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 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.3K+ 14.27% |
$569K - $644K
|
138K
$7.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.1KNew |
$563K - $637K
|
17.1K
$945K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 118.26% |
$550K - $623K
|
30.8K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.5KNew |
$544K - $616K
|
16.5K
$913K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
16.4KNew |
$539K - $610K
|
16.4K
$904K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$530K - $600K
|
16.1K
$889K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.9K+ 20.52% |
$525K - $594K
|
93.6K
$5.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
15.9K+ 37.31% |
$523K - $592K
|
58.4K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
15.7K+ 1.42% |
$516K - $584K
|
1.12M
$61.7M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
15.5K+ 6.2% |
$510K - $578K
|
265K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.3K+ 8.47% |
$503K - $570K
|
196K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15K+ 47.52% |
$493K - $558K
|
46.5K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$490K - $555K
|
14.9K
$822K
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.8K+ 25.07% |
$488K - $552K
|
73.9K
$4.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 1.71% |
$469K - $531K
|
844K
$46.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.9K+ 2.81% |
$459K - $520K
|
510K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 48.98% |
$448K - $507K
|
41.4K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.6K+ 7.88% |
$447K - $506K
|
186K
$10.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
13.5KNew |
$446K - $505K
|
13.5K
$748K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
13.4K+ 7.24% |
$442K - $501K
|
199K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.3K+ 25.41% |
$438K - $495K
|
65.6K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13.2K+ 4.3% |
$434K - $491K
|
319K
$17.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
13K+ 107.87% |
$428K - $485K
|
25.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.8KNew |
$422K - $478K
|
12.8K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
12.8K+ 5.96% |
$422K - $477K
|
228K
$12.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6KNew |
$414K - $469K
|
12.6K
$695K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
12.3KNew |
$405K - $459K
|
12.3K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
12.2K+ 339.1% |
$403K - $456K
|
15.9K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.2KNew |
$402K - $455K
|
12.2K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
12.2KNew |
$402K - $455K
|
12.2K
$674K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11.8K+ 6.78% |
$387K - $438K
|
185K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
11.6K+ 7.01% |
$383K - $434K
|
178K
$9.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.6KNew |
$381K - $431K
|
11.6K
$639K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.5KNew |
$378K - $428K
|
11.5K
$634K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.4K+ 8.9% |
$376K - $425K
|
140K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 1.38% |
$370K - $419K
|
825K
$45.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$369K - $418K
|
11.2K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$362K - $409K
|
11K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11K+ 1.08% |
$361K - $409K
|
1.02M
$56.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.8KNew |
$357K - $404K
|
10.8K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.8KNew |
$355K - $402K
|
10.8K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7K+ 7.98% |
$351K - $398K
|
144K
$7.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 65.91% |
$350K - $396K
|
26.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
10.6K+ 1.74% |
$348K - $394K
|
618K
$34.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
10.5K+ 3.44% |
$346K - $392K
|
317K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$344K - $390K
|
10.5K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$342K - $387K
|
10.4K
$573K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
10.3K+ 1.37% |
$340K - $385K
|
761K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 165.09% |
$339K - $383K
|
16.5K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
10.2K+ 1.3% |
$336K - $380K
|
796K
$44M
|