Purchases and Sales Made in Q3 2024 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q3 2024. 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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$4.12K - $4.62K
|
100
$5.48K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
100+ 1.03% |
$4.12K - $4.62K
|
9.77K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
100New |
$4.12K - $4.62K
|
100
$5.48K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 0.16% |
$3.84K - $4.3K
|
57K
$3.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
93+ 1.05% |
$3.84K - $4.3K
|
8.94K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
90+ 2.64% |
$3.71K - $4.16K
|
3.49K
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
89New |
$3.67K - $4.11K
|
89
$4.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.28% |
$3.51K - $3.93K
|
30.1K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
84+ 0.84% |
$3.46K - $3.88K
|
10K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
84+ 0.59% |
$3.46K - $3.88K
|
14.3K
$783K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
79+ 22.01% |
$3.26K - $3.65K
|
438
$24K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
78+ 15.6% |
$3.22K - $3.61K
|
578
$31.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
72+ 0.84% |
$2.97K - $3.33K
|
8.62K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
71+ 0.43% |
$2.93K - $3.28K
|
16.5K
$903K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69+ 0.06% |
$2.85K - $3.19K
|
115K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
66New |
$2.72K - $3.05K
|
66
$3.62K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
65New |
$2.68K - $3K
|
65
$3.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 0.69% |
$2.6K - $2.91K
|
9.24K
$507K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58+ 1.06% |
$2.39K - $2.68K
|
5.54K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
55+ 1.05% |
$2.27K - $2.54K
|
5.31K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
54+ 0.81% |
$2.23K - $2.5K
|
6.71K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
50+ 0.27% |
$2.06K - $2.31K
|
18.6K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.23% |
$1.98K - $2.22K
|
21.2K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
44+ 0.75% |
$1.81K - $2.03K
|
5.93K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
43+ 0.71% |
$1.77K - $1.99K
|
6.13K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
42+ 0.52% |
$1.73K - $1.94K
|
8.12K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 0.9% |
$1.65K - $1.85K
|
4.49K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
36+ 0.44% |
$1.48K - $1.66K
|
8.26K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
35+ 0.61% |
$1.44K - $1.62K
|
5.73K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
33+ 0.09% |
$1.36K - $1.53K
|
35K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
32+ 1.6% |
$1.32K - $1.48K
|
2.03K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 14.61% |
$1.32K - $1.48K
|
251
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 11.34% |
$1.15K - $1.29K
|
275
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
28+ 0.02% |
$1.15K - $1.29K
|
170K
$9.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 6.91% |
$1.11K - $1.25K
|
418
$22.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 0.2% |
$1.11K - $1.25K
|
13.3K
$730K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
27New |
$1.11K - $1.25K
|
27
$1.48K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
26+ 0.37% |
$1.07K - $1.2K
|
7.06K
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 0.73% |
$1.03K - $1.16K
|
3.47K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
25+ 0.25% |
$1.03K - $1.16K
|
9.92K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 42.31% |
$907 - $1.02K
|
74
$4.06K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21+ 0.7% |
$866 - $971
|
3.01K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
21+ 26.92% |
$866 - $971
|
99
$5.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.1% |
$742 - $832
|
17.5K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.11% |
$742 - $832
|
16.9K
$924K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 1.7% |
$701 - $786
|
1.02K
$55.8K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17+ 0.12% |
$701 - $786
|
14K
$770K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
15+ 0.25% |
$619 - $693
|
5.92K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.2% |
$577 - $647
|
7.13K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$495 - $555
|
5.12K
$281K
|