Purchases and Sales Made in Q1 2025 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q1 2025. 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 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
965+ 1.18% |
$52.1K - $59K
|
82.6K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
953+ 858.56% |
$51.5K - $58.2K
|
1.06K
$61.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
945+ 13.03% |
$51K - $57.7K
|
8.2K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
929+ 10.34% |
$50.2K - $56.8K
|
9.92K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
921New |
$49.8K - $56.3K
|
921
$53.5K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
911+ 4.57% |
$49.2K - $55.7K
|
20.8K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
901+ 0.51% |
$48.7K - $55K
|
178K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
894+ 18.46% |
$48.3K - $54.6K
|
5.74K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
893+ 16.8% |
$48.2K - $54.6K
|
6.21K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
874+ 2.14% |
$47.2K - $53.4K
|
41.8K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
861+ 2.09% |
$46.5K - $52.6K
|
42K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
848+ 3.4% |
$45.8K - $51.8K
|
25.8K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
836+ 939.33% |
$45.2K - $51.1K
|
925
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
823+ 0.86% |
$44.5K - $50.3K
|
96.6K
$5.61M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
819+ 2100.0% |
$44.2K - $50K
|
858
$49.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
813+ 15.99% |
$43.9K - $49.7K
|
5.9K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
811+ 3.02% |
$43.8K - $49.5K
|
27.7K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
805+ 10.24% |
$43.5K - $49.2K
|
8.67K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
803+ 4.26% |
$43.4K - $49.1K
|
19.6K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
786+ 5.38% |
$42.5K - $48K
|
15.4K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
785+ 2.25% |
$42.4K - $48K
|
35.7K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
783+ 11.23% |
$42.3K - $47.8K
|
7.75K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
781+ 4.87% |
$42.2K - $47.7K
|
16.8K
$977K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
759+ 11.19% |
$41K - $46.4K
|
7.54K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
755New |
$40.8K - $46.1K
|
755
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
753New |
$40.7K - $46K
|
753
$43.7K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
749New |
$40.5K - $45.8K
|
749
$43.5K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
740+ 1.7% |
$40K - $45.2K
|
44.3K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
738+ 18.87% |
$39.9K - $45.1K
|
4.65K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
737+ 6.77% |
$39.8K - $45K
|
11.6K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
724New |
$39.1K - $44.2K
|
724
$42.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
716+ 0.21% |
$38.7K - $43.7K
|
348K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
714+ 330.56% |
$38.6K - $43.6K
|
930
$54K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
711+ 9.76% |
$38.4K - $43.4K
|
8K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
704+ 9.02% |
$38K - $43K
|
8.51K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
700+ 18.26% |
$37.8K - $42.8K
|
4.53K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
699+ 10.42% |
$37.8K - $42.7K
|
7.41K
$430K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
697+ 5.79% |
$37.7K - $42.6K
|
12.7K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
692+ 4.35% |
$37.4K - $42.3K
|
16.6K
$964K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
685+ 4.52% |
$37K - $41.8K
|
15.9K
$921K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
684+ 3.0% |
$36.9K - $41.8K
|
23.5K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
684+ 0.31% |
$36.9K - $41.8K
|
221K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
675+ 12.51% |
$36.5K - $41.2K
|
6.07K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
670+ 6.39% |
$36.2K - $40.9K
|
11.2K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
666+ 1.02% |
$36K - $40.7K
|
65.9K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
663+ 1.1% |
$35.8K - $40.5K
|
60.8K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
660+ 1.87% |
$35.7K - $40.3K
|
36K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
645+ 2.03% |
$34.8K - $39.4K
|
32.4K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
643+ 2.64% |
$34.7K - $39.3K
|
25K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
634+ 7.39% |
$34.2K - $38.7K
|
9.22K
$535K
|