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 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 1.22% |
$231 - $273
|
579
$33K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
6+ 0.1% |
$198 - $234
|
5.88K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 5.66% |
$198 - $234
|
112
$6.38K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6+ 0.1% |
$198 - $234
|
6.21K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 1.1% |
$198 - $234
|
549
$31.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.04% |
$165 - $195
|
12K
$686K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
5+ 0.06% |
$165 - $195
|
8.67K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.14% |
$132 - $156
|
2.79K
$159K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.63% |
$132 - $156
|
635
$36.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$132 - $156
|
6.99K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 0.89% |
$66.1 - $77.9
|
226
$12.9K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
2+ 0.01% |
$66.1 - $77.9
|
16.6K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.46% |
$66.1 - $77.9
|
441
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2+ 0.03% |
$66.1 - $77.9
|
6.59K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$33.1 - $39
|
6.62K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.96% |
$33.1 - $39
|
105
$5.98K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$33.1 - $39
|
6.78K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$33.1 - $39
|
7.26K
$414K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$33.1 - $39
|
2
$114
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$66.1 - $77.9
|
790
$45K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.35% |
$99.1 - $117
|
860
$49K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.49% |
$99.1 - $117
|
608
$34.6K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3- 1.99% |
$99.1 - $117
|
148
$8.43K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 3.7% |
$165 - $195
|
130
$7.41K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8- 0.22% |
$264 - $312
|
3.66K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$297 - $351
|
7.54K
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-11- 0.28% |
$364 - $429
|
3.94K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11- 18.97% |
$364 - $429
|
47
$2.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 1.66% |
$430 - $507
|
768
$43.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$496 - $585
|
13.1K
$748K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-16- 0.22% |
$529 - $624
|
7.3K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-18- 3.64% |
$595 - $701
|
476
$27.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-19- 0.01% |
$628 - $740
|
217K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-21- 0.32% |
$694 - $818
|
6.58K
$375K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-25- 0.04% |
$826 - $974
|
67.6K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.4% |
$958 - $1.13K
|
7.22K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-38- 0.64% |
$1.26K - $1.48K
|
5.88K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-39- 0.2% |
$1.29K - $1.52K
|
19.3K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-40- 5.06% |
$1.32K - $1.56K
|
751
$42.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 9.51% |
$1.36K - $1.6K
|
390
$22.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-42- 53.16% |
$1.39K - $1.64K
|
37
$2.11K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-43- 3.96% |
$1.42K - $1.68K
|
1.04K
$59.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-43- 0.53% |
$1.42K - $1.68K
|
8K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-45- 0.05% |
$1.49K - $1.75K
|
86.4K
$4.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-49- 0.11% |
$1.62K - $1.91K
|
42.7K
$2.43M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-52- 0.06% |
$1.72K - $2.03K
|
83.8K
$4.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-55- 0.57% |
$1.82K - $2.14K
|
9.65K
$550K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-56- 12.15% |
$1.85K - $2.18K
|
405
$23.1K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-67- 0.05% |
$2.21K - $2.61K
|
124K
$7.08M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-68- 1.13% |
$2.25K - $2.65K
|
5.94K
$338K
|