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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2- 0.02% |
$65.9 - $74.6
|
9.24K
$517K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.04% |
$98.8 - $112
|
7.85K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-10- 0.05% |
$329 - $373
|
18.5K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.75% |
$461 - $522
|
1.86K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 5.47% |
$461 - $522
|
242
$13.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-15- 0.23% |
$494 - $559
|
6.6K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15- 0.09% |
$494 - $559
|
16K
$895K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 94.44% |
$560 - $634
|
1
$55.9
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-19- 2.15% |
$626 - $708
|
863
$48.3K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 7.12% |
$626 - $708
|
248
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-24- 8.7% |
$790 - $895
|
252
$14.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-25- 0.11% |
$823 - $932
|
21.9K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.11% |
$1.05K - $1.19K
|
28.9K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-35- 0.55% |
$1.15K - $1.3K
|
6.38K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-41- 25.15% |
$1.35K - $1.53K
|
122
$6.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-43- 0.11% |
$1.42K - $1.6K
|
40.1K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-45- 52.94% |
$1.48K - $1.68K
|
40
$2.24K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-50- 0.84% |
$1.65K - $1.86K
|
5.91K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-62- 0.83% |
$2.04K - $2.31K
|
7.36K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-68- 6.37% |
$2.24K - $2.54K
|
1K
$55.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-70- 8.41% |
$2.31K - $2.61K
|
762
$42.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-75- 0.5% |
$2.47K - $2.8K
|
14.8K
$828K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-79- 0.15% |
$2.6K - $2.95K
|
52K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-80- 0.37% |
$2.63K - $2.98K
|
21.3K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-84- 1.37% |
$2.77K - $3.13K
|
6.05K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-86- 38.91% |
$2.83K - $3.21K
|
135
$7.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-92- 0.41% |
$3.03K - $3.43K
|
22.4K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-93- 0.22% |
$3.06K - $3.47K
|
41.7K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-95- 1.6% |
$3.13K - $3.54K
|
5.85K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-100- 0.74% |
$3.29K - $3.73K
|
13.5K
$755K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 0.33% |
$3.29K - $3.73K
|
29.8K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-105- 0.06% |
$3.46K - $3.91K
|
185K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-107- 0.28% |
$3.52K - $3.99K
|
37.8K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-109- 20.57% |
$3.59K - $4.06K
|
421
$23.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-115- 3.45% |
$3.79K - $4.29K
|
3.22K
$180K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-115- 1.19% |
$3.79K - $4.29K
|
9.54K
$534K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-128- 0.67% |
$4.22K - $4.77K
|
18.9K
$1.06M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-131- 5.68% |
$4.31K - $4.88K
|
2.18K
$122K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-133- 91.72% |
$4.38K - $4.96K
|
12
$671
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-133- 91.72% |
$4.38K - $4.96K
|
12
$671
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-139- 12.2% |
$4.58K - $5.18K
|
1K
$55.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-140- 18.64% |
$4.61K - $5.22K
|
611
$34.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-143- 97.28% |
$4.71K - $5.33K
|
4
$224
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-147- 2.04% |
$4.84K - $5.48K
|
7.07K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-151- 2.04% |
$4.97K - $5.63K
|
7.24K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-157- 16.56% |
$5.17K - $5.85K
|
791
$44.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-162- 26.0% |
$5.33K - $6.04K
|
461
$25.8K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-162- 26.0% |
$5.33K - $6.04K
|
461
$25.8K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-166- 0.67% |
$5.47K - $6.19K
|
24.7K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-173- 0.07% |
$5.7K - $6.45K
|
251K
$14M
|