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 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-957- 0.77% |
$31K - $33.9K
|
123K
$6.72M
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-958- 11.95% |
$31K - $33.9K
|
7.06K
$387K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-962- 10.24% |
$31.1K - $34K
|
8.43K
$462K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-965- 5.61% |
$31.2K - $34.1K
|
16.2K
$890K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-982- 0.05% |
$31.8K - $34.7K
|
1.98M
$108M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.01K- 10.67% |
$32.5K - $35.6K
|
8.41K
$461K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 14.32% |
$34K - $37.1K
|
6.28K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.07K- 8.56% |
$34.6K - $37.8K
|
11.4K
$625K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.08K- 13.66% |
$34.9K - $38.1K
|
6.81K
$373K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.08K- 1.1% |
$35K - $38.2K
|
97.4K
$5.34M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.1K- 8.59% |
$35.5K - $38.8K
|
11.7K
$640K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 0.48% |
$36.2K - $39.6K
|
230K
$12.6M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.17K- 9.73% |
$37.9K - $41.4K
|
10.9K
$596K
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.19K- 0.77% |
$38.5K - $42.1K
|
153K
$8.4M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.22K- 1.46% |
$39.6K - $43.2K
|
82.3K
$4.51M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.23K- 5.29% |
$39.7K - $43.3K
|
21.9K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.23K- 1.31% |
$39.8K - $43.6K
|
92.5K
$5.07M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.23K- 3.44% |
$39.9K - $43.6K
|
34.6K
$1.9M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.24K- 1.67% |
$40.3K - $44K
|
73.3K
$4.02M
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.25K- 8.76% |
$40.4K - $44.1K
|
13K
$712K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.25K- 5.27% |
$40.5K - $44.3K
|
22.5K
$1.23M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.26K- 1.99% |
$40.8K - $44.6K
|
62.1K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-1.45K- 9.78% |
$47K - $51.3K
|
13.4K
$734K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.47K- 17.07% |
$47.7K - $52.2K
|
7.16K
$392K
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.48K- 2.12% |
$47.7K - $52.2K
|
68K
$3.73M
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 0.45% |
$48.6K - $53.1K
|
333K
$18.3M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 6.99% |
$49.4K - $54K
|
20.3K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.54K- 6.68% |
$49.9K - $54.6K
|
21.5K
$1.18M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.55K- 7.67% |
$50K - $54.7K
|
18.6K
$1.02M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.55K- 9.34% |
$50.2K - $54.9K
|
15.1K
$826K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.59K- 11.17% |
$51.3K - $56.1K
|
12.6K
$692K
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.62K- 1.59% |
$52.5K - $57.4K
|
100K
$5.5M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 1.08% |
$53.3K - $58.3K
|
152K
$8.31M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.65K- 1.26% |
$53.3K - $58.3K
|
129K
$7.09M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.67K- 2.05% |
$54.2K - $59.2K
|
80K
$4.39M
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.67K- 2.43% |
$54.2K - $59.2K
|
67.1K
$3.68M
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.69K- 4.57% |
$54.5K - $59.6K
|
35.2K
$1.93M
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.69K- 0.51% |
$54.6K - $59.7K
|
330K
$18.1M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.7K- 11.53% |
$54.9K - $60K
|
13K
$714K
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.7K- 0.56% |
$55K - $60.1K
|
303K
$16.6M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 16.13% |
$55.5K - $60.7K
|
8.92K
$489K
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.73K- 0.93% |
$56K - $61.2K
|
183K
$10.1M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.78K- 0.94% |
$57.7K - $63.1K
|
188K
$10.3M
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.8K- 20.51% |
$58.3K - $63.7K
|
6.98K
$382K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.82K- 0.66% |
$58.9K - $64.4K
|
275K
$15.1M
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-1.86K- 0.06% |
$60.3K - $65.9K
|
3.13M
$171M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.91K- 12.55% |
$61.9K - $67.6K
|
13.3K
$730K
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.93K- 6.94% |
$62.6K - $68.4K
|
25.9K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.94K- 8.5% |
$62.9K - $68.8K
|
20.9K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2K- 9.5% |
$64.6K - $70.6K
|
19K
$1.04M
|