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
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
56+ 1.27% |
$2.1K - $2.41K
|
4.45K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
56+ 151.35% |
$2.1K - $2.41K
|
93
$5.41K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
53+ 23.45% |
$1.99K - $2.28K
|
279
$16.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
52+ 0.52% |
$1.95K - $2.24K
|
10K
$582K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 40.0% |
$1.88K - $2.16K
|
175
$10.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
50+ 0.58% |
$1.88K - $2.16K
|
8.68K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
50+ 0.03% |
$1.88K - $2.16K
|
144K
$8.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.73% |
$1.8K - $2.07K
|
6.65K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
48+ 0.02% |
$1.8K - $2.07K
|
199K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
43+ 33.59% |
$1.62K - $1.85K
|
171
$9.94K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
42+ 0.32% |
$1.58K - $1.81K
|
13.3K
$773K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40+ 1.09% |
$1.5K - $1.72K
|
3.7K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 5.08% |
$1.47K - $1.68K
|
807
$46.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
36+ 0.1% |
$1.35K - $1.55K
|
34.9K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
36+ 0.11% |
$1.35K - $1.55K
|
33K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 0.63% |
$1.16K - $1.34K
|
4.98K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28+ 0.08% |
$1.05K - $1.21K
|
36.7K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 108.0% |
$1.01K - $1.16K
|
52
$3.02K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26+ 0.29% |
$977 - $1.12K
|
8.85K
$515K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
23+ 0.31% |
$864 - $992
|
7.36K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 62.16% |
$864 - $992
|
60
$3.49K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
21+ 0.36% |
$789 - $905
|
5.91K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.55% |
$789 - $905
|
3.82K
$222K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.53% |
$752 - $862
|
1.33K
$77.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
18+ 0.26% |
$676 - $776
|
7.04K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
18+ 0.08% |
$676 - $776
|
21.8K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18+ 0.15% |
$676 - $776
|
11.7K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 45.0% |
$676 - $776
|
58
$3.37K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
17New |
$639 - $733
|
17
$988
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
16+ 0.11% |
$601 - $690
|
14.2K
$825K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
15+ 0.16% |
$564 - $647
|
9.67K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 8.62% |
$564 - $647
|
189
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15New |
$564 - $647
|
15
$872
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
14New |
$526 - $604
|
14
$814
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
12+ 0.15% |
$451 - $517
|
7.91K
$460K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12+ 0.13% |
$451 - $517
|
8.98K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11+ 0.11% |
$413 - $474
|
10K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 5.91% |
$413 - $474
|
197
$11.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10+ 0.68% |
$376 - $431
|
1.48K
$85.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 2.72% |
$376 - $431
|
377
$21.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.14% |
$338 - $388
|
799
$46.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.07% |
$301 - $345
|
11.2K
$651K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.0% |
$263 - $302
|
709
$41.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 1.28% |
$263 - $302
|
556
$32.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.05% |
$225 - $259
|
12.4K
$720K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 1.04% |
$225 - $259
|
585
$34K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 26.32% |
$188 - $216
|
24
$1.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
4+ 0.02% |
$150 - $172
|
16.6K
$963K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.05% |
$150 - $172
|
8.08K
$470K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$150 - $172
|
6.99K
$407K
|