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 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-491- 3.56% |
$16.2K - $18.3K
|
13.3K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500- 4.32% |
$16.5K - $18.6K
|
11.1K
$620K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 1.24% |
$16.5K - $18.6K
|
39.8K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-506- 5.75% |
$16.7K - $18.9K
|
8.29K
$464K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-507- 3.37% |
$16.7K - $18.9K
|
14.5K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-522- 0.71% |
$17.2K - $19.5K
|
73K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-527- 3.96% |
$17.4K - $19.6K
|
12.8K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-550- 0.46% |
$18.1K - $20.5K
|
120K
$6.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-552- 0.87% |
$18.2K - $20.6K
|
62.8K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-568- 0.4% |
$18.7K - $21.2K
|
140K
$7.85M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-569- 1.4% |
$18.7K - $21.2K
|
40.1K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-580- 3.14% |
$19.1K - $21.6K
|
17.9K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-600- 1.94% |
$19.8K - $22.4K
|
30.3K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-606- 2.81% |
$20K - $22.6K
|
21K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-612- 5.36% |
$20.2K - $22.8K
|
10.8K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-619- 7.0% |
$20.4K - $23.1K
|
8.23K
$460K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-626- 0.91% |
$20.6K - $23.3K
|
67.9K
$3.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-636- 50.2% |
$20.9K - $23.7K
|
631
$35.3K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-647- 2.09% |
$21.3K - $24.1K
|
30.4K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-651- 20.86% |
$21.4K - $24.3K
|
2.47K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-652- 0.78% |
$21.5K - $24.3K
|
83.4K
$4.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-660- 7.23% |
$21.7K - $24.6K
|
8.47K
$474K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-660- 7.23% |
$21.7K - $24.6K
|
8.47K
$474K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-673- 9.4% |
$22.2K - $25.1K
|
6.49K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-677- 1.96% |
$22.3K - $25.2K
|
33.9K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-681- 3.29% |
$22.4K - $25.4K
|
20K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-684- 9.69% |
$22.5K - $25.5K
|
6.37K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-687- 9.44% |
$22.6K - $25.6K
|
6.59K
$369K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-718- 6.62% |
$23.6K - $26.8K
|
10.1K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-728- 9.18% |
$24K - $27.1K
|
7.2K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-731- 1.27% |
$24.1K - $27.3K
|
56.9K
$3.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-779- 1.78% |
$25.7K - $29K
|
42.9K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-779- 2.54% |
$25.7K - $29K
|
29.9K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-794- 0.46% |
$26.1K - $29.6K
|
172K
$9.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-800- 16.86% |
$26.3K - $29.8K
|
3.95K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-800- 0.16% |
$26.3K - $29.8K
|
505K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-800- 0.74% |
$26.3K - $29.8K
|
107K
$5.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-804- 4.35% |
$26.5K - $30K
|
17.7K
$989K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-806- 3.13% |
$26.5K - $30K
|
24.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-811- 1.61% |
$26.7K - $30.2K
|
49.5K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-839- 1.17% |
$27.6K - $31.3K
|
70.8K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-846- 7.22% |
$27.9K - $31.5K
|
10.9K
$608K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-852- 1.03% |
$28.1K - $31.8K
|
82K
$4.59M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-853- 8.61% |
$28.1K - $31.8K
|
9.06K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-862- 9.88% |
$28.4K - $32.1K
|
7.87K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-873- 5.93% |
$28.7K - $32.5K
|
13.8K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-942- 4.85% |
$31K - $35.1K
|
18.5K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-951- 8.14% |
$31.3K - $35.5K
|
10.7K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-976- 11.92% |
$32.1K - $36.4K
|
7.21K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-985- 1.94% |
$32.4K - $36.7K
|
49.9K
$2.79M
|