K
$6.19M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27New |
$764 - $890
|
27
$1.57K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$651 - $758
|
23
$1.34K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
17New |
$481 - $560
|
17
$988
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8MNew |
$374M - $447M
|
12.8M
$742M
|
|
|
Feb 14, 2023
Q4 2022
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
677KNew |
$19.9M - $23.7M
|
677K
$39.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
213KNew |
$6.24M - $7.45M
|
213K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
54.6KNew |
$1.6M - $1.91M
|
54.6K
$3.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
25KNew |
$733K - $874K
|
25K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.4KNew |
$540K - $645K
|
18.4K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
12.6KNew |
$368K - $440K
|
12.6K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
6.98KNew |
$204K - $244K
|
6.98K
$405K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.54KNew |
$192K - $229K
|
6.54K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.22KNew |
$182K - $218K
|
6.22K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.08KNew |
$90.1K - $108K
|
3.08K
$179K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.85KNew |
$54.2K - $64.7K
|
1.85K
$107K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$52K - $62.1K
|
1.77K
$103K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.25KNew |
$36.6K - $43.7K
|
1.25K
$72.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.07KNew |
$31.3K - $37.4K
|
1.07K
$62K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
957New |
$28K - $33.5K
|
957
$55.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
402+ 17.79% |
$11.8K - $14.1K
|
2.66K
$155K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
359New |
$10.5K - $12.6K
|
359
$20.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
345+ 0.45% |
$10.1K - $12.1K
|
76.9K
$4.47M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
245+ 2.32% |
$7.18K - $8.57K
|
10.8K
$628K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
215New |
$6.3K - $7.52K
|
215
$12.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
205+ 0.66% |
$6.01K - $7.17K
|
31.2K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192New |
$5.63K - $6.72K
|
192
$11.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
127+ 0.19% |
$3.72K - $4.44K
|
65.9K
$3.83M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
106New |
$3.11K - $3.71K
|
106
$6.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
18+ 19.35% |
$527 - $630
|
111
$6.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$469 - $560
|
16
$929
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 1.12% |
$58.6 - $70
|
181
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$29.3 - $35
|
1
$58.1
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
255K+ 7.58% |
$7.25M - $9.08M
|
3.62M
$210M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
25.6KNew |
$727K - $910K
|
25.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
21.4K+ 138.9% |
$609K - $763K
|
36.9K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.1K+ 56.4% |
$515K - $645K
|
50.3K
$2.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17.4KNew |
$494K - $619K
|
17.4K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
13.7KNew |
$389K - $488K
|
13.7K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.8K+ 9.8% |
$306K - $383K
|
121K
$7M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
10.4K+ 3.73% |
$297K - $372K
|
290K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.1KNew |
$287K - $359K
|
10.1K
$587K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.37KNew |
$266K - $334K
|
9.37K
$544K
|
|