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 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.85K- 0.87% |
$60.9K - $69K
|
212K
$11.7M
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 20.98% |
$61.3K - $69.5K
|
7.02K
$388K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.88K- 3.99% |
$62K - $70.2K
|
45.3K
$2.5M
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.9K- 2.89% |
$62.7K - $70.9K
|
64K
$3.53M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.91K- 3.13% |
$62.8K - $71.1K
|
59K
$3.26M
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.92K- 1.28% |
$63.2K - $71.6K
|
148K
$8.16M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.93K- 3.78% |
$63.5K - $71.9K
|
49.1K
$2.71M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.96K- 24.05% |
$64.4K - $72.9K
|
6.18K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.98K- 4.63% |
$65.3K - $73.9K
|
40.8K
$2.25M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.99K- 1.91% |
$65.5K - $74.1K
|
102K
$5.63M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2K- 7.69% |
$65.9K - $74.6K
|
24K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.01K- 13.57% |
$66.1K - $74.8K
|
12.8K
$706K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.02K- 2.81% |
$66.6K - $75.4K
|
70K
$3.87M
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.05K- 1.01% |
$67.5K - $76.4K
|
201K
$11.1M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.06K- 1.79% |
$67.8K - $76.7K
|
113K
$6.25M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.07K- 3.05% |
$68.1K - $77.1K
|
65.8K
$3.63M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.09K- 6.94% |
$68.7K - $77.7K
|
28K
$1.54M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.1K- 4.13% |
$69.3K - $78.4K
|
48.8K
$2.7M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 23.91% |
$70.2K - $79.5K
|
6.79K
$375K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.14K- 19.2% |
$70.4K - $79.7K
|
9K
$497K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-2.16K- 5.5% |
$71K - $80.3K
|
37K
$2.04M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.22K- 8.3% |
$72.9K - $82.6K
|
24.5K
$1.35M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.22K- 6.15% |
$73.2K - $82.8K
|
33.9K
$1.87M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.23K- 2.72% |
$73.6K - $83.3K
|
80K
$4.42M
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.24K- 9.04% |
$73.8K - $83.5K
|
22.5K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27K- 5.0% |
$74.8K - $84.6K
|
43.1K
$2.38M
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.29K- 3.8% |
$75.3K - $85.3K
|
58K
$3.2M
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-2.31K- 1.26% |
$76.1K - $86.1K
|
181K
$10M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.31K- 7.3% |
$76.2K - $86.2K
|
29.4K
$1.62M
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.32K- 23.23% |
$76.3K - $86.3K
|
7.65K
$423K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.35K- 2.89% |
$77.3K - $87.5K
|
78.9K
$4.36M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.35K- 0.94% |
$77.3K - $87.5K
|
246K
$13.6M
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.38K- 4.1% |
$78.4K - $88.8K
|
55.7K
$3.08M
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-2.39K- 12.56% |
$78.8K - $89.2K
|
16.7K
$921K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.42K- 2.56% |
$79.5K - $90K
|
91.9K
$5.08M
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.57K- 1.36% |
$84.5K - $95.7K
|
186K
$10.3M
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.58K- 0.75% |
$84.9K - $96.1K
|
342K
$18.9M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.65K- 42.75% |
$87.4K - $98.9K
|
3.55K
$196K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.68K- 12.3% |
$88.2K - $99.8K
|
19.1K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.72K- 6.05% |
$89.4K - $101K
|
42.2K
$2.33M
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.73K- 2.54% |
$89.9K - $102K
|
105K
$5.79M
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.77K- 1.91% |
$91.1K - $103K
|
142K
$7.84M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.77K- 17.61% |
$91.1K - $103K
|
12.9K
$715K
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.86K- 1.94% |
$94.1K - $107K
|
144K
$7.97M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.87K- 8.92% |
$94.6K - $107K
|
29.3K
$1.62M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.95K- 31.15% |
$97.1K - $110K
|
6.52K
$360K
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-3K- 0.98% |
$98.8K - $112K
|
303K
$16.7M
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 10.13% |
$99K - $112K
|
26.7K
$1.47M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.16K- 15.88% |
$104K - $118K
|
16.8K
$925K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-3.22K- 0.55% |
$106K - $120K
|
584K
$32.3M
|