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
|
Arrow Financial Corp
|
BUY
|
- |
942+ 1.11% |
$26.9K - $30.7K
|
85.8K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
928+ 1.92% |
$26.5K - $30.3K
|
49.2K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
917+ 2.45% |
$26.2K - $29.9K
|
38.4K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
916+ 11.48% |
$26.2K - $29.9K
|
8.9K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
908+ 3.97% |
$25.9K - $29.6K
|
23.8K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
907+ 1.26% |
$25.9K - $29.6K
|
72.6K
$4.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
903New |
$25.8K - $29.5K
|
903
$53K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
900+ 7.62% |
$25.7K - $29.4K
|
12.7K
$746K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
899+ 10.52% |
$25.7K - $29.3K
|
9.45K
$555K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
879+ 0.77% |
$25.1K - $28.7K
|
116K
$6.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
876+ 9.11% |
$25K - $28.6K
|
10.5K
$616K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
867+ 5.82% |
$24.8K - $28.3K
|
15.8K
$926K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
847+ 3.88% |
$24.2K - $27.6K
|
22.7K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
840+ 4.77% |
$24K - $27.4K
|
18.5K
$1.08M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
824+ 7.64% |
$23.5K - $26.9K
|
11.6K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
793+ 12.74% |
$22.6K - $25.9K
|
7.02K
$412K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
779+ 5.08% |
$22.2K - $25.4K
|
16.1K
$946K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
769New |
$22K - $25.1K
|
769
$45.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
750New |
$21.4K - $24.5K
|
750
$44K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
722+ 0.5% |
$20.6K - $23.6K
|
144K
$8.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
720+ 9.93% |
$20.6K - $23.5K
|
7.97K
$468K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
713+ 2.97% |
$20.4K - $23.3K
|
24.7K
$1.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
709+ 5.47% |
$20.2K - $23.1K
|
13.7K
$802K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
701+ 23.37% |
$20K - $22.9K
|
3.7K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
691+ 1.16% |
$19.7K - $22.5K
|
60.2K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
669+ 2.07% |
$19.1K - $21.8K
|
32.9K
$1.93M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
669+ 2.07% |
$19.1K - $21.8K
|
32.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
666+ 1.55% |
$19K - $21.7K
|
43.7K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
654+ 2.01% |
$18.7K - $21.3K
|
33.2K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
620+ 2.14% |
$17.7K - $20.2K
|
29.5K
$1.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
605+ 15.52% |
$17.3K - $19.7K
|
4.5K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 0.97% |
$17.1K - $19.6K
|
62.4K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600+ 300.0% |
$17.1K - $19.6K
|
800
$47K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
599+ 4.92% |
$17.1K - $19.5K
|
12.8K
$750K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
575+ 2.06% |
$16.4K - $18.8K
|
28.5K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
573+ 176.85% |
$16.4K - $18.7K
|
897
$52.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
557+ 2.35% |
$15.9K - $18.2K
|
24.3K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
555+ 1.95% |
$15.9K - $18.1K
|
29.1K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
550+ 1145.83% |
$15.7K - $17.9K
|
598
$35.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
522+ 0.72% |
$14.9K - $17K
|
73.5K
$4.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
500New |
$14.3K - $16.3K
|
500
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 0.89% |
$14.3K - $16.3K
|
56.8K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487+ 40.45% |
$13.9K - $15.9K
|
1.69K
$99.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
476+ 0.31% |
$13.6K - $15.5K
|
153K
$9.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
468+ 3.64% |
$13.4K - $15.3K
|
13.3K
$782K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
458New |
$13.1K - $14.9K
|
458
$26.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
454+ 5044.44% |
$13K - $14.8K
|
463
$27.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
450+ 6.11% |
$12.9K - $14.7K
|
7.81K
$459K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
436+ 5.51% |
$12.5K - $14.2K
|
8.35K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
417+ 2.11% |
$11.9K - $13.6K
|
20.1K
$1.18M
|