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 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.23K+ 2.22% |
$73.7K - $86.9K
|
103K
$6.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.18K+ 8.69% |
$71.9K - $84.8K
|
27.2K
$1.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 19.38% |
$69.4K - $81.8K
|
12.9K
$759K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.07K+ 1.1% |
$68.4K - $80.7K
|
191K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.03KNew |
$67.1K - $79.1K
|
2.03K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 1.75% |
$66.8K - $78.8K
|
118K
$6.9M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2K+ 0.66% |
$66.1K - $78K
|
306K
$17.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2K+ 888.89% |
$66.1K - $77.9K
|
2.23K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 31.42% |
$66.1K - $77.9K
|
8.37K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.98K+ 19.48% |
$65.4K - $77.2K
|
12.1K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.96K+ 8.36% |
$64.6K - $76.2K
|
25.3K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.89K+ 6.66% |
$62.6K - $73.8K
|
30.3K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 26.69% |
$61.9K - $73K
|
8.89K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1.87K+ 2.4% |
$61.8K - $72.8K
|
79.9K
$4.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 1.12% |
$61K - $71.9K
|
167K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 10.73% |
$61K - $71.9K
|
19K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
1.83K+ 0.22% |
$60.5K - $71.4K
|
848K
$49.8M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 24.44% |
$59.8K - $70.5K
|
9.21K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.75K+ 17.12% |
$57.8K - $68.2K
|
12K
$702K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.75KNew |
$57.8K - $68.1K
|
1.75K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 3.1% |
$56K - $66K
|
56.4K
$3.31M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.67K+ 26.47% |
$55.1K - $65K
|
7.97K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.67K+ 0.24% |
$55.1K - $65K
|
691K
$40.6M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 16.07% |
$55K - $64.8K
|
12K
$705K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.65K+ 5.35% |
$54.4K - $64.1K
|
32.4K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.64K+ 0.52% |
$54.2K - $63.9K
|
318K
$18.7M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$53.9K - $63.5K
|
1.63K
$95.7K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.6K+ 14.09% |
$52.9K - $62.4K
|
13K
$761K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$52.9K - $62.4K
|
1.6K
$93.9K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.56K+ 8.83% |
$51.4K - $60.6K
|
19.2K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.52K+ 4.24% |
$50.4K - $59.4K
|
37.5K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.52K+ 9.51% |
$50.2K - $59.2K
|
17.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.52K+ 6.04% |
$50.1K - $59.1K
|
26.6K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.48K+ 44.3% |
$48.8K - $57.6K
|
4.81K
$282K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.44K+ 2.95% |
$47.5K - $56K
|
50.1K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.42K+ 5.95% |
$47K - $55.5K
|
25.3K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.42K+ 0.65% |
$47K - $55.4K
|
221K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.39K+ 4.84% |
$46.1K - $54.3K
|
30.2K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.39K+ 23.71% |
$45.8K - $54K
|
7.23K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 8.71% |
$45.6K - $53.7K
|
17.2K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 7.75% |
$44.6K - $52.6K
|
18.8K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.34KNew |
$44.1K - $52K
|
1.34K
$78.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.33K+ 3.67% |
$43.9K - $51.7K
|
37.5K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$42.8K - $50.5K
|
1.3K
$76K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.24K+ 56.28% |
$41K - $48.4K
|
3.45K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.23K+ 4.94% |
$40.8K - $48.1K
|
26.2K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 8.36% |
$40.6K - $47.9K
|
15.9K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.2KNew |
$39.7K - $46.8K
|
1.2K
$70.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.19KNew |
$39.3K - $46.4K
|
1.19K
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.15K+ 22.04% |
$38.1K - $44.9K
|
6.38K
$375K
|