Purchases and Sales Made in Q2 2025 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q2 2025. 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 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
52+ 0.56% |
$2.83K - $3.27K
|
9.4K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
50+ 1.24% |
$2.72K - $3.14K
|
4.09K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
50+ 0.63% |
$2.72K - $3.14K
|
7.93K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.67% |
$2.66K - $3.08K
|
7.36K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
49+ 9.33% |
$2.66K - $3.08K
|
574
$36.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
48+ 0.36% |
$2.61K - $3.02K
|
13.5K
$856K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
48New |
$2.61K - $3.02K
|
48
$3.04K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
47+ 0.92% |
$2.55K - $2.95K
|
5.17K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
46+ 1.3% |
$2.5K - $2.89K
|
3.57K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 21.03% |
$2.44K - $2.83K
|
259
$16.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43New |
$2.34K - $2.7K
|
43
$2.72K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
42+ 0.78% |
$2.28K - $2.64K
|
5.44K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
42+ 6.8% |
$2.28K - $2.64K
|
660
$41.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41+ 3.05% |
$2.23K - $2.58K
|
1.39K
$87.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
41+ 1.13% |
$2.23K - $2.58K
|
3.66K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 0.96% |
$2.12K - $2.45K
|
4.08K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
39+ 0.38% |
$2.12K - $2.45K
|
10.2K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
39+ 1.01% |
$2.12K - $2.45K
|
3.92K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 30.4% |
$2.06K - $2.39K
|
163
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36+ 17.22% |
$1.96K - $2.26K
|
245
$15.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35+ 0.83% |
$1.9K - $2.2K
|
4.23K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
35New |
$1.9K - $2.2K
|
35
$2.22K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
34+ 12.27% |
$1.85K - $2.14K
|
311
$19.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 0.51% |
$1.85K - $2.14K
|
6.64K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34+ 0.85% |
$1.85K - $2.14K
|
4.03K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33New |
$1.79K - $2.07K
|
33
$2.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 0.78% |
$1.74K - $2.01K
|
4.12K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
31+ 0.03% |
$1.68K - $1.95K
|
94.1K
$5.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
27New |
$1.47K - $1.7K
|
27
$1.71K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27+ 0.22% |
$1.47K - $1.7K
|
12.5K
$793K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
25+ 0.69% |
$1.36K - $1.57K
|
3.67K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25+ 0.47% |
$1.36K - $1.57K
|
5.32K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 67.65% |
$1.25K - $1.45K
|
57
$3.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 23.96% |
$1.25K - $1.45K
|
119
$7.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 3.01% |
$1.2K - $1.38K
|
753
$47.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 11.28% |
$1.2K - $1.38K
|
217
$13.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
22+ 0.2% |
$1.2K - $1.38K
|
11.2K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.44% |
$1.09K - $1.26K
|
4.59K
$291K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$1.09K - $1.26K
|
20
$1.27K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
18+ 128.57% |
$978 - $1.13K
|
32
$2.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18+ 0.16% |
$978 - $1.13K
|
11K
$697K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17+ 0.13% |
$924 - $1.07K
|
13.1K
$832K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
17+ 0.48% |
$924 - $1.07K
|
3.57K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16New |
$869 - $1.01K
|
16
$1.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 3.97% |
$815 - $943
|
393
$24.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11+ 0.15% |
$598 - $692
|
7.19K
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11+ 0.18% |
$598 - $692
|
6.28K
$398K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11New |
$598 - $692
|
11
$697
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11+ 29.73% |
$598 - $692
|
48
$3.04K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 2.82% |
$543 - $629
|
365
$23.1K
|