Purchases and Sales Made in Q2 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
400+ 0.28% |
$11.4K - $13.1K
|
145K
$8.68M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.12% |
$11.4K - $13.1K
|
335K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
392+ 1.41% |
$11.2K - $12.8K
|
28.1K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
392+ 2.72% |
$11.2K - $12.8K
|
14.8K
$884K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
391+ 3.53% |
$11.2K - $12.8K
|
11.5K
$684K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
391+ 0.9% |
$11.2K - $12.8K
|
43.7K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
388+ 137.1% |
$11.1K - $12.7K
|
671
$40.1K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
385+ 33.86% |
$11K - $12.6K
|
1.52K
$90.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 1.22% |
$11K - $12.5K
|
31.8K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
382+ 8.71% |
$10.9K - $12.5K
|
4.77K
$285K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
368+ 0.56% |
$10.5K - $12K
|
66.1K
$3.95M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
365New |
$10.4K - $11.9K
|
365
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
328New |
$9.37K - $10.7K
|
328
$19.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
320+ 1.21% |
$9.14K - $10.4K
|
26.7K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
316+ 0.05% |
$9.02K - $10.3K
|
636K
$38M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
315+ 1.4% |
$9K - $10.3K
|
22.9K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
304+ 3.34% |
$8.68K - $9.92K
|
9.4K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
300+ 1.13% |
$8.57K - $9.79K
|
26.9K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
282+ 0.3% |
$8.05K - $9.2K
|
93.4K
$5.58M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
281+ 5.8% |
$8.03K - $9.17K
|
5.13K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
270+ 3.79% |
$7.71K - $8.81K
|
7.4K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
260+ 2.79% |
$7.43K - $8.48K
|
9.58K
$572K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
254+ 0.71% |
$7.25K - $8.29K
|
35.8K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
250+ 0.87% |
$7.14K - $8.16K
|
29.1K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
248+ 3.24% |
$7.08K - $8.09K
|
7.89K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
238+ 1.08% |
$6.8K - $7.77K
|
22.2K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
234+ 36.85% |
$6.68K - $7.64K
|
869
$51.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
231+ 0.21% |
$6.6K - $7.54K
|
110K
$6.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
225+ 2.7% |
$6.43K - $7.34K
|
8.57K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
222+ 0.94% |
$6.34K - $7.24K
|
23.9K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 0.91% |
$6.31K - $7.21K
|
24.6K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
210+ 11.19% |
$6K - $6.85K
|
2.09K
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 2.65% |
$5.71K - $6.53K
|
7.74K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
197+ 7.25% |
$5.63K - $6.43K
|
2.92K
$174K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
195+ 1.35% |
$5.57K - $6.36K
|
14.6K
$872K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
190+ 2.53% |
$5.43K - $6.2K
|
7.71K
$461K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
188+ 1.37% |
$5.37K - $6.13K
|
13.9K
$830K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
180+ 5.51% |
$5.14K - $5.87K
|
3.45K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
180+ 63.16% |
$5.14K - $5.87K
|
465
$27.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
175+ 1.03% |
$5K - $5.71K
|
17.2K
$1.03M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
165+ 0.43% |
$4.71K - $5.38K
|
38.3K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
164+ 2.29% |
$4.68K - $5.35K
|
7.32K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
157+ 31.4% |
$4.48K - $5.12K
|
657
$39.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.96% |
$4.28K - $4.89K
|
2.31K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
150+ 0.86% |
$4.28K - $4.89K
|
17.6K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.9% |
$4K - $4.57K
|
7.52K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
139+ 0.36% |
$3.97K - $4.54K
|
38.4K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
132+ 0.07% |
$3.77K - $4.31K
|
187K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
131+ 31.95% |
$3.74K - $4.27K
|
541
$32.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
128+ 0.58% |
$3.66K - $4.18K
|
22.1K
$1.32M
|