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 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.45K+ 4.32% |
$98.6K - $113K
|
83.4K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.45K+ 12.02% |
$98.5K - $113K
|
32.2K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.39K+ 19.92% |
$96.7K - $110K
|
20.4K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.32K+ 15.67% |
$94.8K - $108K
|
24.5K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 2.15% |
$93.8K - $107K
|
156K
$9.14M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
3.15K+ 11.56% |
$89.9K - $103K
|
30.4K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.05K+ 1.01% |
$87.1K - $99.5K
|
305K
$17.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
3.03K+ 41.23% |
$86.5K - $98.8K
|
10.4K
$609K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.02K+ 5.08% |
$86.2K - $98.5K
|
62.4K
$3.66M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.01K+ 13.4% |
$85.9K - $98.2K
|
25.5K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.01K+ 7.43% |
$85.9K - $98.2K
|
43.5K
$2.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3K+ 9.05% |
$85.7K - $97.9K
|
36.2K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3K+ 3.08% |
$85.6K - $97.8K
|
100K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.96K+ 1.18% |
$84.6K - $96.6K
|
254K
$14.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 28.58% |
$84.3K - $96.3K
|
13.3K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.89K+ 23.25% |
$82.4K - $94.1K
|
15.3K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 27.77% |
$80.5K - $92K
|
13K
$761K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.8K+ 4.97% |
$80K - $91.4K
|
59.1K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.79K+ 411.34% |
$79.8K - $91.1K
|
3.47K
$204K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 11.5% |
$78K - $89.1K
|
26.5K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.68K+ 37.51% |
$76.4K - $87.3K
|
9.81K
$576K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.64K+ 9.45% |
$75.4K - $86.1K
|
30.6K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.62K+ 29.68% |
$74.9K - $85.6K
|
11.5K
$673K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.61K+ 6.21% |
$74.6K - $85.2K
|
44.7K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.6K+ 0.99% |
$74.3K - $84.9K
|
264K
$15.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.6K+ 6.45% |
$74.2K - $84.7K
|
42.8K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.59K+ 6.45% |
$74K - $84.5K
|
42.8K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
2.59K+ 1.36% |
$74K - $84.5K
|
192K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.56K+ 11.21% |
$73.1K - $83.5K
|
25.4K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.54K+ 0.83% |
$72.4K - $82.7K
|
308K
$18.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.52K+ 2.68% |
$72.1K - $82.3K
|
96.8K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.46K+ 11.09% |
$70.4K - $80.4K
|
24.7K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.42K+ 1.97% |
$69K - $78.8K
|
125K
$7.32M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 86.25% |
$67.7K - $77.4K
|
5.12K
$301K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 86.25% |
$67.7K - $77.4K
|
5.12K
$301K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.36K+ 1.84% |
$67.5K - $77.1K
|
131K
$7.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.33K+ 145.9% |
$66.5K - $76K
|
3.93K
$231K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.31K+ 4.57% |
$65.9K - $75.3K
|
52.8K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.28KNew |
$65.1K - $74.4K
|
2.28K
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.28K+ 10.27% |
$65K - $74.3K
|
24.5K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.27K+ 4.8% |
$64.9K - $74.2K
|
49.7K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.26K+ 19.44% |
$64.5K - $73.7K
|
13.9K
$815K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.25K+ 15.06% |
$64.2K - $73.4K
|
17.2K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.25K+ 1.51% |
$64.2K - $73.4K
|
151K
$8.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.22K+ 4.45% |
$63.3K - $72.3K
|
52K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.2K+ 11.75% |
$62.8K - $71.8K
|
20.9K
$1.23M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.18KNew |
$62.3K - $71.2K
|
2.18K
$128K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.18K+ 2.2% |
$62.2K - $71.1K
|
101K
$5.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.16K+ 1.47% |
$61.5K - $70.3K
|
149K
$8.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.15K+ 26.65% |
$61.4K - $70.2K
|
10.2K
$600K
|