Institutional Ownership Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB). We have compiled data on the 1,470 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $59.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
15,211
shares
|
$860,182
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
15,195
shares
|
$859,277
0.23% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
15,175
shares
|
$858,146
0.01% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
15,175
shares
|
$858,146
0.07% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
15,087
shares
|
$853,169
0.55% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
15,000
shares
|
$848,250
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
14,870
shares
|
$840,898
0.01% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,634
shares
|
$827,552
0.5% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
14,628
shares
|
$827,213
0.78% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
14,571
shares
|
$823,990
0.36% of portfolio
|
Q3 2024
Added 87.72%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
14,497
shares
|
$819,805
0.04% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,326
shares
|
$810,135
0.02% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,289
shares
|
$808,042
0.32% of portfolio
|
Q2 2022
Added 9.86%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
14,277
shares
|
$807,364
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
14,255
shares
|
$806,120
0.01% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,181
shares
|
$801,935
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
14,175
shares
|
$801,596
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
14,094
shares
|
$797,015
0.02% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
14,047
shares
|
$794,357
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
13,970
shares
|
$790,003
0.14% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
13,946
shares
|
$788,646
0.04% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
13,869
shares
|
$784,291
0.22% of portfolio
|
Q3 2024
Reduced 54.38%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
13,849
shares
|
$783,160
0.04% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Presima Inc.
|
Oct 16, 2024 Q3 2024 |
13,800
shares
|
$780,390
0.14% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
13,714
shares
|
$775,526
0.02% of portfolio
|
Q3 2024
Added 7.17%
|