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 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.15K+ 4.23% |
$61.4K - $70.1K
|
53K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.13K+ 1.29% |
$60.9K - $69.6K
|
167K
$9.98M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.09K+ 28.57% |
$59.7K - $68.2K
|
9.41K
$561K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 10.01% |
$58.4K - $66.8K
|
22.5K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Sl Advisors, LLC
|
BUY
|
- |
2.03K+ 2.69% |
$57.9K - $66.2K
|
77.5K
$4.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2K+ 7.66% |
$57.2K - $65.4K
|
28.2K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 21.57% |
$57.1K - $65.3K
|
11.3K
$672K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.91K+ 0.92% |
$54.6K - $62.4K
|
209K
$12.5M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.91K+ 7.4% |
$54.5K - $62.3K
|
27.7K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 4.5% |
$54K - $61.7K
|
43.9K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
1.89KNew |
$53.8K - $61.5K
|
1.89K
$112K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.88K+ 2.24% |
$53.8K - $61.4K
|
86.1K
$5.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.84K+ 15.29% |
$52.6K - $60.1K
|
13.9K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.81K+ 7.28% |
$51.8K - $59.1K
|
26.7K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.69K+ 13.11% |
$48.3K - $55.2K
|
14.6K
$871K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.64K+ 1.7% |
$46.9K - $53.5K
|
97.9K
$5.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.63K+ 9.18% |
$46.7K - $53.3K
|
19.4K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$46.5K - $53.2K
|
1.63K
$97.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.61KNew |
$46K - $52.5K
|
1.61K
$96K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.56K+ 0.94% |
$44.6K - $51K
|
169K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.56K+ 2.92% |
$44.6K - $51K
|
55K
$3.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.5K+ 6.54% |
$42.7K - $48.8K
|
24.3K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.49K+ 0.41% |
$42.5K - $48.6K
|
368K
$22M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.47K+ 20.92% |
$42K - $48K
|
8.5K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.46K+ 0.57% |
$41.6K - $47.5K
|
255K
$15.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.45K+ 20.81% |
$41.4K - $47.3K
|
8.42K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 81.46% |
$41.2K - $47K
|
3.21K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.43K+ 3.21% |
$40.8K - $46.6K
|
46K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 22.55% |
$40.2K - $46K
|
7.66K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.39K+ 1.28% |
$39.8K - $45.5K
|
110K
$6.55M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.38K+ 1.65% |
$39.4K - $45.1K
|
84.9K
$5.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.36K+ 16.46% |
$39K - $44.5K
|
9.65K
$576K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.31K+ 4.24% |
$37.5K - $42.9K
|
32.3K
$1.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.3K+ 6.91% |
$37.2K - $42.5K
|
20.2K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.29K+ 0.86% |
$36.7K - $42K
|
152K
$9.04M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.25K+ 1.28% |
$35.6K - $40.7K
|
98.5K
$5.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.2K+ 4.92% |
$34.2K - $39.1K
|
25.5K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.17K+ 2.72% |
$33.4K - $38.2K
|
44.3K
$2.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 2.29% |
$32.8K - $37.5K
|
51.3K
$3.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.14K+ 7.29% |
$32.5K - $37.1K
|
16.8K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 7.47% |
$31.5K - $36K
|
15.9K
$946K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 2.5% |
$30.6K - $35K
|
43.9K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 6.96% |
$30.2K - $34.6K
|
16.3K
$971K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 7.43% |
$30.1K - $34.4K
|
15.2K
$909K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.04K+ 11.95% |
$29.8K - $34K
|
9.77K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 205.0% |
$29.3K - $33.4K
|
1.53K
$91K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 11.36% |
$29.2K - $33.3K
|
10K
$597K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 11.36% |
$29.2K - $33.3K
|
10K
$597K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
1K+ 5.97% |
$28.6K - $32.6K
|
17.8K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
968+ 2.7% |
$27.6K - $31.6K
|
36.9K
$2.2M
|