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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.36KNew |
$210K - $248K
|
6.36K
$374K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.32K+ 21.14% |
$209K - $246K
|
36.2K
$2.12M
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6.3KNew |
$208K - $245K
|
6.3K
$370K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.28K+ 15.81% |
$207K - $245K
|
46K
$2.7M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.25K+ 3.05% |
$207K - $244K
|
211K
$12.4M
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
6.22KNew |
$206K - $242K
|
6.22K
$365K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.21KNew |
$205K - $242K
|
6.21K
$364K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.18K+ 12.65% |
$204K - $241K
|
55K
$3.23M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6KNew |
$198K - $234K
|
6K
$352K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.99KNew |
$198K - $233K
|
5.99K
$351K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.97KNew |
$197K - $233K
|
5.97K
$350K
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
5.97K+ 0.25% |
$197K - $232K
|
2.35M
$138M
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.9KNew |
$195K - $230K
|
5.9K
$346K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.86K+ 50.55% |
$194K - $228K
|
17.5K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.8K+ 3.77% |
$192K - $226K
|
160K
$9.38M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.78KNew |
$191K - $225K
|
5.78K
$339K
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.72KNew |
$189K - $223K
|
5.72K
$335K
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.71KNew |
$189K - $222K
|
5.71K
$335K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.62KNew |
$186K - $219K
|
5.62K
$330K
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.59KNew |
$185K - $218K
|
5.59K
$328K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.54KNew |
$183K - $216K
|
5.54K
$325K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.5KNew |
$182K - $214K
|
5.5K
$323K
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
5.5KNew |
$182K - $214K
|
5.5K
$323K
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.45K+ 6.3% |
$180K - $212K
|
91.9K
$5.4M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$180K - $212K
|
5.45K
$320K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.43K+ 12.44% |
$179K - $212K
|
49.1K
$2.88M
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.42KNew |
$179K - $211K
|
5.42K
$318K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.42K+ 4.32% |
$179K - $211K
|
131K
$7.69M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.36KNew |
$177K - $209K
|
5.36K
$315K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.35KNew |
$177K - $208K
|
5.35K
$314K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.33KNew |
$176K - $208K
|
5.33K
$313K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.32K+ 122.65% |
$176K - $207K
|
9.65K
$567K
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.31KNew |
$176K - $207K
|
5.31K
$312K
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.23K+ 3.74% |
$173K - $204K
|
145K
$8.53M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5.23K+ 74.12% |
$173K - $204K
|
12.3K
$721K
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
5.19KNew |
$172K - $202K
|
5.19K
$305K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.18KNew |
$171K - $202K
|
5.18K
$304K
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.18KNew |
$171K - $202K
|
5.18K
$304K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$171K - $202K
|
5.17K
$304K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.16K+ 22.86% |
$171K - $201K
|
27.7K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.13K+ 45.8% |
$170K - $200K
|
16.3K
$959K
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.08K+ 0.67% |
$168K - $198K
|
766K
$45M
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.99K+ 14.91% |
$165K - $194K
|
38.4K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.71K+ 3.43% |
$156K - $183K
|
142K
$8.33M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.59K+ 48.35% |
$152K - $179K
|
14.1K
$826K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4.57K+ 141.88% |
$151K - $178K
|
7.79K
$457K
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.53K+ 3.76% |
$150K - $176K
|
125K
$7.33M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 71.84% |
$148K - $175K
|
10.7K
$630K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.35K+ 38.46% |
$144K - $169K
|
15.6K
$918K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.27K+ 5.64% |
$141K - $166K
|
80K
$4.69M
|