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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.35KNew |
$182K - $210K
|
3.35K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.34KNew |
$181K - $210K
|
3.34K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.34K+ 71.72% |
$181K - $210K
|
7.99K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
3.33K+ 1.18% |
$181K - $210K
|
287K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.31K+ 17.42% |
$180K - $208K
|
22.3K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.3KNew |
$179K - $208K
|
3.3K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$179K - $207K
|
3.3K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.29KNew |
$179K - $207K
|
3.29K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
3.29KNew |
$179K - $207K
|
3.29K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.28K+ 1.06% |
$178K - $206K
|
312K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.27KNew |
$177K - $205K
|
3.27K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.26K+ 8.71% |
$177K - $205K
|
40.7K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.25KNew |
$177K - $205K
|
3.25K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.25KNew |
$177K - $204K
|
3.25K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$176K - $204K
|
3.24K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.23KNew |
$175K - $203K
|
3.23K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.22KNew |
$175K - $203K
|
3.22K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.21KNew |
$174K - $202K
|
3.21K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.21KNew |
$174K - $202K
|
3.21K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Kore Advisors LP
Boynton Beach, FL |
BUY
|
- |
3.19KNew |
$173K - $200K
|
3.19K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
3.15K+ 37.17% |
$171K - $198K
|
11.6K
$737K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.14KNew |
$171K - $197K
|
3.14K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.13K+ 0.15% |
$170K - $197K
|
2.04M
$129M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.1K+ 4.03% |
$168K - $195K
|
80K
$5.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.07K+ 7.35% |
$167K - $193K
|
44.8K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.03K+ 7.24% |
$165K - $190K
|
44.9K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
2.99K+ 75.85% |
$162K - $188K
|
6.93K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.96K+ 25.59% |
$161K - $186K
|
14.5K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.96K+ 4.44% |
$161K - $186K
|
69.6K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.91K+ 2.32% |
$158K - $183K
|
128K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.9K+ 5.75% |
$158K - $183K
|
53.4K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.79K+ 4.09% |
$152K - $176K
|
71K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.77K+ 14.31% |
$150K - $174K
|
22.1K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.75K+ 54.28% |
$150K - $173K
|
7.83K
$496K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.75K+ 1553.11% |
$149K - $173K
|
2.93K
$185K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.75K+ 0.19% |
$149K - $173K
|
1.42M
$89.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.73K+ 81.53% |
$148K - $172K
|
6.08K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.73K+ 358.61% |
$148K - $172K
|
3.49K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.69K+ 1.5% |
$146K - $169K
|
183K
$11.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
2.65K+ 67.07% |
$144K - $167K
|
6.6K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 47.6% |
$144K - $166K
|
8.2K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.63K+ 15.34% |
$143K - $165K
|
19.8K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.62K+ 15.81% |
$142K - $165K
|
19.2K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.6K+ 6.98% |
$141K - $164K
|
39.9K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.59K+ 19.93% |
$141K - $163K
|
15.6K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.59K+ 8.22% |
$141K - $163K
|
34.1K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.54K+ 10.22% |
$138K - $159K
|
27.3K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.53K+ 5.09% |
$137K - $159K
|
52.2K
$3.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.46K+ 1.34% |
$134K - $155K
|
187K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
2.46K+ 0.61% |
$134K - $155K
|
405K
$25.7M
|