Purchases and Sales Made in Q1 2024 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q1 2024. The information is specifically focused on institutions that hold shares of WILLIAMS COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
244+ 1.43% |
$8.06K - $9.51K
|
17.3K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
241+ 2.2% |
$7.97K - $9.39K
|
11.2K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
240+ 2.44% |
$7.93K - $9.35K
|
10.1K
$601K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 2.48% |
$7.63K - $9K
|
9.53K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
230+ 0.61% |
$7.6K - $8.96K
|
38K
$2.27M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$7.11K - $8.38K
|
215
$12.8K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
210+ 2.07% |
$6.94K - $8.18K
|
10.3K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
209+ 1.1% |
$6.91K - $8.14K
|
19.1K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
203+ 9.33% |
$6.71K - $7.91K
|
2.38K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
202+ 1.25% |
$6.68K - $7.87K
|
16.3K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
201New |
$6.64K - $7.83K
|
201
$12K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200+ 3.34% |
$6.61K - $7.79K
|
6.19K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
197+ 0.41% |
$6.51K - $7.68K
|
48.3K
$2.88M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 0.85% |
$6.51K - $7.68K
|
23.3K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
192+ 2.14% |
$6.35K - $7.48K
|
9.18K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190+ 11.18% |
$6.28K - $7.4K
|
1.89K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
189+ 0.36% |
$6.25K - $7.37K
|
52.2K
$3.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
189New |
$6.25K - $7.37K
|
189
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 1.45% |
$6.21K - $7.33K
|
13.2K
$787K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
183+ 2.33% |
$6.05K - $7.13K
|
8.04K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
177+ 264.18% |
$5.85K - $6.9K
|
244
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
174New |
$5.75K - $6.78K
|
174
$10.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
170+ 2.45% |
$5.62K - $6.62K
|
7.12K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
165+ 0.99% |
$5.45K - $6.43K
|
16.8K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
158New |
$5.22K - $6.16K
|
158
$9.44K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
153+ 1.86% |
$5.06K - $5.96K
|
8.38K
$500K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.63% |
$4.96K - $5.85K
|
24.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
145+ 1.96% |
$4.79K - $5.65K
|
7.53K
$450K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
140+ 1.5% |
$4.63K - $5.46K
|
9.48K
$566K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
140+ 1.11% |
$4.63K - $5.46K
|
12.7K
$760K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
139+ 1.67% |
$4.59K - $5.42K
|
8.45K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
135+ 2.23% |
$4.46K - $5.26K
|
6.2K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
132+ 2.18% |
$4.36K - $5.14K
|
6.18K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
124New |
$4.1K - $4.83K
|
124
$7.41K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
122New |
$4.03K - $4.75K
|
122
$7.29K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
118+ 0.31% |
$3.9K - $4.6K
|
38.6K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
115+ 0.11% |
$3.8K - $4.48K
|
103K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
114+ 5.66% |
$3.77K - $4.44K
|
2.13K
$127K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
111+ 42.53% |
$3.67K - $4.33K
|
372
$22.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
109+ 1.45% |
$3.6K - $4.25K
|
7.6K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
96+ 0.25% |
$3.17K - $3.74K
|
38.6K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 4.96% |
$3.04K - $3.59K
|
1.95K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
88+ 0.13% |
$2.91K - $3.43K
|
69.5K
$4.15M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
85+ 0.63% |
$2.81K - $3.31K
|
13.6K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
84+ 0.5% |
$2.78K - $3.27K
|
16.8K
$1M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82+ 1.25% |
$2.71K - $3.2K
|
6.62K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
80+ 1.08% |
$2.64K - $3.12K
|
7.5K
$448K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 0.7% |
$2.58K - $3.04K
|
11.2K
$668K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
77+ 1.27% |
$2.54K - $3K
|
6.15K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 1.69% |
$2.41K - $2.84K
|
4.4K
$263K
|