Purchases and Sales Made in Q3 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
28New |
$906 - $991
|
28
$1.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25+ 0.4% |
$809 - $885
|
6.29K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.9% |
$712 - $778
|
2.47K
$143K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 2.81% |
$680 - $743
|
768
$44.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 1.32% |
$680 - $743
|
1.61K
$93.4K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 8.1% |
$647 - $708
|
267
$15.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 17.43% |
$615 - $672
|
128
$7.44K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16+ 0.23% |
$518 - $566
|
6.93K
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14+ 11.97% |
$453 - $495
|
131
$7.61K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 7.0% |
$453 - $495
|
214
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$421 - $460
|
13
$755
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13+ 0.18% |
$421 - $460
|
7.39K
$430K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13+ 0.18% |
$421 - $460
|
7.39K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$421 - $460
|
23.1K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12+ 0.13% |
$388 - $425
|
9.04K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.38% |
$356 - $389
|
474
$27.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$356 - $389
|
11
$639
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 1.63% |
$324 - $354
|
623
$36.2K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 1.63% |
$324 - $354
|
623
$36.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.06% |
$259 - $283
|
13.9K
$807K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
8+ 0.08% |
$259 - $283
|
9.59K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 2.9% |
$259 - $283
|
284
$16.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.04% |
$259 - $283
|
19.2K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
8+ 0.09% |
$259 - $283
|
8.84K
$514K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7+ 0.04% |
$227 - $248
|
16.8K
$974K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 1.26% |
$227 - $248
|
564
$32.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.04% |
$162 - $177
|
12K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
5+ 0.07% |
$162 - $177
|
6.79K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$129 - $142
|
6.98K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
4+ 0.02% |
$129 - $142
|
18K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.24% |
$129 - $142
|
1.7K
$98.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.01% |
$129 - $142
|
27.3K
$1.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 5.19% |
$129 - $142
|
81
$4.71K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.38% |
$97.1 - $106
|
221
$12.8K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.98% |
$64.7 - $70.8
|
103
$5.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 12.5% |
$32.4 - $35.4
|
9
$523
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.88% |
$32.4 - $35.4
|
115
$6.68K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.21% |
$32.4 - $35.4
|
474
$27.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.45% |
$32.4 - $35.4
|
221
$12.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$32.4 - $35.4
|
6.2K
$360K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.16% |
$97.1 - $106
|
1.83K
$107K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3- 0.03% |
$97.1 - $106
|
9.77K
$568K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.09% |
$194 - $212
|
6.61K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 3.4% |
$291 - $318
|
256
$14.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 0.92% |
$356 - $389
|
1.19K
$68.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-11- 6.32% |
$356 - $389
|
163
$9.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 0.04% |
$356 - $389
|
29.9K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11- 2.03% |
$356 - $389
|
530
$30.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 1.33% |
$388 - $425
|
891
$51.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 0.02% |
$486 - $531
|
67.8K
$3.94M
|