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 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 2.07% |
$5.62K - $6.35K
|
5.12K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
103+ 0.59% |
$5.56K - $6.29K
|
17.6K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
102+ 1.09% |
$5.51K - $6.23K
|
9.45K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$5.4K - $6.11K
|
100
$6.34K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 0.18% |
$5.4K - $6.11K
|
54.6K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$5.4K - $6.11K
|
100
$6.34K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 2.39% |
$5.29K - $5.99K
|
4.19K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
97New |
$5.24K - $5.93K
|
97
$6.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
95+ 1.91% |
$5.13K - $5.8K
|
5.07K
$321K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 0.17% |
$5.13K - $5.8K
|
57.1K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
95+ 0.62% |
$5.13K - $5.8K
|
15.4K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
94+ 0.79% |
$5.08K - $5.74K
|
12K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
93+ 1.5% |
$5.02K - $5.68K
|
6.28K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
93+ 0.09% |
$5.02K - $5.68K
|
101K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
93+ 1.68% |
$5.02K - $5.68K
|
5.64K
$357K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 152.46% |
$5.02K - $5.68K
|
154
$9.76K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
83+ 0.2% |
$4.48K - $5.07K
|
41.2K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
83+ 0.86% |
$4.48K - $5.07K
|
9.78K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
77+ 1.28% |
$4.16K - $4.7K
|
6.11K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
76+ 1.94% |
$4.11K - $4.64K
|
3.99K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
68+ 8.98% |
$3.67K - $4.15K
|
825
$52.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
67+ 4.67% |
$3.62K - $4.09K
|
1.5K
$95.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
66+ 11.96% |
$3.57K - $4.03K
|
618
$39.2K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
66+ 0.58% |
$3.57K - $4.03K
|
11.5K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.17% |
$3.51K - $3.97K
|
38.8K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
59+ 0.48% |
$3.19K - $3.6K
|
12.4K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.25% |
$3.08K - $3.48K
|
22.5K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
56+ 1.56% |
$3.03K - $3.42K
|
3.65K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
56+ 2.84% |
$3.03K - $3.42K
|
2.03K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
51+ 1.14% |
$2.76K - $3.12K
|
4.54K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 0.2% |
$2.54K - $2.87K
|
23.1K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
46New |
$2.48K - $2.81K
|
46
$2.91K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
45+ 0.84% |
$2.43K - $2.75K
|
5.4K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45+ 56.25% |
$2.43K - $2.75K
|
125
$7.92K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.43K - $2.75K
|
11.5K
$729K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
43+ 0.37% |
$2.32K - $2.63K
|
11.7K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.83% |
$2.32K - $2.63K
|
5.21K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40+ 18.02% |
$2.16K - $2.44K
|
262
$16.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
37+ 0.37% |
$2K - $2.26K
|
10K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37+ 24.03% |
$2K - $2.26K
|
191
$12.1K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
36+ 0.93% |
$1.94K - $2.2K
|
3.91K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35+ 28.46% |
$1.89K - $2.14K
|
158
$10K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34New |
$1.84K - $2.08K
|
34
$2.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33+ 17.28% |
$1.78K - $2.02K
|
224
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 0.79% |
$1.73K - $1.95K
|
4.09K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.77% |
$1.67K - $1.89K
|
4.06K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$1.62K - $1.83K
|
30
$1.9K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
30+ 0.11% |
$1.62K - $1.83K
|
28.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
30New |
$1.62K - $1.83K
|
30
$1.9K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
28+ 0.59% |
$1.51K - $1.71K
|
4.74K
$300K
|