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 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
123+ 0.65% |
$3.51K - $4.01K
|
19.1K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
122+ 63.54% |
$3.48K - $3.98K
|
314
$18.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
122+ 0.87% |
$3.48K - $3.98K
|
14.2K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
121+ 0.34% |
$3.46K - $3.95K
|
35.4K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
120+ 0.15% |
$3.43K - $3.92K
|
81.7K
$4.88M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
118+ 0.82% |
$3.37K - $3.85K
|
14.6K
$870K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
117New |
$3.34K - $3.82K
|
117
$6.99K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
111+ 0.26% |
$3.17K - $3.62K
|
43.1K
$2.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
109+ 10.02% |
$3.11K - $3.56K
|
1.2K
$71.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
108+ 1.23% |
$3.08K - $3.52K
|
8.88K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
106+ 16.54% |
$3.03K - $3.46K
|
747
$44.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
105+ 0.39% |
$3K - $3.43K
|
27.3K
$1.63M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
101New |
$2.88K - $3.3K
|
101
$6.03K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 2.36% |
$2.86K - $3.26K
|
4.34K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
98+ 0.96% |
$2.8K - $3.2K
|
10.3K
$615K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
89+ 1.24% |
$2.54K - $2.9K
|
7.25K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
88+ 0.04% |
$2.51K - $2.87K
|
231K
$13.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.94% |
$2.23K - $2.55K
|
8.39K
$501K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 0.79% |
$2.2K - $2.51K
|
9.78K
$584K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
73New |
$2.08K - $2.38K
|
73
$4.36K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
69+ 8.23% |
$1.97K - $2.25K
|
907
$54.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
69New |
$1.97K - $2.25K
|
69
$4.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
66+ 0.3% |
$1.88K - $2.15K
|
21.8K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 147.73% |
$1.86K - $2.12K
|
109
$6.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64+ 41.03% |
$1.83K - $2.09K
|
220
$13.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$1.74K - $1.99K
|
61
$3.64K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
55+ 0.67% |
$1.57K - $1.79K
|
8.23K
$492K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
49+ 0.58% |
$1.4K - $1.6K
|
8.47K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
47New |
$1.34K - $1.53K
|
47
$2.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
47+ 0.3% |
$1.34K - $1.53K
|
15.5K
$925K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
42+ 0.18% |
$1.2K - $1.37K
|
22.9K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
40+ 0.27% |
$1.14K - $1.31K
|
14.7K
$879K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
37+ 0.54% |
$1.06K - $1.21K
|
6.92K
$413K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
33+ 7.5% |
$942 - $1.08K
|
473
$28.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
33+ 45.21% |
$942 - $1.08K
|
106
$6.33K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 71.11% |
$914 - $1.04K
|
77
$4.6K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
31+ 5.33% |
$885 - $1.01K
|
613
$36.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
31+ 5.33% |
$885 - $1.01K
|
613
$36.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
29+ 0.23% |
$828 - $946
|
12.5K
$745K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 12.79% |
$800 - $914
|
247
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.16% |
$743 - $848
|
16.6K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
25+ 0.06% |
$714 - $816
|
40.1K
$2.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
25+ 0.34% |
$714 - $816
|
7.38K
$441K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24+ 9.52% |
$685 - $783
|
276
$16.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23New |
$657 - $750
|
23
$1.37K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 1.41% |
$628 - $718
|
1.59K
$94.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 1.43% |
$600 - $685
|
1.49K
$89.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
19+ 0.51% |
$543 - $620
|
3.78K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.16% |
$514 - $587
|
11.1K
$660K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.15% |
$457 - $522
|
10.6K
$631K
|