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
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.25KNew |
$176K - $199K
|
3.25K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.23K+ 4.91% |
$174K - $197K
|
69K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.14K+ 3.11% |
$170K - $192K
|
104K
$6.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.03K+ 12.35% |
$164K - $185K
|
27.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.99K+ 65.97% |
$161K - $183K
|
7.52K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 6.11% |
$160K - $181K
|
51.4K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.95K+ 0.88% |
$160K - $180K
|
340K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.93K+ 2.2% |
$158K - $179K
|
136K
$7.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.9K+ 36.41% |
$157K - $177K
|
10.9K
$631K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.87K+ 8.33% |
$155K - $175K
|
37.3K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.83K+ 6.37% |
$153K - $173K
|
47.2K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.82K+ 13.73% |
$153K - $173K
|
23.4K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 4.25% |
$150K - $170K
|
68.1K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.78KNew |
$150K - $170K
|
2.78K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.76K+ 2.32% |
$149K - $168K
|
122K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
2.74K+ 17.04% |
$148K - $168K
|
18.8K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.72K+ 11.41% |
$147K - $166K
|
26.5K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.68K+ 19.25% |
$145K - $164K
|
16.6K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.65K+ 1.42% |
$143K - $162K
|
190K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.6K+ 7.74% |
$141K - $159K
|
36.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.6KNew |
$140K - $159K
|
2.6K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.52K+ 8.16% |
$136K - $154K
|
33.4K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 27.6% |
$134K - $151K
|
11.4K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.45K+ 11.4% |
$132K - $150K
|
24K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.44K+ 12.02% |
$132K - $149K
|
22.7K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.38K+ 89.48% |
$129K - $146K
|
5.04K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 32.06% |
$126K - $142K
|
9.58K
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 7.6% |
$125K - $141K
|
32.8K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.32K+ 8.58% |
$125K - $141K
|
29.3K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.31K+ 19.07% |
$125K - $141K
|
14.4K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.29K+ 12.62% |
$124K - $140K
|
20.4K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.26K+ 3.39% |
$122K - $138K
|
68.8K
$4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.23K+ 5.02% |
$121K - $136K
|
46.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.22K+ 0.94% |
$120K - $136K
|
238K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.22KNew |
$120K - $135K
|
2.22K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.2K+ 55.71% |
$119K - $134K
|
6.15K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.2K+ 12.43% |
$119K - $134K
|
19.8K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.12K+ 0.9% |
$115K - $130K
|
239K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.09K+ 5.25% |
$113K - $128K
|
41.9K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 7.23% |
$112K - $126K
|
30.7K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.05K+ 31.49% |
$111K - $125K
|
8.55K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.05K+ 1.98% |
$110K - $125K
|
105K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.04K+ 9.46% |
$110K - $125K
|
23.7K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
2KNew |
$108K - $122K
|
2K
$116K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.98K+ 31.97% |
$107K - $121K
|
8.17K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 7.71% |
$106K - $120K
|
27.5K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 44.61% |
$106K - $120K
|
6.36K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.91K+ 1.8% |
$103K - $116K
|
108K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 23.05% |
$101K - $114K
|
9.98K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.87K+ 1.03% |
$101K - $114K
|
183K
$10.6M
|