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 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92New |
$3.03K - $3.43K
|
92
$5.15K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
83+ 0.1% |
$2.73K - $3.09K
|
83.9K
$4.69M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81New |
$2.67K - $3.02K
|
81
$4.53K
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
80+ 1.09% |
$2.63K - $2.98K
|
7.42K
$415K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
79New |
$2.6K - $2.95K
|
79
$4.42K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
79+ 5.34% |
$2.6K - $2.95K
|
1.56K
$87.2K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
78New |
$2.57K - $2.91K
|
78
$4.36K
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
73+ 0.75% |
$2.4K - $2.72K
|
9.82K
$549K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67New |
$2.21K - $2.5K
|
67
$3.75K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
64New |
$2.11K - $2.39K
|
64
$3.58K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
64+ 0.41% |
$2.11K - $2.39K
|
15.8K
$881K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
58+ 0.88% |
$1.91K - $2.16K
|
6.62K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
52+ 0.8% |
$1.71K - $1.94K
|
6.55K
$367K
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
40+ 0.11% |
$1.32K - $1.49K
|
34.9K
$1.95M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
34+ 1.75% |
$1.12K - $1.27K
|
1.98K
$111K
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
32+ 0.08% |
$1.05K - $1.19K
|
40.1K
$2.25M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.61% |
$922 - $1.04K
|
4.59K
$257K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
28New |
$922 - $1.04K
|
28
$1.57K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25+ 0.69% |
$823 - $932
|
3.67K
$205K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$823 - $932
|
25
$1.4K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25New |
$823 - $932
|
25
$1.4K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25+ 0.4% |
$823 - $932
|
6.31K
$353K
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$724 - $820
|
51.3K
$2.87M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22+ 0.15% |
$724 - $820
|
14.4K
$805K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 1.31% |
$692 - $783
|
1.63K
$91.1K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
20+ 15.27% |
$659 - $746
|
151
$8.45K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 4.22% |
$659 - $746
|
494
$27.6K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.73% |
$626 - $708
|
2.62K
$147K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16+ 0.23% |
$527 - $596
|
6.95K
$389K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$428 - $485
|
23.1K
$1.29M
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.03% |
$428 - $485
|
42.7K
$2.39M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.69% |
$428 - $485
|
781
$43.7K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13+ 0.65% |
$428 - $485
|
2.01K
$113K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12+ 0.13% |
$395 - $447
|
9.05K
$506K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12+ 0.07% |
$395 - $447
|
16.3K
$909K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11+ 23.4% |
$362 - $410
|
58
$3.24K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
10+ 0.78% |
$329 - $373
|
1.29K
$72.4K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.13% |
$296 - $336
|
6.78K
$379K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 0.67% |
$263 - $298
|
1.19K
$66.8K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 1.42% |
$263 - $298
|
572
$32K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.5% |
$263 - $298
|
1.62K
$90.7K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 5.47% |
$231 - $261
|
135
$7.55K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.07% |
$165 - $186
|
6.98K
$391K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.24% |
$132 - $149
|
1.7K
$95K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.36% |
$98.8 - $112
|
224
$12.5K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.97% |
$32.9 - $37.3
|
104
$5.82K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.21% |
$32.9 - $37.3
|
475
$26.6K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.23% |
$32.9 - $37.3
|
439
$24.6K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.71% |
$32.9 - $37.3
|
140
$7.83K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.15% |
$65.9 - $74.6
|
1.35K
$75.5K
|