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 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
385+ 0.77% |
$20.8K - $23.5K
|
50.5K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
383+ 7.14% |
$20.7K - $23.4K
|
5.74K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
380New |
$20.5K - $23.2K
|
380
$22.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
377+ 26.49% |
$20.4K - $23K
|
1.8K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
375New |
$20.3K - $22.9K
|
375
$21.8K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
362+ 3.05% |
$19.6K - $22.1K
|
12.2K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
355+ 3.9% |
$19.2K - $21.7K
|
9.47K
$550K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
353New |
$19.1K - $21.6K
|
353
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
353New |
$19.1K - $21.6K
|
353
$20.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
345+ 119.38% |
$18.6K - $21.1K
|
634
$36.8K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
344+ 0.81% |
$18.6K - $21K
|
42.8K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
341New |
$18.4K - $20.8K
|
341
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
336+ 2.31% |
$18.2K - $20.5K
|
14.9K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
328+ 7.35% |
$17.7K - $20K
|
4.79K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
327+ 5.15% |
$17.7K - $20K
|
6.68K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
318+ 1.81% |
$17.2K - $19.4K
|
17.9K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
317+ 3.29% |
$17.1K - $19.4K
|
9.95K
$578K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
305+ 1.09% |
$16.5K - $18.6K
|
28.2K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
296+ 2.55% |
$16K - $18.1K
|
11.9K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
294+ 1.39% |
$15.9K - $18K
|
21.4K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
288+ 3.02% |
$15.6K - $17.6K
|
9.82K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
284+ 6.8% |
$15.3K - $17.3K
|
4.46K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
283+ 1.26% |
$15.3K - $17.3K
|
22.7K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
275+ 1.45% |
$14.9K - $16.8K
|
19.3K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
273+ 0.55% |
$14.7K - $16.7K
|
50K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
270+ 900.0% |
$14.6K - $16.5K
|
300
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
268+ 2977.78% |
$14.5K - $16.4K
|
277
$16.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
265New |
$14.3K - $16.2K
|
265
$15.4K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
264New |
$14.3K - $16.1K
|
264
$15.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 14.15% |
$14K - $15.8K
|
2.09K
$121K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
258+ 48.77% |
$13.9K - $15.8K
|
787
$45.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
256+ 0.58% |
$13.8K - $15.6K
|
44.3K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
256+ 6.12% |
$13.8K - $15.6K
|
4.44K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
252+ 0.72% |
$13.6K - $15.4K
|
35.5K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
247+ 1.91% |
$13.3K - $15.1K
|
13.1K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
245+ 875.0% |
$13.2K - $15K
|
273
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
245+ 1.05% |
$13.2K - $15K
|
23.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
245+ 1.1% |
$13.2K - $15K
|
22.5K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
244+ 36.69% |
$13.2K - $14.9K
|
909
$52.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
243+ 2.02% |
$13.1K - $14.8K
|
12.2K
$711K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
243+ 0.58% |
$13.1K - $14.8K
|
42.2K
$2.45M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
239New |
$12.9K - $14.6K
|
239
$13.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
237+ 5.86% |
$12.8K - $14.5K
|
4.28K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
237+ 0.6% |
$12.8K - $14.5K
|
39.8K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
226New |
$12.2K - $13.8K
|
226
$13.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
222+ 47.84% |
$12K - $13.6K
|
686
$39.8K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
216New |
$11.7K - $13.2K
|
216
$12.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
215+ 0.06% |
$11.6K - $13.1K
|
385K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
209+ 2.72% |
$11.3K - $12.8K
|
7.88K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
208+ 0.81% |
$11.2K - $12.7K
|
26K
$1.51M
|