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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.97K+ 12.84% |
$149K - $171K
|
34.9K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.88K+ 17.78% |
$146K - $167K
|
25.7K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.86K+ 2.02% |
$145K - $166K
|
195K
$11.1M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.85K+ 0.37% |
$145K - $166K
|
1.04M
$59.4M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.7K+ 23.66% |
$139K - $160K
|
19.3K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.68K+ 38.13% |
$138K - $159K
|
13.3K
$759K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.59KNew |
$135K - $155K
|
3.59K
$205K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.57K+ 22.2% |
$134K - $154K
|
19.6K
$1.12M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.48K+ 12.02% |
$131K - $150K
|
32.4K
$1.85M
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.4KNew |
$128K - $147K
|
3.4K
$194K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.38K+ 24.72% |
$127K - $146K
|
17K
$971K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
3.36K+ 35.36% |
$126K - $145K
|
12.9K
$733K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.35K+ 19.17% |
$126K - $144K
|
20.8K
$1.19M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.31K+ 5.65% |
$124K - $143K
|
61.9K
$3.53M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.3K+ 39.39% |
$124K - $142K
|
11.7K
$665K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.15K+ 16.41% |
$118K - $136K
|
22.4K
$1.27M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 4.28% |
$118K - $135K
|
76.6K
$4.36M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.12K+ 73.36% |
$117K - $135K
|
7.38K
$421K
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.1K+ 2.67% |
$116K - $133K
|
119K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
3.03K+ 19.08% |
$114K - $131K
|
18.9K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.97K+ 47.85% |
$112K - $128K
|
9.18K
$523K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.95KNew |
$111K - $127K
|
2.95K
$168K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.93KNew |
$110K - $126K
|
2.93K
$167K
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.92K+ 2.34% |
$110K - $126K
|
128K
$7.28M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.85K+ 7.6% |
$107K - $123K
|
40.3K
$2.3M
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.76K+ 0.65% |
$104K - $119K
|
430K
$24.5M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.72K+ 5.15% |
$102K - $117K
|
55.7K
$3.17M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.72K+ 37.75% |
$102K - $117K
|
9.93K
$566K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.63K+ 16.79% |
$98.8K - $113K
|
18.3K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.61K+ 2.82% |
$98K - $112K
|
95.2K
$5.43M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.6K+ 40.83% |
$97.6K - $112K
|
8.96K
$510K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.56K+ 24.97% |
$96K - $110K
|
12.8K
$729K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.55K+ 19.64% |
$95.8K - $110K
|
15.5K
$884K
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.49K+ 7.84% |
$93.4K - $107K
|
34.2K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.4K+ 7.34% |
$90K - $103K
|
35K
$1.99M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.35K+ 22.83% |
$88.1K - $101K
|
12.6K
$719K
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.31K+ 3.12% |
$86.8K - $99.5K
|
76.3K
$4.34M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 13.68% |
$86.3K - $99K
|
19.1K
$1.09M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.26K+ 29.67% |
$85K - $97.5K
|
9.89K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.26K+ 2.85% |
$84.7K - $97.2K
|
81.4K
$4.64M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.24K+ 4.09% |
$84K - $96.4K
|
56.9K
$3.24M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.23KNew |
$83.7K - $96K
|
2.23K
$127K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.22K+ 1.43% |
$83.3K - $95.6K
|
158K
$8.99M
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2.2K+ 1.19% |
$82.7K - $94.8K
|
187K
$10.6M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.19K+ 11.05% |
$82.3K - $94.4K
|
22K
$1.25M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 9.89% |
$81.9K - $93.9K
|
24.2K
$1.38M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.18K+ 4.03% |
$81.8K - $93.9K
|
56.2K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.14K+ 1756.56% |
$80.5K - $92.4K
|
2.27K
$129K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.13K+ 23.49% |
$79.9K - $91.7K
|
11.2K
$637K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.12K+ 1.15% |
$79.6K - $91.3K
|
186K
$10.6M
|