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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
19+ 0.51% |
$543 - $620
|
3.78K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.16% |
$514 - $587
|
11.1K
$642K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.15% |
$457 - $522
|
10.6K
$613K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 0.03% |
$428 - $489
|
48.5K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.07% |
$428 - $489
|
23.1K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.6% |
$371 - $424
|
2.16K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$343 - $392
|
12
$697
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12+ 0.13% |
$343 - $392
|
9.03K
$524K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 7.41% |
$343 - $392
|
174
$10.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.07% |
$286 - $326
|
14.4K
$839K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8+ 0.02% |
$228 - $261
|
48.5K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 1.46% |
$228 - $261
|
557
$32.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.15% |
$143 - $163
|
3.35K
$195K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.04% |
$143 - $163
|
12K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.67% |
$114 - $131
|
598
$34.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
4+ 0.02% |
$114 - $131
|
18K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.4% |
$85.7 - $97.9
|
218
$12.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$85.7 - $97.9
|
6.98K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 10.0% |
$85.7 - $97.9
|
33
$1.92K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2+ 1.79% |
$57.1 - $65.3
|
114
$6.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.99% |
$57.1 - $65.3
|
204
$11.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$28.6 - $32.6
|
8.63K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 0.08% |
$228 - $261
|
10.5K
$612K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 0.6% |
$314 - $359
|
1.84K
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-15- 0.09% |
$428 - $489
|
16.5K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 0.28% |
$657 - $750
|
8.12K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-45- 0.06% |
$1.29K - $1.47K
|
71.9K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-45- 0.53% |
$1.29K - $1.47K
|
8.5K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 1.98% |
$1.37K - $1.57K
|
2.38K
$138K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-52- 6.24% |
$1.49K - $1.7K
|
781
$45.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-52- 0.27% |
$1.49K - $1.7K
|
19.2K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-61- 0.3% |
$1.74K - $1.99K
|
20.5K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-63- 0.09% |
$1.8K - $2.06K
|
68.5K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-63- 3.6% |
$1.8K - $2.06K
|
1.69K
$97.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-65- 0.38% |
$1.86K - $2.12K
|
17K
$985K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-73- 57.94% |
$2.08K - $2.38K
|
53
$3.08K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-76- 8.36% |
$2.17K - $2.48K
|
833
$48.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-80- 4.79% |
$2.28K - $2.61K
|
1.59K
$92.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-80- 23.19% |
$2.28K - $2.61K
|
265
$15.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.32% |
$2.4K - $2.74K
|
2.44K
$142K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-86- 7.34% |
$2.46K - $2.81K
|
1.09K
$63K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-93- 0.05% |
$2.66K - $3.03K
|
184K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-95- 1.08% |
$2.71K - $3.1K
|
8.69K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-105- 2.01% |
$3K - $3.43K
|
5.12K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-107- 1.33% |
$3.06K - $3.49K
|
7.93K
$460K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-118- 9.95% |
$3.37K - $3.85K
|
1.07K
$62K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-123- 0.34% |
$3.51K - $4.01K
|
35.7K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 5.87% |
$3.88K - $4.44K
|
2.18K
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-136- 6.41% |
$3.88K - $4.44K
|
1.99K
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-137- 0.47% |
$3.91K - $4.47K
|
29.2K
$1.7M
|