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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,619
shares
|
$600,504
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
10,603
shares
|
$599,599
0.16% of portfolio
|
Q3 2024
Added 43.3%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
10,578
shares
|
$598,185
0.01% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,527
shares
|
$595,301
0.04% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
10,486
shares
|
$592,983
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,375
shares
|
$586,706
0.06% of portfolio
|
Q2 2024
Reduced 61.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
10,365
shares
|
$586,140
0.02% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,237
shares
|
$578,902
0.02% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
10,200
shares
|
$576,810
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
10,193
shares
|
$576,414
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
10,046
shares
|
$568,101
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,030
shares
|
$567,196
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
10,008
shares
|
$565,952
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
10,008
shares
|
$565,952
0.01% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
10,000
shares
|
$565,500
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$565,500
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$565,500
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$565,500
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,933
shares
|
$561,711
0.06% of portfolio
|
Q2 2024
Added 37.75%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
9,933
shares
|
$561,711
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
9,921
shares
|
$561,032
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
9,909
shares
|
$560,353
0.02% of portfolio
|
Q3 2024
Added 34.63%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
9,896
shares
|
$559,618
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,838
shares
|
$556,338
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
9,815
shares
|
$555,038
0.03% of portfolio
|
Q2 2024
Reduced 3.03%
|