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 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
182+ 0.78% |
$6.84K - $7.85K
|
23.5K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
182+ 1.82% |
$6.84K - $7.85K
|
10.2K
$597K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
171+ 2.85% |
$6.43K - $7.37K
|
6.17K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
167+ 1.47% |
$6.28K - $7.2K
|
11.5K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
167+ 0.44% |
$6.28K - $7.2K
|
38.2K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166+ 1.96% |
$6.24K - $7.16K
|
8.63K
$505K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
156+ 2.9% |
$5.86K - $6.73K
|
5.53K
$324K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
153+ 1.42% |
$5.75K - $6.6K
|
10.9K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
151+ 7.1% |
$5.67K - $6.51K
|
2.28K
$133K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
148+ 0.71% |
$5.56K - $6.38K
|
21.1K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
142+ 184.42% |
$5.34K - $6.12K
|
219
$12.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
137+ 9.8% |
$5.15K - $5.91K
|
1.54K
$89.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
130New |
$4.89K - $5.6K
|
130
$7.61K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 2.6% |
$4.7K - $5.39K
|
4.94K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
124+ 1.43% |
$4.66K - $5.35K
|
8.79K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
121+ 25.42% |
$4.55K - $5.22K
|
597
$34.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
115+ 47.13% |
$4.32K - $4.96K
|
359
$21K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
113+ 0.23% |
$4.25K - $4.87K
|
49K
$2.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
111+ 1.85% |
$4.17K - $4.79K
|
6.1K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
110+ 0.66% |
$4.13K - $4.74K
|
16.9K
$987K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
107+ 1.85% |
$4.02K - $4.61K
|
5.89K
$345K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.55% |
$3.95K - $4.53K
|
19.3K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
104+ 1.09% |
$3.91K - $4.48K
|
9.63K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104+ 3.07% |
$3.91K - $4.48K
|
3.49K
$204K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 4.21% |
$3.76K - $4.31K
|
2.48K
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100+ 105.26% |
$3.76K - $4.31K
|
195
$11.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
92+ 0.99% |
$3.46K - $3.97K
|
9.39K
$549K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
90+ 0.3% |
$3.38K - $3.88K
|
30K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
89New |
$3.34K - $3.84K
|
89
$5.21K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
88+ 1.42% |
$3.31K - $3.79K
|
6.27K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
86New |
$3.23K - $3.71K
|
86
$5.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
82+ 0.44% |
$3.08K - $3.54K
|
18.7K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
79+ 7.05% |
$2.97K - $3.41K
|
1.2K
$70.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 0.57% |
$2.89K - $3.32K
|
13.6K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
76+ 1.15% |
$2.86K - $3.28K
|
6.7K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
75+ 0.87% |
$2.82K - $3.23K
|
8.7K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
73+ 0.89% |
$2.74K - $3.15K
|
8.32K
$487K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73New |
$2.74K - $3.15K
|
73
$4.27K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
71+ 0.21% |
$2.67K - $3.06K
|
34.6K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
71+ 0.65% |
$2.67K - $3.06K
|
11K
$644K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
68+ 0.1% |
$2.56K - $2.93K
|
66.3K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
67+ 0.06% |
$2.52K - $2.89K
|
115K
$6.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
64New |
$2.41K - $2.76K
|
64
$3.75K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 15.64% |
$2.29K - $2.63K
|
451
$26.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
61+ 0.37% |
$2.29K - $2.63K
|
16.4K
$958K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 1.13% |
$2.29K - $2.63K
|
5.48K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
61+ 0.97% |
$2.29K - $2.63K
|
6.34K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
59+ 0.38% |
$2.22K - $2.54K
|
15.5K
$905K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
58+ 1.12% |
$2.18K - $2.5K
|
5.25K
$307K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
58+ 2.77% |
$2.18K - $2.5K
|
2.15K
$126K
|