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 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-531- 0.14% |
$17.2K - $18.8K
|
385K
$21.1M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-538- 0.37% |
$17.4K - $19K
|
144K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-538- 0.37% |
$17.4K - $19K
|
144K
$7.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-548- 1.49% |
$17.7K - $19.4K
|
36.1K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-550- 91.97% |
$17.8K - $19.5K
|
48
$2.63K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-555- 2.19% |
$18K - $19.6K
|
24.8K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-557- 5.45% |
$18K - $19.7K
|
9.66K
$529K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-576- 8.24% |
$18.6K - $20.4K
|
6.42K
$352K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-597- 3.13% |
$19.3K - $21.1K
|
18.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-599- 8.36% |
$19.4K - $21.2K
|
6.56K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 75.0% |
$19.4K - $21.2K
|
200
$11K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-601- 4.12% |
$19.5K - $21.3K
|
14K
$767K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-617- 4.18% |
$20K - $21.8K
|
14.1K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-625- 1.95% |
$20.2K - $22.1K
|
31.5K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-629- 9.54% |
$20.4K - $22.3K
|
5.96K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-650- 7.38% |
$21K - $23K
|
8.16K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-652- 0.37% |
$21.1K - $23.1K
|
176K
$9.64M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-661- 0.79% |
$21.4K - $23.4K
|
82.7K
$4.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-662- 2.42% |
$21.4K - $23.4K
|
26.7K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-663- 4.51% |
$21.5K - $23.5K
|
14K
$770K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-670- 0.76% |
$21.7K - $23.7K
|
87.4K
$4.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-678- 4.05% |
$21.9K - $24K
|
16.1K
$881K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-685- 2.61% |
$22.2K - $24.2K
|
25.6K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-719- 4.01% |
$23.3K - $25.4K
|
17.2K
$945K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-722- 3.94% |
$23.4K - $25.5K
|
17.6K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-724- 1.23% |
$23.4K - $25.6K
|
58.1K
$3.19M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-728- 5.9% |
$23.6K - $25.8K
|
11.6K
$637K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-728- 4.47% |
$23.6K - $25.8K
|
15.6K
$853K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-761- 1.68% |
$24.6K - $26.9K
|
44.5K
$2.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-764- 0.81% |
$24.7K - $27K
|
94.1K
$5.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-767- 9.95% |
$24.8K - $27.1K
|
6.94K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-769- 4.7% |
$24.9K - $27.2K
|
15.6K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-770- 9.57% |
$24.9K - $27.2K
|
7.28K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-770- 9.57% |
$24.9K - $27.2K
|
7.28K
$399K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-787- 0.96% |
$25.5K - $27.8K
|
80.9K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-792- 3.21% |
$25.6K - $28K
|
23.9K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-796- 0.94% |
$25.8K - $28.2K
|
84.1K
$4.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-817- 1.55% |
$26.4K - $28.9K
|
52K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-829- 1.93% |
$26.8K - $29.3K
|
42K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-832- 8.64% |
$26.9K - $29.4K
|
8.8K
$482K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-850- 8.31% |
$27.5K - $30.1K
|
9.37K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-850- 5.41% |
$27.5K - $30.1K
|
14.9K
$815K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-860- 2.41% |
$27.8K - $30.4K
|
34.8K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-861- 6.2% |
$27.9K - $30.5K
|
13K
$714K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-875- 2.42% |
$28.3K - $31K
|
35.3K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-896- 41.42% |
$29K - $31.7K
|
1.27K
$69.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-909- 2.86% |
$29.4K - $32.2K
|
30.9K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-924- 2.12% |
$29.9K - $32.7K
|
42.7K
$2.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-928- 2.12% |
$30K - $32.8K
|
42.8K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-933- 9.51% |
$30.2K - $33K
|
8.88K
$487K
|