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 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-176- 0.93% |
$5.8K - $6.56K
|
18.8K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-177- 2.55% |
$5.83K - $6.6K
|
6.77K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-188- 1.91% |
$6.19K - $7.01K
|
9.68K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-190- 2.7% |
$6.26K - $7.08K
|
6.84K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-190- 2.19% |
$6.26K - $7.08K
|
8.49K
$469K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-194- 0.18% |
$6.39K - $7.23K
|
106K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-203- 1.46% |
$6.68K - $7.57K
|
13.7K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-204- 2.42% |
$6.72K - $7.61K
|
8.23K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-205- 7.45% |
$6.75K - $7.64K
|
2.55K
$141K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-208- 2.44% |
$6.85K - $7.75K
|
8.32K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-212- 2.73% |
$6.98K - $7.9K
|
7.57K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-212- 7.42% |
$6.98K - $7.9K
|
2.65K
$146K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-215- 9.15% |
$7.08K - $8.02K
|
2.14K
$118K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-224- 2.32% |
$7.38K - $8.35K
|
9.45K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-232- 59.64% |
$7.64K - $8.65K
|
157
$8.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 2.33% |
$8.13K - $9.21K
|
10.3K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-250- 0.79% |
$8.23K - $9.32K
|
31.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-261- 2.49% |
$8.59K - $9.73K
|
10.2K
$564K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-272- 3.18% |
$8.96K - $10.1K
|
8.28K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-277- 0.4% |
$9.12K - $10.3K
|
69.1K
$3.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-301- 6.51% |
$9.91K - $11.2K
|
4.32K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-312- 1.31% |
$10.3K - $11.6K
|
23.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-321- 5.07% |
$10.6K - $12K
|
6.01K
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-325- 4.66% |
$10.7K - $12.1K
|
6.65K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-325- 2.8% |
$10.7K - $12.1K
|
11.3K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-330- 0.49% |
$10.9K - $12.3K
|
67.7K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-333- 2.92% |
$11K - $12.4K
|
11.1K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-345- 0.19% |
$11.4K - $12.9K
|
184K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-350- 3.67% |
$11.5K - $13K
|
9.19K
$508K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-350- 1.42% |
$11.5K - $13K
|
24.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-373- 0.04% |
$12.3K - $13.9K
|
847K
$46.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-374- 0.76% |
$12.3K - $13.9K
|
49K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-375- 1.96% |
$12.3K - $14K
|
18.8K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-397- 5.37% |
$13.1K - $14.8K
|
7K
$387K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-397- 5.37% |
$13.1K - $14.8K
|
7K
$387K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-399- 47.16% |
$13.1K - $14.9K
|
447
$24.7K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.12% |
$13.2K - $14.9K
|
333K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-411- 2.56% |
$13.5K - $15.3K
|
15.7K
$865K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-422- 4.35% |
$13.9K - $15.7K
|
9.28K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-424- 3.02% |
$14K - $15.8K
|
13.6K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-444- 25.66% |
$14.6K - $16.6K
|
1.29K
$71K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-451- 1.33% |
$14.9K - $16.8K
|
33.5K
$1.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-454- 0.52% |
$15K - $16.9K
|
87K
$4.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-468- 4.79% |
$15.4K - $17.4K
|
9.31K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-469- 1.1% |
$15.4K - $17.5K
|
42.3K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-473- 22.86% |
$15.6K - $17.6K
|
1.6K
$88.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-477- 3.41% |
$15.7K - $17.8K
|
13.5K
$747K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-478- 4.99% |
$15.7K - $17.8K
|
9.09K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-481- 4.59% |
$15.8K - $17.9K
|
10K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-485- 0.72% |
$16K - $18.1K
|
66.6K
$3.68M
|