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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
106
shares
|
$5,994
0.0% of portfolio
|
Q1 2023
Reduced 60.89%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
105
shares
|
$5,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
102
shares
|
$5,768
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
101
shares
|
$5,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$5,655
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$5,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$5,655
0.0% of portfolio
|
Q2 2024
Reduced 93.9%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$5,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
99
shares
|
$5,598
0.0% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
97
shares
|
$5,485
0.01% of portfolio
|
Q4 2022
Reduced 98.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
94
shares
|
$5,315
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
92
shares
|
$5,202
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
89
shares
|
$5,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
89
shares
|
$5,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
81
shares
|
$4,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
77
shares
|
$4,354
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
74
shares
|
$4,184
0.0% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
73
shares
|
$4,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
66
shares
|
$3,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
57
shares
|
$3,223
0.0% of portfolio
|
Q4 2022
Reduced 89.12%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
57
shares
|
$3,223
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
53
shares
|
$2,997
0.0% of portfolio
|
Q2 2023
Reduced 57.94%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
47
shares
|
$2,657
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$2,601
0.0% of portfolio
|
Q1 2024
Reduced 90.32%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
40
shares
|
$2,262
0.0% of portfolio
|
Q4 2023
Reduced 52.94%
|