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 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
709+ 14.87% |
$23K - $25.1K
|
5.48K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
707+ 7.95% |
$22.9K - $25K
|
9.6K
$526K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
701+ 1.03% |
$22.7K - $24.8K
|
68.5K
$3.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
700+ 1.44% |
$22.7K - $24.8K
|
49.2K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
685+ 2.35% |
$22.2K - $24.2K
|
29.8K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
635+ 3.95% |
$20.6K - $22.5K
|
16.7K
$916K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
628+ 28.79% |
$20.3K - $22.2K
|
2.81K
$154K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
608+ 4.24% |
$19.7K - $21.5K
|
15K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 4.43% |
$19.4K - $21.2K
|
14.1K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
584+ 5.83% |
$18.9K - $20.7K
|
10.6K
$581K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
584+ 5.83% |
$18.9K - $20.7K
|
10.6K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
538+ 14.99% |
$17.4K - $19K
|
4.13K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
500+ 1.4% |
$16.2K - $17.7K
|
36.2K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
500+ 4.77% |
$16.2K - $17.7K
|
11K
$602K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
495+ 3.21% |
$16K - $17.5K
|
15.9K
$872K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
495+ 5.9% |
$16K - $17.5K
|
8.88K
$487K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
486+ 2.09% |
$15.7K - $17.2K
|
23.7K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
481+ 4.81% |
$15.6K - $17K
|
10.5K
$575K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
470+ 37.3% |
$15.2K - $16.6K
|
1.73K
$94.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
460+ 0.7% |
$14.9K - $16.3K
|
66.6K
$3.65M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
451+ 3.25% |
$14.6K - $16K
|
14.3K
$787K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
432+ 4.97% |
$14K - $15.3K
|
9.13K
$500K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
432+ 4.97% |
$14K - $15.3K
|
9.13K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
417New |
$13.5K - $14.8K
|
417
$22.9K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
408+ 2.67% |
$13.2K - $14.4K
|
15.7K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
406+ 0.27% |
$13.1K - $14.4K
|
152K
$8.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.19% |
$12.9K - $14.2K
|
209K
$11.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
386+ 4.1% |
$12.5K - $13.7K
|
9.81K
$538K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
381+ 2.6% |
$12.3K - $13.5K
|
15K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
380+ 1.33% |
$12.3K - $13.4K
|
28.9K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
379+ 1.35% |
$12.3K - $13.4K
|
28.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
377+ 15.87% |
$12.2K - $13.3K
|
2.75K
$151K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
377+ 0.2% |
$12.2K - $13.3K
|
188K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
374+ 1.16% |
$12.1K - $13.2K
|
32.7K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
361+ 0.88% |
$11.7K - $12.8K
|
41.4K
$2.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
353+ 0.81% |
$11.4K - $12.5K
|
43.7K
$2.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
350New |
$11.3K - $12.4K
|
350
$19.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
343+ 2.37% |
$11.1K - $12.1K
|
14.8K
$811K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
335+ 5.44% |
$10.8K - $11.9K
|
6.49K
$356K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
331+ 1.02% |
$10.7K - $11.7K
|
32.9K
$1.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
324+ 3.94% |
$10.5K - $11.5K
|
8.55K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
310+ 20.76% |
$10K - $11K
|
1.8K
$98.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
306New |
$9.91K - $10.8K
|
306
$16.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
300+ 0.98% |
$9.71K - $10.6K
|
30.9K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
300+ 2.62% |
$9.71K - $10.6K
|
11.8K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
298+ 2.93% |
$9.65K - $10.5K
|
10.5K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
297New |
$9.61K - $10.5K
|
297
$16.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
288+ 9.46% |
$9.32K - $10.2K
|
3.33K
$183K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
272+ 1.85% |
$8.8K - $9.62K
|
15K
$820K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
261+ 3.47% |
$8.45K - $9.23K
|
7.78K
$426K
|