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 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.05KNew |
$232K - $263K
|
7.05K
$390K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.05KNew |
$232K - $263K
|
7.05K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.97K+ 1.72% |
$229K - $260K
|
413K
$22.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.81K+ 11.48% |
$224K - $254K
|
66.2K
$3.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
6.74K+ 0.39% |
$222K - $251K
|
1.73M
$95.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.69K+ 3.8% |
$220K - $249K
|
183K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$217K - $246K
|
6.6K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.48K+ 0.42% |
$214K - $242K
|
1.57M
$86.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.45K+ 59.04% |
$212K - $240K
|
17.4K
$960K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.36KNew |
$209K - $237K
|
6.36K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.32K+ 33.65% |
$208K - $236K
|
25.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.26KNew |
$206K - $233K
|
6.26K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.24KNew |
$206K - $233K
|
6.24K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.2KNew |
$204K - $231K
|
6.2K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.11KNew |
$201K - $228K
|
6.11K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.08KNew |
$200K - $227K
|
6.08K
$336K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.08KNew |
$200K - $227K
|
6.08K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.03KNew |
$199K - $225K
|
6.03K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.03K+ 3.97% |
$198K - $225K
|
158K
$8.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6K+ 26.5% |
$197K - $224K
|
28.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.99KNew |
$197K - $223K
|
5.99K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
5.95KNew |
$196K - $222K
|
5.95K
$329K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.9KNew |
$194K - $220K
|
5.9K
$326K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
5.88KNew |
$194K - $219K
|
5.88K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5.83KNew |
$192K - $217K
|
5.83K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.61K+ 18.85% |
$185K - $209K
|
35.3K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.56K+ 14.91% |
$183K - $207K
|
42.8K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.54K+ 16.2% |
$182K - $206K
|
39.7K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.53K+ 34.18% |
$182K - $206K
|
21.7K
$1.2M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.43K+ 33.22% |
$179K - $203K
|
21.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.28K+ 0.99% |
$174K - $197K
|
541K
$29.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
5.23K+ 17.74% |
$172K - $195K
|
34.7K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.22K+ 5.38% |
$172K - $195K
|
102K
$5.65M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
5.21KNew |
$171K - $194K
|
5.21K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.15K+ 14.53% |
$170K - $192K
|
40.6K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
4.94K+ 12.84% |
$163K - $184K
|
43.5K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.93K+ 2.63% |
$162K - $184K
|
192K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.92KNew |
$162K - $183K
|
4.92K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.83K+ 37.08% |
$159K - $180K
|
17.9K
$986K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.83K+ 130.35% |
$159K - $180K
|
8.53K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.82K+ 2.57% |
$159K - $180K
|
192K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.78K+ 39.77% |
$157K - $178K
|
16.8K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 5.92% |
$156K - $176K
|
84.8K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.71K+ 2.47% |
$155K - $176K
|
196K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.63K+ 36.55% |
$153K - $173K
|
17.3K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.6K+ 6.48% |
$152K - $172K
|
75.7K
$4.18M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.48KNew |
$148K - $167K
|
4.48K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.47K+ 108.26% |
$147K - $167K
|
8.6K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.4K+ 408.91% |
$145K - $164K
|
5.48K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.36K+ 8.66% |
$144K - $163K
|
54.7K
$3.02M
|