Purchases and Sales Made in Q4 2022 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
359New |
$10.5K - $12.6K
|
359
$20.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
355+ 1.73% |
$10.4K - $12.4K
|
20.9K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.47% |
$10.4K - $12.4K
|
24.4K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
346+ 0.33% |
$10.1K - $12.1K
|
104K
$6.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
346+ 1.27% |
$10.1K - $12.1K
|
27.5K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
345+ 0.45% |
$10.1K - $12.1K
|
76.9K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
343+ 3.36% |
$10K - $12K
|
10.5K
$613K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
332+ 2.19% |
$9.73K - $11.6K
|
15.5K
$902K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
327+ 2.17% |
$9.58K - $11.4K
|
15.4K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
320New |
$9.38K - $11.2K
|
320
$18.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
316+ 1.71% |
$9.26K - $11.1K
|
18.8K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
305+ 1.02% |
$8.94K - $10.7K
|
30.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
283New |
$8.29K - $9.9K
|
283
$16.5K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
282+ 4.57% |
$8.26K - $9.86K
|
6.46K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
276New |
$8.09K - $9.65K
|
276
$16K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
272+ 2.25% |
$7.97K - $9.51K
|
12.4K
$719K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
271New |
$7.94K - $9.48K
|
271
$15.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
261+ 1.69% |
$7.65K - $9.13K
|
15.7K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
252+ 0.31% |
$7.38K - $8.81K
|
80.3K
$4.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
250New |
$7.33K - $8.75K
|
250
$14.5K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
245+ 2.32% |
$7.18K - $8.57K
|
10.8K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
244+ 0.73% |
$7.15K - $8.54K
|
33.6K
$1.95M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
240+ 53.57% |
$7.03K - $8.4K
|
688
$40K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240+ 53.57% |
$7.03K - $8.4K
|
688
$40K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
238+ 3.44% |
$6.97K - $8.33K
|
7.16K
$416K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
237+ 0.14% |
$6.94K - $8.29K
|
169K
$9.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
235+ 7.52% |
$6.89K - $8.22K
|
3.36K
$195K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
224+ 2.78% |
$6.56K - $7.84K
|
8.27K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
223+ 0.82% |
$6.53K - $7.8K
|
27.5K
$1.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
216+ 1.9% |
$6.33K - $7.56K
|
11.6K
$674K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
216+ 2.03% |
$6.33K - $7.56K
|
10.8K
$630K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
215New |
$6.3K - $7.52K
|
215
$12.5K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
208+ 1.84% |
$6.09K - $7.28K
|
11.5K
$668K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
208+ 0.35% |
$6.09K - $7.28K
|
59.9K
$3.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
208+ 2.43% |
$6.09K - $7.28K
|
8.76K
$510K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
206+ 2.6% |
$6.04K - $7.21K
|
8.12K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
205+ 0.66% |
$6.01K - $7.17K
|
31.2K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 0.26% |
$5.86K - $7K
|
77.5K
$4.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
200+ 51.95% |
$5.86K - $7K
|
585
$34K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
198New |
$5.8K - $6.93K
|
198
$11.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
194+ 0.15% |
$5.68K - $6.79K
|
132K
$7.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192New |
$5.63K - $6.72K
|
192
$11.2K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
184+ 45.1% |
$5.39K - $6.44K
|
592
$34.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
183+ 0.21% |
$5.36K - $6.4K
|
87.9K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
177+ 1.26% |
$5.19K - $6.19K
|
14.2K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
164+ 1.15% |
$4.81K - $5.74K
|
14.4K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
163+ 0.97% |
$4.78K - $5.7K
|
17K
$988K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162New |
$4.75K - $5.67K
|
162
$9.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
156+ 59.09% |
$4.57K - $5.46K
|
420
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
155+ 1.66% |
$4.54K - $5.42K
|
9.49K
$552K
|