Purchases and Sales Made in Q2 2024 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q2 2024. 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 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
452+ 0.69% |
$17K - $19.5K
|
66K
$3.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
448+ 141.32% |
$16.8K - $19.3K
|
765
$44.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
437+ 0.27% |
$16.4K - $18.8K
|
160K
$9.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
421+ 1.96% |
$15.8K - $18.1K
|
21.9K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
413New |
$15.5K - $17.8K
|
413
$24K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
407+ 4.29% |
$15.3K - $17.5K
|
9.9K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
402+ 6.77% |
$15.1K - $17.3K
|
6.34K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
399+ 2.75% |
$15K - $17.2K
|
14.9K
$868K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
394+ 0.32% |
$14.8K - $17K
|
125K
$7.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
393+ 0.21% |
$14.8K - $16.9K
|
189K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
390+ 325.0% |
$14.7K - $16.8K
|
510
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
388+ 2.21% |
$14.6K - $16.7K
|
18K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
380+ 3.6% |
$14.3K - $16.4K
|
10.9K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
371+ 0.8% |
$13.9K - $16K
|
46.7K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
368+ 2.78% |
$13.8K - $15.9K
|
13.6K
$791K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
365+ 0.8% |
$13.7K - $15.7K
|
46.3K
$2.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
353+ 0.98% |
$13.3K - $15.2K
|
36.6K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
345+ 0.13% |
$13K - $14.9K
|
269K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
340+ 3.39% |
$12.8K - $14.7K
|
10.4K
$603K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
335+ 1.33% |
$12.6K - $14.4K
|
25.5K
$1.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
311+ 1.86% |
$11.7K - $13.4K
|
17.1K
$992K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
311+ 0.78% |
$11.7K - $13.4K
|
40.4K
$2.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
308+ 0.14% |
$11.6K - $13.3K
|
218K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
294+ 18.05% |
$11K - $12.7K
|
1.92K
$112K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
292+ 1.13% |
$11K - $12.6K
|
26.2K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
291+ 1039.29% |
$10.9K - $12.5K
|
319
$18.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
279New |
$10.5K - $12K
|
279
$16.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
261+ 1.23% |
$9.81K - $11.3K
|
21.5K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
260+ 0.84% |
$9.77K - $11.2K
|
31.2K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 2.84% |
$9.66K - $11.1K
|
9.3K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
255+ 2.37% |
$9.58K - $11K
|
11K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
249+ 4.5% |
$9.36K - $10.7K
|
5.79K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
241+ 2.71% |
$9.06K - $10.4K
|
9.13K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
237+ 0.29% |
$8.91K - $10.2K
|
82.7K
$4.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
232New |
$8.72K - $10K
|
232
$13.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
228+ 2.79% |
$8.57K - $9.83K
|
8.4K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
221+ 0.88% |
$8.31K - $9.53K
|
25.3K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
220+ 16.57% |
$8.27K - $9.48K
|
1.55K
$90K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
220New |
$8.27K - $9.48K
|
220
$12.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
219+ 1.03% |
$8.23K - $9.44K
|
21.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
216+ 0.06% |
$8.12K - $9.31K
|
379K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
215+ 1.8% |
$8.08K - $9.27K
|
12.2K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
214+ 2.84% |
$8.04K - $9.23K
|
7.74K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
209New |
$7.85K - $9.01K
|
209
$12.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
208New |
$7.82K - $8.97K
|
208
$12.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
206+ 40.39% |
$7.74K - $8.88K
|
716
$41.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 0.45% |
$7.52K - $8.62K
|
45.1K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 73.8% |
$7.52K - $8.62K
|
471
$27.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
195+ 0.72% |
$7.33K - $8.41K
|
27.4K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
183+ 0.47% |
$6.88K - $7.89K
|
38.8K
$2.25M
|