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
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.53KNew |
$212K - $231K
|
6.53K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.48KNew |
$210K - $229K
|
6.48K
$355K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.38K+ 1.66% |
$207K - $226K
|
392K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.33KNew |
$205K - $224K
|
6.33K
$347K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.25KNew |
$202K - $221K
|
6.25K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.24K+ 9.61% |
$202K - $221K
|
71.1K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.22K+ 3.99% |
$201K - $220K
|
162K
$8.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
6.22K+ 0.86% |
$201K - $220K
|
729K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.1KNew |
$198K - $216K
|
6.1K
$335K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.06KNew |
$196K - $215K
|
6.06K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
6.04K+ 3.78% |
$196K - $214K
|
166K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.99K+ 57.39% |
$194K - $212K
|
16.4K
$901K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.99K+ 1.06% |
$194K - $212K
|
572K
$31.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.96KNew |
$193K - $211K
|
5.96K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.95K+ 1.98% |
$193K - $210K
|
306K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.77K+ 51.77% |
$187K - $204K
|
16.9K
$927K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.72K+ 1.67% |
$185K - $202K
|
348K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.69K+ 38.41% |
$184K - $201K
|
20.5K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.49K+ 51.24% |
$178K - $194K
|
16.2K
$889K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.41K+ 5.86% |
$175K - $191K
|
97.6K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.37K+ 71.14% |
$174K - $190K
|
12.9K
$708K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.13K+ 12.4% |
$166K - $182K
|
46.5K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
5.03K+ 27.23% |
$163K - $178K
|
23.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.94K+ 16.91% |
$160K - $175K
|
34.2K
$1.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.92KNew |
$159K - $174K
|
4.92K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.84K+ 10.89% |
$157K - $171K
|
49.3K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.8K+ 19.24% |
$155K - $170K
|
29.7K
$1.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.78K+ 2.26% |
$155K - $169K
|
216K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.73K+ 1.54% |
$153K - $167K
|
312K
$17.1M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.61K+ 6.1% |
$149K - $163K
|
80.2K
$4.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.56K+ 6.19% |
$148K - $161K
|
78.2K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.43K+ 4.78% |
$143K - $157K
|
97.1K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.36K+ 9.76% |
$141K - $154K
|
49.1K
$2.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.35K+ 20.68% |
$141K - $154K
|
25.4K
$1.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.34K+ 7.9% |
$141K - $154K
|
59.3K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.34K+ 38.6% |
$140K - $153K
|
15.6K
$853K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.3K+ 7.27% |
$139K - $152K
|
63.4K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.23KNew |
$137K - $150K
|
4.23K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.1KNew |
$133K - $145K
|
4.1K
$225K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.07K+ 29.8% |
$132K - $144K
|
17.7K
$972K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.9K+ 6.25% |
$126K - $138K
|
66.3K
$3.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.89K+ 20.77% |
$126K - $138K
|
22.6K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
3.61KNew |
$117K - $128K
|
3.61K
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.6K+ 13.59% |
$116K - $127K
|
30.1K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 0.93% |
$115K - $125K
|
385K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.5K+ 2.44% |
$113K - $124K
|
147K
$8.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.42K+ 2.74% |
$111K - $121K
|
128K
$7.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.28K+ 6.9% |
$106K - $116K
|
50.9K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.26K+ 4.73% |
$105K - $115K
|
72K
$3.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.25K+ 1.92% |
$105K - $115K
|
173K
$9.46M
|