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
|
Spire Wealth Management
|
SELL
|
- |
-2.81K- 41.37% |
$92.8K - $109K
|
3.98K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.81K- 3.06% |
$92.9K - $110K
|
89.1K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.83K- 14.76% |
$93.7K - $110K
|
16.4K
$962K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.85K- 4.12% |
$94.1K - $111K
|
66.3K
$3.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.9K- 25.61% |
$95.8K - $113K
|
8.43K
$495K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.92K- 1.7% |
$96.6K - $114K
|
169K
$9.92M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.94K- 3.67% |
$97.1K - $114K
|
77.1K
$4.53M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 21.29% |
$97.8K - $115K
|
10.9K
$643K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.99K- 6.6% |
$98.8K - $116K
|
42.3K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-3.05K- 1.2% |
$101K - $119K
|
251K
$14.7M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.15K- 33.95% |
$104K - $123K
|
6.13K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.19K- 7.39% |
$106K - $124K
|
40K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.19K- 7.37% |
$106K - $124K
|
40.1K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.23K- 1.71% |
$107K - $126K
|
185K
$10.9M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.26KClosed |
$108K - $127K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.27K- 3.94% |
$108K - $127K
|
79.7K
$4.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.31K- 4.03% |
$109K - $129K
|
78.7K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.35K- 1.48% |
$111K - $131K
|
224K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.4K- 11.89% |
$112K - $133K
|
25.2K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.44K- 14.07% |
$114K - $134K
|
21K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 4.87% |
$117K - $138K
|
69.3K
$4.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.56K- 27.27% |
$118K - $139K
|
9.5K
$558K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.6K- 21.42% |
$119K - $140K
|
13.2K
$776K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.79K- 16.23% |
$125K - $148K
|
19.6K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.79K- 3.72% |
$125K - $148K
|
98.1K
$5.76M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.9K- 21.8% |
$129K - $152K
|
14K
$821K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.9K- 2.0% |
$129K - $152K
|
192K
$11.3M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-4K- 42.78% |
$132K - $156K
|
5.35K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.03K- 29.09% |
$133K - $157K
|
9.81K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.06K- 4.46% |
$134K - $158K
|
87K
$5.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-4.25K- 2.35% |
$140K - $166K
|
177K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.46K- 4.64% |
$147K - $174K
|
91.7K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.47K- 25.04% |
$148K - $174K
|
13.4K
$786K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-4.58K- 3.52% |
$151K - $178K
|
125K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.61K- 6.25% |
$152K - $180K
|
69.2K
$4.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.62K- 25.76% |
$153K - $180K
|
13.3K
$782K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.62K- 2.4% |
$153K - $180K
|
188K
$11M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-4.64K- 19.57% |
$153K - $181K
|
19.1K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.68K- 2.63% |
$155K - $182K
|
173K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.71K- 17.61% |
$156K - $183K
|
22K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-4.76K- 10.02% |
$157K - $186K
|
42.8K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.8K- 55.78% |
$158K - $187K
|
3.8K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.8K- 9.66% |
$159K - $187K
|
44.9K
$2.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-4.84K- 21.48% |
$160K - $189K
|
17.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.95K- 5.08% |
$164K - $193K
|
92.4K
$5.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5K- 19.13% |
$165K - $195K
|
21.1K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-5K- 3.36% |
$165K - $195K
|
144K
$8.45M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.06K- 15.0% |
$167K - $197K
|
28.7K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.09K- 11.88% |
$168K - $198K
|
37.8K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-5.15K- 27.32% |
$170K - $201K
|
13.7K
$804K
|