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
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
206New |
$11.1K - $12.6K
|
206
$12K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
202+ 2.32% |
$10.9K - $12.3K
|
8.91K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 23.54% |
$10.9K - $12.3K
|
1.06K
$61.6K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
201+ 4.29% |
$10.9K - $12.3K
|
4.88K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
200+ 13.33% |
$10.8K - $12.2K
|
1.7K
$98.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
196+ 1.19% |
$10.6K - $12K
|
16.7K
$971K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
189+ 75.6% |
$10.2K - $11.5K
|
439
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
185+ 20.33% |
$9.99K - $11.3K
|
1.1K
$63.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
183+ 4.25% |
$9.89K - $11.2K
|
4.49K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
180+ 222.22% |
$9.72K - $11K
|
261
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
177New |
$9.56K - $10.8K
|
177
$10.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
175+ 1.75% |
$9.45K - $10.7K
|
10.2K
$591K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
172New |
$9.29K - $10.5K
|
172
$9.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
171New |
$9.24K - $10.4K
|
171
$9.93K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
167+ 14.65% |
$9.02K - $10.2K
|
1.31K
$75.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
163+ 13.53% |
$8.81K - $9.96K
|
1.37K
$79.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
157+ 158.59% |
$8.48K - $9.59K
|
256
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
156New |
$8.43K - $9.53K
|
156
$9.06K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
154New |
$8.32K - $9.41K
|
154
$8.95K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
154+ 0.14% |
$8.32K - $9.41K
|
110K
$6.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
153+ 1.38% |
$8.27K - $9.35K
|
11.2K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
153+ 0.06% |
$8.27K - $9.35K
|
249K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
152+ 1.1% |
$8.21K - $9.29K
|
13.9K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138+ 0.06% |
$7.45K - $8.43K
|
246K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
136+ 1.35% |
$7.35K - $8.31K
|
10.2K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.81% |
$7.02K - $7.94K
|
7.31K
$424K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
128+ 0.81% |
$6.91K - $7.82K
|
15.9K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
127New |
$6.86K - $7.76K
|
127
$7.38K
|
|
|
May 15, 2025
Q1 2025
|
Presima Inc.
|
BUY
|
- |
125+ 0.91% |
$6.75K - $7.64K
|
13.9K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
122+ 2.11% |
$6.59K - $7.45K
|
5.89K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
113+ 1.51% |
$6.1K - $6.9K
|
7.6K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
113+ 7.47% |
$6.1K - $6.9K
|
1.63K
$94.4K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
109+ 2.42% |
$5.89K - $6.66K
|
4.61K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
109+ 1.22% |
$5.89K - $6.66K
|
9.07K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
109+ 0.62% |
$5.89K - $6.66K
|
17.8K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
106+ 2.04% |
$5.73K - $6.48K
|
5.29K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
105New |
$5.67K - $6.41K
|
105
$6.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105+ 875.0% |
$5.67K - $6.41K
|
117
$6.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105+ 9.89% |
$5.67K - $6.41K
|
1.17K
$67.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
104+ 1.26% |
$5.62K - $6.35K
|
8.39K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 2.07% |
$5.62K - $6.35K
|
5.12K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
103+ 0.59% |
$5.56K - $6.29K
|
17.6K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
102+ 1.09% |
$5.51K - $6.23K
|
9.45K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$5.4K - $6.11K
|
100
$5.81K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 0.18% |
$5.4K - $6.11K
|
54.6K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$5.4K - $6.11K
|
100
$5.81K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 2.39% |
$5.29K - $5.99K
|
4.19K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
97New |
$5.24K - $5.93K
|
97
$5.63K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
95+ 1.91% |
$5.13K - $5.8K
|
5.07K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 0.17% |
$5.13K - $5.8K
|
57.1K
$3.32M
|