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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24- 0.28% |
$777 - $849
|
8.55K
$468K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.11% |
$809 - $885
|
21.8K
$1.2M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25Closed |
$809 - $885
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 2.76% |
$809 - $885
|
882
$48.4K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28- 0.19% |
$906 - $991
|
15.1K
$826K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 3.84% |
$971 - $1.06K
|
751
$41.2K
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-30- 0.15% |
$971 - $1.06K
|
20.4K
$1.12M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 96.97% |
$1.04K - $1.13K
|
1
$54.8
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.09% |
$1.07K - $1.17K
|
38.4K
$2.1M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-36- 0.46% |
$1.17K - $1.27K
|
7.78K
$426K
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-38- 2.25% |
$1.23K - $1.34K
|
1.65K
$90.3K
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-42- 0.68% |
$1.36K - $1.49K
|
6.13K
$336K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 0.3% |
$1.36K - $1.49K
|
13.8K
$757K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-45- 2.26% |
$1.46K - $1.59K
|
1.94K
$106K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-54- 0.82% |
$1.75K - $1.91K
|
6.55K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 1.99% |
$1.88K - $2.05K
|
2.86K
$157K
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-61- 0.08% |
$1.97K - $2.16K
|
77.5K
$4.25M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-64- 0.78% |
$2.07K - $2.26K
|
8.12K
$445K
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-80- 0.39% |
$2.59K - $2.83K
|
20.2K
$1.11M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-80- 0.39% |
$2.59K - $2.83K
|
20.2K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-82- 0.52% |
$2.65K - $2.9K
|
15.7K
$860K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-90- 0.55% |
$2.91K - $3.18K
|
16.4K
$900K
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-90- 0.1% |
$2.91K - $3.18K
|
91.5K
$5.01M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-100- 0.95% |
$3.24K - $3.54K
|
10.4K
$570K
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-102- 0.24% |
$3.3K - $3.61K
|
42.5K
$2.33M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-119- 1.26% |
$3.85K - $4.21K
|
9.33K
$511K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-132- 3.49% |
$4.27K - $4.67K
|
3.65K
$200K
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-133- 0.51% |
$4.31K - $4.71K
|
25.8K
$1.41M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-137- 21.51% |
$4.43K - $4.85K
|
500
$27.4K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-140- 0.21% |
$4.53K - $4.95K
|
65.9K
$3.61M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-148- 1.83% |
$4.79K - $5.24K
|
7.93K
$435K
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-150- 0.1% |
$4.86K - $5.31K
|
145K
$7.95M
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-150- 0.84% |
$4.86K - $5.31K
|
17.6K
$965K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-157- 23.9% |
$5.08K - $5.55K
|
500
$27.4K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 1.13% |
$5.08K - $5.55K
|
13.7K
$753K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-160- 26.76% |
$5.18K - $5.66K
|
438
$24K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-162- 1.0% |
$5.24K - $5.73K
|
16.1K
$883K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-174- 1.98% |
$5.63K - $6.16K
|
8.62K
$472K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-178- 50.14% |
$5.76K - $6.3K
|
177
$9.7K
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-180- 1.15% |
$5.83K - $6.37K
|
15.4K
$845K
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-181- 2.14% |
$5.86K - $6.4K
|
8.29K
$455K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-182- 30.03% |
$5.89K - $6.44K
|
424
$23.2K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-190- 0.69% |
$6.15K - $6.72K
|
27.5K
$1.51M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-202- 0.56% |
$6.54K - $7.15K
|
36.1K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-207- 1.86% |
$6.7K - $7.32K
|
10.9K
$600K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-217- 10.4% |
$7.02K - $7.68K
|
1.87K
$102K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-226- 19.25% |
$7.32K - $8K
|
948
$52K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-234- 6.79% |
$7.57K - $8.28K
|
3.21K
$176K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-236- 1.13% |
$7.64K - $8.35K
|
20.7K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-239- 1.64% |
$7.74K - $8.46K
|
14.4K
$788K
|