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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
631+ 1.48% |
$34.1K - $38.5K
|
43.2K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
627+ 3.08% |
$33.9K - $38.3K
|
21K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
627+ 9.32% |
$33.9K - $38.3K
|
7.35K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
613+ 3.65% |
$33.1K - $37.4K
|
17.4K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
612+ 8.82% |
$33.1K - $37.4K
|
7.55K
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
607+ 12.35% |
$32.8K - $37.1K
|
5.52K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
600+ 6.24% |
$32.4K - $36.7K
|
10.2K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
595+ 20.03% |
$32.1K - $36.3K
|
3.57K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
584+ 10.15% |
$31.5K - $35.7K
|
6.34K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
583+ 1.65% |
$31.5K - $35.6K
|
36K
$2.09M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
580+ 2.89% |
$31.3K - $35.4K
|
20.7K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
579+ 4.23% |
$31.3K - $35.4K
|
14.3K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
578+ 1.43% |
$31.2K - $35.3K
|
41.1K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
562+ 2.5% |
$30.4K - $34.3K
|
23K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
555+ 13.22% |
$30K - $33.9K
|
4.75K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
542New |
$29.3K - $33.1K
|
542
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
536New |
$29K - $32.7K
|
536
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 2.51% |
$28.7K - $32.4K
|
21.7K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
528+ 2.5% |
$28.5K - $32.3K
|
21.7K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
527+ 1.44% |
$28.5K - $32.2K
|
37.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
515+ 16.61% |
$27.8K - $31.5K
|
3.62K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
514+ 12.75% |
$27.8K - $31.4K
|
4.55K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
510+ 3.44% |
$27.6K - $31.2K
|
15.3K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
509+ 2.75% |
$27.5K - $31.1K
|
19K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
506+ 5.96% |
$27.3K - $30.9K
|
9K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
494+ 4490.91% |
$26.7K - $30.2K
|
505
$29.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
492+ 10.72% |
$26.6K - $30.1K
|
5.08K
$295K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
488+ 2.11% |
$26.4K - $29.8K
|
23.6K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
485New |
$26.2K - $29.6K
|
485
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
484+ 18.84% |
$26.1K - $29.6K
|
3.05K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
480New |
$25.9K - $29.3K
|
480
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
479+ 8.08% |
$25.9K - $29.3K
|
6.41K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
476+ 7.13% |
$25.7K - $29.1K
|
7.15K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
475+ 11.12% |
$25.7K - $29K
|
4.75K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
457+ 11.61% |
$24.7K - $27.9K
|
4.39K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
452+ 3.61% |
$24.4K - $27.6K
|
13K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
446+ 3.75% |
$24.1K - $27.2K
|
12.3K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
441+ 220.5% |
$23.8K - $26.9K
|
641
$37.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
436New |
$23.6K - $26.6K
|
436
$25.3K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
435+ 7.1% |
$23.5K - $26.6K
|
6.56K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
432+ 6.73% |
$23.3K - $26.4K
|
6.85K
$398K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
427+ 8.97% |
$23.1K - $26.1K
|
5.19K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
426+ 1.87% |
$23K - $26K
|
23.3K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
422+ 3.29% |
$22.8K - $25.8K
|
13.2K
$769K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
417New |
$22.5K - $25.5K
|
417
$24.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
406+ 63.04% |
$21.9K - $24.8K
|
1.05K
$61K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
400+ 1.48% |
$21.6K - $24.4K
|
27.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
400+ 7.84% |
$21.6K - $24.4K
|
5.5K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
391+ 9.74% |
$21.1K - $23.9K
|
4.41K
$256K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
387+ 4.1% |
$20.9K - $23.6K
|
9.82K
$570K
|