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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
292New |
$9.62K - $10.9K
|
292
$17K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
287+ 3.2% |
$9.45K - $10.7K
|
9.27K
$538K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
275+ 4.06% |
$9.06K - $10.3K
|
7.05K
$410K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
275+ 1.02% |
$9.06K - $10.3K
|
27.2K
$1.58M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
274New |
$9.02K - $10.2K
|
274
$15.9K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
269New |
$8.86K - $10K
|
269
$15.6K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
265+ 0.34% |
$8.73K - $9.88K
|
77.4K
$4.5M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
261New |
$8.59K - $9.73K
|
261
$15.2K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
257+ 0.31% |
$8.46K - $9.58K
|
83K
$4.82M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
252+ 1.31% |
$8.3K - $9.39K
|
19.5K
$1.13M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
252+ 50.4% |
$8.3K - $9.39K
|
752
$43.7K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
244New |
$8.03K - $9.1K
|
244
$14.2K
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
239+ 2.03% |
$7.87K - $8.91K
|
12K
$697K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
237+ 2.16% |
$7.8K - $8.84K
|
11.2K
$650K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
221+ 1.37% |
$7.28K - $8.24K
|
16.3K
$947K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
221+ 2.05% |
$7.28K - $8.24K
|
11K
$640K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
219+ 6.78% |
$7.21K - $8.16K
|
3.45K
$200K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
213+ 0.21% |
$7.01K - $7.94K
|
100K
$5.84M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
212New |
$6.98K - $7.9K
|
212
$12.3K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
209+ 8.48% |
$6.88K - $7.79K
|
2.67K
$155K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 1.51% |
$6.72K - $7.61K
|
13.7K
$798K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
202New |
$6.65K - $7.53K
|
202
$11.7K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
178+ 2.34% |
$5.86K - $6.64K
|
7.8K
$453K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
172+ 7.12% |
$5.66K - $6.41K
|
2.59K
$150K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
168+ 5.24% |
$5.53K - $6.26K
|
3.37K
$196K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
168New |
$5.53K - $6.26K
|
168
$9.76K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
166+ 1.95% |
$5.47K - $6.19K
|
8.67K
$504K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
163+ 708.7% |
$5.37K - $6.08K
|
186
$10.8K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
161+ 1.73% |
$5.3K - $6K
|
9.49K
$551K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
160+ 0.92% |
$5.27K - $5.96K
|
17.5K
$1.02M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
156+ 0.57% |
$5.14K - $5.82K
|
27.4K
$1.59M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
147+ 1.47% |
$4.84K - $5.48K
|
10.1K
$588K
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
140+ 0.16% |
$4.61K - $5.22K
|
86.5K
$5.02M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
137+ 27.4% |
$4.51K - $5.11K
|
637
$37K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
137+ 27.4% |
$4.51K - $5.11K
|
637
$37K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
133+ 2.13% |
$4.38K - $4.96K
|
6.38K
$371K
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
124+ 1.43% |
$4.08K - $4.62K
|
8.77K
$509K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 3.77% |
$3.98K - $4.51K
|
3.33K
$194K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
118+ 1.23% |
$3.89K - $4.4K
|
9.71K
$564K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
113+ 1.9% |
$3.72K - $4.21K
|
6.07K
$352K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
112+ 0.29% |
$3.69K - $4.18K
|
38.5K
$2.24M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
112New |
$3.69K - $4.18K
|
112
$6.51K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
110+ 5.0% |
$3.62K - $4.1K
|
2.31K
$134K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
109+ 1.27% |
$3.59K - $4.06K
|
8.73K
$507K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.08% |
$3.46K - $3.91K
|
9.81K
$570K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
104+ 1.45% |
$3.42K - $3.88K
|
7.26K
$422K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
100New |
$3.29K - $3.73K
|
100
$5.81K
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
100+ 0.11% |
$3.29K - $3.73K
|
91.6K
$5.32M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.29K - $3.73K
|
100
$5.81K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
96New |
$3.16K - $3.58K
|
96
$5.58K
|