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 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6.52K+ 27.88% |
$186K - $213K
|
29.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.45KNew |
$184K - $210K
|
6.45K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
6.44KNew |
$184K - $210K
|
6.44K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.37KNew |
$182K - $208K
|
6.37K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
6.35KNew |
$181K - $207K
|
6.35K
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.34KNew |
$181K - $207K
|
6.34K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.31K+ 19.8% |
$180K - $206K
|
38.2K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.27KNew |
$179K - $205K
|
6.27K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.26KNew |
$179K - $204K
|
6.26K
$364K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.25K+ 4.79% |
$179K - $204K
|
137K
$7.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.25KNew |
$178K - $204K
|
6.25K
$363K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.22KNew |
$178K - $203K
|
6.22K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.2KNew |
$177K - $202K
|
6.2K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.2KNew |
$177K - $202K
|
6.2K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.17KNew |
$176K - $201K
|
6.17K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.17K+ 77.74% |
$176K - $201K
|
14.1K
$819K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
6.16KNew |
$176K - $201K
|
6.16K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.15KNew |
$176K - $201K
|
6.15K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$175K - $200K
|
6.14K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.12K+ 45.49% |
$175K - $200K
|
19.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.11K+ 9.95% |
$175K - $199K
|
67.5K
$3.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.96K+ 7.87% |
$170K - $195K
|
81.7K
$4.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.92K+ 82.84% |
$169K - $193K
|
13.1K
$759K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5.33K+ 14.76% |
$152K - $174K
|
41.4K
$2.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.29K+ 7.25% |
$151K - $173K
|
78.3K
$4.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.12K+ 5.02% |
$146K - $167K
|
107K
$6.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
5.11K+ 1.98% |
$146K - $167K
|
263K
$15.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.1K+ 3.48% |
$146K - $167K
|
152K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.07K+ 29.2% |
$145K - $165K
|
22.4K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07K+ 7.59% |
$145K - $165K
|
71.9K
$4.17M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.97K+ 1.48% |
$142K - $162K
|
341K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.91K+ 11.52% |
$140K - $160K
|
47.6K
$2.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.59K+ 194.17% |
$131K - $150K
|
6.96K
$404K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.43K+ 2.57% |
$126K - $144K
|
177K
$10.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41K+ 54.08% |
$126K - $144K
|
12.6K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.39K+ 0.25% |
$125K - $143K
|
1.79M
$104M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.23K+ 0.46% |
$121K - $138K
|
928K
$53.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
4.21K+ 25.54% |
$120K - $138K
|
20.7K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.18K+ 37.22% |
$119K - $136K
|
15.4K
$895K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.15K+ 24.54% |
$118K - $135K
|
21K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.93K+ 0.55% |
$112K - $128K
|
722K
$42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.88KNew |
$111K - $127K
|
3.88K
$225K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.87K+ 2.87% |
$111K - $126K
|
139K
$8.06M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.82K+ 7.03% |
$109K - $125K
|
58.2K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.79K+ 5.35% |
$108K - $124K
|
74.6K
$4.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.79K+ 7.15% |
$108K - $124K
|
56.8K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.77K+ 17.54% |
$108K - $123K
|
25.2K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.77K+ 1.07% |
$108K - $123K
|
355K
$20.6M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.65K+ 28.92% |
$104K - $119K
|
16.3K
$946K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.46K+ 46.09% |
$98.7K - $113K
|
11K
$637K
|