Purchases and Sales Made in Q4 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
599+ 5.86% |
$19.7K - $22.3K
|
10.8K
$605K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
598+ 1.26% |
$19.7K - $22.3K
|
48.1K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
594+ 3.42% |
$19.6K - $22.1K
|
18K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
591New |
$19.5K - $22K
|
591
$33.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
589+ 3.68% |
$19.4K - $22K
|
16.6K
$929K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
580+ 4.6% |
$19.1K - $21.6K
|
13.2K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
576+ 4.48% |
$19K - $21.5K
|
13.4K
$752K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
544New |
$17.9K - $20.3K
|
544
$30.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
543New |
$17.9K - $20.2K
|
543
$30.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
537+ 1.25% |
$17.7K - $20K
|
43.3K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 1.02% |
$16.5K - $18.6K
|
49.7K
$2.78M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
499+ 0.33% |
$16.4K - $18.6K
|
154K
$8.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
499+ 249.5% |
$16.4K - $18.6K
|
699
$39.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
491+ 18.58% |
$16.2K - $18.3K
|
3.13K
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
478+ 1.6% |
$15.7K - $17.8K
|
30.3K
$1.69M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
467New |
$15.4K - $17.4K
|
467
$26.1K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
465+ 4.71% |
$15.3K - $17.3K
|
10.3K
$579K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
457+ 0.21% |
$15K - $17K
|
213K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
455+ 1.26% |
$15K - $17K
|
36.7K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
455+ 5.41% |
$15K - $17K
|
8.87K
$496K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
450+ 5.43% |
$14.8K - $16.8K
|
8.74K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
449+ 24.9% |
$14.8K - $16.7K
|
2.25K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
447+ 5.44% |
$14.7K - $16.7K
|
8.66K
$485K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
437+ 5.11% |
$14.4K - $16.3K
|
8.99K
$503K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
431New |
$14.2K - $16.1K
|
431
$24.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
409New |
$13.5K - $15.2K
|
409
$22.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 16.95% |
$13.3K - $15.1K
|
2.79K
$156K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
400+ 3.14% |
$13.2K - $14.9K
|
13.1K
$735K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
400+ 2.83% |
$13.2K - $14.9K
|
14.5K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
BUY
|
- |
400+ 2.99% |
$13.2K - $14.9K
|
13.8K
$772K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 0.32% |
$13.1K - $14.9K
|
126K
$7.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
397+ 10.03% |
$13.1K - $14.8K
|
4.36K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
387+ 0.95% |
$12.7K - $14.4K
|
41K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
384+ 1.08% |
$12.6K - $14.3K
|
36K
$2.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
383New |
$12.6K - $14.3K
|
383
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
373+ 0.35% |
$12.3K - $13.9K
|
106K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
367+ 1.27% |
$12.1K - $13.7K
|
29.3K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
366+ 5.22% |
$12.1K - $13.6K
|
7.38K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
364+ 3.64% |
$12K - $13.6K
|
10.4K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
346+ 0.49% |
$11.4K - $12.9K
|
70.3K
$3.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
336+ 2.17% |
$11.1K - $12.5K
|
15.8K
$885K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
329New |
$10.8K - $12.3K
|
329
$18.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
324+ 0.22% |
$10.7K - $12.1K
|
149K
$8.35M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
309New |
$10.2K - $11.5K
|
309
$17.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
308+ 265.52% |
$10.1K - $11.5K
|
424
$23.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
307+ 2.57% |
$10.1K - $11.4K
|
12.3K
$686K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
300+ 0.21% |
$9.88K - $11.2K
|
145K
$8.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
296+ 1.25% |
$9.75K - $11K
|
23.9K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
292New |
$9.62K - $10.9K
|
292
$16.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
287+ 3.2% |
$9.45K - $10.7K
|
9.27K
$518K
|