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 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.53KNew |
$208K - $238K
|
5.53K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.5K+ 11.96% |
$207K - $237K
|
51.5K
$2.93M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.47K+ 162.01% |
$205K - $236K
|
8.84K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.45K+ 42.81% |
$205K - $235K
|
18.2K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 14.38% |
$205K - $235K
|
43.3K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.44K+ 41.28% |
$205K - $235K
|
18.6K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
5.42KNew |
$204K - $234K
|
5.42K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.39K+ 0.22% |
$203K - $232K
|
2.4M
$137M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.37K+ 75.98% |
$202K - $231K
|
12.4K
$708K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
5.36KNew |
$201K - $231K
|
5.36K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.28KNew |
$198K - $228K
|
5.28K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.23K+ 54.2% |
$197K - $226K
|
14.9K
$848K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.22KNew |
$196K - $225K
|
5.22K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
5.21K+ 9.92% |
$196K - $225K
|
57.7K
$3.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.2KNew |
$195K - $224K
|
5.2K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.19KNew |
$195K - $224K
|
5.19K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.19K+ 16.1% |
$195K - $224K
|
37.4K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.15KNew |
$194K - $222K
|
5.15K
$294K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.11KNew |
$192K - $220K
|
5.11K
$291K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.11KNew |
$192K - $220K
|
5.11K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.08KNew |
$191K - $219K
|
5.08K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.06K+ 76.77% |
$190K - $218K
|
11.7K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.01KNew |
$188K - $216K
|
5.01K
$285K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$188K - $216K
|
5K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
5KNew |
$188K - $216K
|
5K
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5KNew |
$188K - $215K
|
5K
$285K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$185K - $213K
|
4.93K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.9KNew |
$184K - $211K
|
4.9K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.89KNew |
$184K - $211K
|
4.89K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.89K+ 25.31% |
$184K - $211K
|
24.2K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.88KNew |
$183K - $210K
|
4.88K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
4.87KNew |
$183K - $210K
|
4.87K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.86KNew |
$183K - $210K
|
4.86K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.84KNew |
$182K - $209K
|
4.84K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.82K+ 40.27% |
$181K - $208K
|
16.8K
$956K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.8KNew |
$180K - $207K
|
4.8K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.77KNew |
$179K - $205K
|
4.77K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.75KNew |
$179K - $205K
|
4.75K
$271K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.74KNew |
$178K - $204K
|
4.74K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.72KNew |
$177K - $203K
|
4.72K
$269K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.72KNew |
$177K - $203K
|
4.72K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.62K+ 2.04% |
$173K - $199K
|
231K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.57KNew |
$172K - $197K
|
4.57K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.33K+ 14.75% |
$163K - $187K
|
33.7K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.32K+ 5.3% |
$162K - $186K
|
85.8K
$4.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 2.17% |
$158K - $181K
|
198K
$11.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.13K+ 1.18% |
$155K - $178K
|
353K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.08KNew |
$153K - $176K
|
4.08K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4K+ 74.77% |
$150K - $172K
|
9.35K
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.98K+ 4.34% |
$150K - $172K
|
95.7K
$5.45M
|