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 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
71+ 13.05% |
$2.35K - $2.77K
|
615
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
71+ 0.38% |
$2.35K - $2.77K
|
18.6K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
70+ 0.43% |
$2.31K - $2.73K
|
16.3K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
63+ 0.38% |
$2.08K - $2.46K
|
16.8K
$1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 2.43% |
$2.08K - $2.46K
|
2.65K
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
53+ 16.88% |
$1.75K - $2.07K
|
367
$21.9K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
51+ 0.72% |
$1.69K - $1.99K
|
7.12K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
51+ 0.78% |
$1.69K - $1.99K
|
6.6K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
50+ 0.3% |
$1.65K - $1.95K
|
16.7K
$995K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46+ 0.05% |
$1.52K - $1.79K
|
98.3K
$5.87M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44+ 54.32% |
$1.45K - $1.71K
|
125
$7.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 0.92% |
$1.32K - $1.56K
|
4.4K
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 4.49% |
$1.32K - $1.56K
|
931
$55.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
40+ 0.21% |
$1.32K - $1.56K
|
19K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 28.89% |
$1.29K - $1.52K
|
174
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
38+ 0.11% |
$1.26K - $1.48K
|
34.9K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
36+ 39.13% |
$1.19K - $1.4K
|
128
$7.65K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 19.05% |
$1.06K - $1.25K
|
200
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 0.63% |
$1.02K - $1.21K
|
4.95K
$295K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 11.69% |
$958 - $1.13K
|
277
$16.5K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28+ 0.08% |
$925 - $1.09K
|
36.7K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
27+ 0.25% |
$892 - $1.05K
|
10.9K
$651K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 0.29% |
$892 - $1.05K
|
9.29K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
27+ 0.19% |
$892 - $1.05K
|
14.4K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27+ 0.08% |
$892 - $1.05K
|
33K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25New |
$826 - $974
|
25
$1.49K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 82.76% |
$793 - $935
|
53
$3.17K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.38% |
$793 - $935
|
6.33K
$378K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$661 - $779
|
17.7K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
20+ 0.29% |
$661 - $779
|
7.02K
$419K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.67% |
$628 - $740
|
2.86K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$628 - $740
|
19
$1.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
18+ 0.17% |
$595 - $701
|
10.8K
$644K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 81.82% |
$595 - $701
|
40
$2.39K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
18+ 0.22% |
$595 - $701
|
8.31K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 1700.0% |
$562 - $662
|
18
$1.08K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 0.05% |
$463 - $546
|
25.6K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12+ 0.12% |
$397 - $468
|
10K
$598K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.04% |
$364 - $429
|
26K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 0.75% |
$364 - $429
|
1.47K
$87.7K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 2.09% |
$264 - $312
|
391
$23.4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.49% |
$264 - $312
|
1.63K
$97.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 1.22% |
$231 - $273
|
579
$34.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
6+ 0.1% |
$198 - $234
|
5.88K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 5.66% |
$198 - $234
|
112
$6.69K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6+ 0.1% |
$198 - $234
|
6.21K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 1.1% |
$198 - $234
|
549
$32.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.04% |
$165 - $195
|
12K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
5+ 0.06% |
$165 - $195
|
8.67K
$518K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.14% |
$132 - $156
|
2.79K
$167K
|