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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.61K+ 5.69% |
$324K - $371K
|
160K
$9.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.55K+ 226.34% |
$321K - $369K
|
12.3K
$717K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.55KNew |
$321K - $369K
|
8.55K
$497K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.54K+ 1.61% |
$321K - $368K
|
540K
$31.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
8.48KNew |
$318K - $365K
|
8.48K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.2KNew |
$308K - $353K
|
8.2K
$477K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.1K+ 16.12% |
$304K - $349K
|
58.3K
$3.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8K+ 138.78% |
$301K - $345K
|
13.8K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.92K+ 69.82% |
$298K - $341K
|
19.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.77K+ 1.08% |
$292K - $335K
|
727K
$42.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.76KNew |
$292K - $335K
|
7.76K
$451K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.65KNew |
$287K - $330K
|
7.65K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7.6K+ 38.77% |
$286K - $328K
|
27.2K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
7.57K+ 5.26% |
$284K - $326K
|
151K
$8.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.54K+ 36.68% |
$283K - $325K
|
28.1K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.38KNew |
$277K - $318K
|
7.38K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.37K+ 11.73% |
$277K - $318K
|
70.2K
$4.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.05K+ 26.52% |
$265K - $304K
|
33.6K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7KNew |
$263K - $302K
|
7K
$407K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$259K - $297K
|
6.9K
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
6.6KNew |
$248K - $285K
|
6.6K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
6.51K+ 33.43% |
$244K - $280K
|
26K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.41K+ 5.88% |
$241K - $276K
|
115K
$6.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.39KNew |
$240K - $275K
|
6.39K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
6.22KNew |
$234K - $268K
|
6.22K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.2KNew |
$233K - $267K
|
6.2K
$360K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.17KNew |
$232K - $266K
|
6.17K
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.14KNew |
$231K - $265K
|
6.14K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.13KNew |
$230K - $264K
|
6.13K
$357K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.09KNew |
$229K - $263K
|
6.09K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.09KNew |
$229K - $262K
|
6.09K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.99K+ 272.41% |
$225K - $258K
|
8.19K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
5.9KNew |
$222K - $254K
|
5.9K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.84K+ 18.71% |
$220K - $252K
|
37.1K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.8KNew |
$218K - $250K
|
5.8K
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
5.8KNew |
$218K - $250K
|
5.8K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.78K+ 11.17% |
$217K - $249K
|
57.5K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.72K+ 78.66% |
$215K - $247K
|
13K
$755K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.69KNew |
$214K - $245K
|
5.69K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.67K+ 4.63% |
$213K - $245K
|
128K
$7.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.63K+ 210.08% |
$212K - $243K
|
8.31K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
5.59K+ 9.39% |
$210K - $241K
|
65.1K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.56K+ 18.74% |
$209K - $240K
|
35.2K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.55KNew |
$209K - $239K
|
5.55K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.54K+ 11.92% |
$208K - $239K
|
52K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.54KNew |
$208K - $239K
|
5.54K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.53KNew |
$208K - $238K
|
5.53K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.5K+ 11.96% |
$207K - $237K
|
51.5K
$2.99M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.47K+ 162.01% |
$205K - $236K
|
8.84K
$514K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.45K+ 42.81% |
$205K - $235K
|
18.2K
$1.06M
|