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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.34KNew |
$143K - $162K
|
4.34K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.32K+ 6.4% |
$142K - $161K
|
71.8K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.25K+ 20.74% |
$140K - $158K
|
24.7K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.24K+ 4.16% |
$140K - $158K
|
106K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.19K+ 30.54% |
$138K - $156K
|
17.9K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.16K+ 10.52% |
$137K - $155K
|
43.8K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.13K+ 2.84% |
$136K - $154K
|
149K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$133K - $151K
|
4.05K
$227K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.97K+ 14.15% |
$131K - $148K
|
32K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.91K+ 9.59% |
$129K - $146K
|
44.7K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.91K+ 30.12% |
$129K - $146K
|
16.9K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.84K+ 5.19% |
$126K - $143K
|
77.7K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.82K+ 26.06% |
$126K - $142K
|
18.5K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.77K+ 40.11% |
$124K - $141K
|
13.2K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
3.76K+ 3.23% |
$124K - $140K
|
120K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
3.73K+ 7.29% |
$123K - $139K
|
54.8K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 39.95% |
$122K - $138K
|
13K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.55KNew |
$117K - $132K
|
3.55K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.47K+ 5.07% |
$114K - $129K
|
71.8K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.47K+ 22.05% |
$114K - $129K
|
19.2K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.45K+ 10.56% |
$114K - $129K
|
36.2K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43KNew |
$113K - $128K
|
3.43K
$192K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.4K+ 17.81% |
$112K - $127K
|
22.5K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.34K+ 8.63% |
$110K - $125K
|
42.1K
$2.35M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.26KNew |
$107K - $121K
|
3.26K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.21K+ 19.63% |
$106K - $120K
|
19.6K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 9.08% |
$106K - $119K
|
38.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3.19K+ 17.0% |
$105K - $119K
|
21.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.13K+ 30.99% |
$103K - $117K
|
13.2K
$740K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.12KNew |
$103K - $116K
|
3.12K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.07K+ 15.61% |
$101K - $114K
|
22.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.98K+ 15.43% |
$98.1K - $111K
|
22.3K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.9K+ 17.54% |
$95.5K - $108K
|
19.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.89K+ 5.47% |
$95.2K - $108K
|
55.7K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.84K+ 7.61% |
$93.4K - $106K
|
40.1K
$2.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.8K+ 4.21% |
$92.3K - $104K
|
69.4K
$3.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$91.7K - $104K
|
2.79K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.74K+ 3.91% |
$90.1K - $102K
|
72.7K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.72K+ 108.32% |
$89.6K - $101K
|
5.23K
$293K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.66% |
$88.8K - $101K
|
165K
$9.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 11.96% |
$85.8K - $97.1K
|
24.4K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.5K+ 2.2% |
$82.3K - $93.2K
|
116K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.48K+ 2342.45% |
$81.8K - $92.6K
|
2.59K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.48K+ 5.06% |
$81.7K - $92.5K
|
51.5K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.46K+ 5.56% |
$80.9K - $91.6K
|
46.6K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.46K+ 28.87% |
$80.8K - $91.5K
|
11K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.45K+ 0.58% |
$80.8K - $91.4K
|
424K
$23.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.44KNew |
$80.2K - $90.8K
|
2.44K
$136K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.36K+ 1.37% |
$77.7K - $88K
|
175K
$9.77M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.35K+ 0.56% |
$77.4K - $87.6K
|
424K
$23.7M
|