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 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11.6KNew |
$374K - $409K
|
11.6K
$633K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
11.4KNew |
$370K - $405K
|
11.4K
$627K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.2K+ 22.62% |
$364K - $398K
|
60.9K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
11.2K+ 79.43% |
$363K - $396K
|
25.3K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
11K+ 0.97% |
$356K - $389K
|
1.14M
$62.6M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.9KNew |
$354K - $387K
|
10.9K
$599K
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.9KNew |
$354K - $387K
|
10.9K
$599K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 18.18% |
$340K - $372K
|
68.3K
$3.75M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10.4K+ 2.52% |
$336K - $367K
|
421K
$23.1M
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10.4K+ 2.52% |
$336K - $367K
|
421K
$23.1M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.4K+ 28.58% |
$335K - $367K
|
46.6K
$2.56M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 1.68% |
$335K - $366K
|
628K
$34.4M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.3K+ 5.04% |
$333K - $364K
|
215K
$11.8M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.1K+ 37.34% |
$328K - $359K
|
37.3K
$2.04M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.1K+ 6.96% |
$327K - $357K
|
155K
$8.51M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
10KNew |
$324K - $354K
|
10K
$548K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.96K+ 16.86% |
$322K - $352K
|
69.1K
$3.79M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.91KNew |
$321K - $351K
|
9.91K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.63K+ 0.66% |
$312K - $341K
|
1.47M
$80.4M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.59KNew |
$310K - $339K
|
9.59K
$526K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.53KNew |
$308K - $337K
|
9.53K
$522K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.48K+ 12.73% |
$307K - $335K
|
84K
$4.6M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.38KNew |
$303K - $332K
|
9.38K
$514K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.33K+ 9.87% |
$302K - $330K
|
104K
$5.69M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.09K+ 4.83% |
$294K - $321K
|
197K
$10.8M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
8.8K+ 58.67% |
$285K - $311K
|
23.8K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.73KNew |
$283K - $309K
|
8.73K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.66K+ 131.8% |
$280K - $306K
|
15.2K
$835K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8.65KNew |
$280K - $306K
|
8.65K
$474K
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.63K+ 1.35% |
$279K - $305K
|
650K
$35.6M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.46K+ 4.79% |
$274K - $299K
|
185K
$10.1M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.24K+ 42.22% |
$267K - $292K
|
27.8K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.23K+ 4.78% |
$266K - $291K
|
180K
$9.89M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
8.13K+ 25.29% |
$263K - $288K
|
40.3K
$2.21M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.13KNew |
$263K - $288K
|
8.13K
$446K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.12K+ 7.58% |
$263K - $287K
|
115K
$6.32M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
8KNew |
$259K - $283K
|
8K
$439K
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
7.8K+ 5.67% |
$253K - $276K
|
145K
$7.97M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.62K+ 4.28% |
$247K - $270K
|
185K
$10.2M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.43KNew |
$240K - $263K
|
7.43K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.17K+ 4.32% |
$232K - $254K
|
173K
$9.48M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.11K+ 4.19% |
$230K - $251K
|
177K
$9.68M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.05K+ 8.07% |
$228K - $249K
|
94.5K
$5.18M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.97K+ 179.73% |
$226K - $247K
|
10.8K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.97KNew |
$226K - $246K
|
6.97K
$382K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.94K+ 73.78% |
$225K - $246K
|
16.4K
$896K
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
6.91K+ 13.24% |
$224K - $244K
|
59.1K
$3.24M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.82K+ 26.88% |
$221K - $241K
|
32.2K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.77K+ 17.75% |
$219K - $239K
|
44.9K
$2.46M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.61K+ 15.25% |
$214K - $234K
|
49.9K
$2.74M
|