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 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 28.18% |
$336K - $380K
|
46.4K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.1K+ 12.07% |
$334K - $378K
|
94.1K
$5.26M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10.1K+ 40.74% |
$333K - $377K
|
35K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$331K - $375K
|
10.1K
$563K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10K+ 53.3% |
$331K - $374K
|
28.9K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10KNew |
$329K - $373K
|
10K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
9.83K+ 2.37% |
$324K - $366K
|
425K
$23.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.72KNew |
$320K - $362K
|
9.72K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$320K - $362K
|
9.72K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.57K+ 60.14% |
$315K - $357K
|
25.5K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.43K+ 67.6% |
$310K - $351K
|
23.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9.35KNew |
$308K - $349K
|
9.35K
$523K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.34KNew |
$308K - $348K
|
9.34K
$523K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.3KNew |
$306K - $347K
|
9.3K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.24KNew |
$304K - $344K
|
9.24K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.16KNew |
$302K - $341K
|
9.16K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.03K+ 15.1% |
$297K - $337K
|
68.9K
$3.85M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.99KNew |
$296K - $335K
|
8.99K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.92K+ 20.02% |
$294K - $332K
|
53.4K
$2.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.92KNew |
$294K - $332K
|
8.92K
$499K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.86KNew |
$292K - $330K
|
8.86K
$496K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
8.81KNew |
$290K - $328K
|
8.81K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.78K+ 312.67% |
$289K - $327K
|
11.6K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
8.61KNew |
$284K - $321K
|
8.61K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8.58K+ 48.36% |
$282K - $320K
|
26.3K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.55KNew |
$281K - $319K
|
8.55K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.44K+ 3.35% |
$278K - $315K
|
260K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.43K+ 18.11% |
$277K - $314K
|
55K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.42K+ 101.68% |
$277K - $314K
|
16.7K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.42K+ 6.51% |
$277K - $314K
|
138K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.41KNew |
$277K - $314K
|
8.41K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.28K+ 7.24% |
$273K - $309K
|
123K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.27KNew |
$272K - $308K
|
8.27K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.17K+ 13.5% |
$269K - $305K
|
68.7K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.13KNew |
$268K - $303K
|
8.13K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.98K+ 4.32% |
$263K - $297K
|
193K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.89KNew |
$260K - $294K
|
7.89K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.75K+ 38.16% |
$255K - $289K
|
28.1K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.7KNew |
$254K - $287K
|
7.7K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.69K+ 9.3% |
$253K - $287K
|
90.4K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.67K+ 2.37% |
$253K - $286K
|
331K
$18.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.65KNew |
$252K - $285K
|
7.65K
$428K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.49KNew |
$247K - $279K
|
7.49K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.46K+ 13.36% |
$246K - $278K
|
63.3K
$3.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.36KNew |
$242K - $274K
|
7.36K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.33KNew |
$241K - $273K
|
7.33K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.29K+ 19.09% |
$240K - $272K
|
45.5K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.24KNew |
$239K - $270K
|
7.24K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.24KNew |
$238K - $270K
|
7.24K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.11KNew |
$234K - $265K
|
7.11K
$398K
|