Purchases and Sales Made in Q4 2024 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q4 2024. 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 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
872+ 2.51% |
$40.4K - $52.1K
|
35.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
864+ 5.36% |
$40.1K - $51.6K
|
17K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
848+ 10.45% |
$39.3K - $50.7K
|
8.96K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
844+ 8.43% |
$39.1K - $50.4K
|
10.9K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
841+ 12.15% |
$39K - $50.2K
|
7.76K
$451K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
836New |
$38.8K - $49.9K
|
836
$48.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
820+ 3.83% |
$38K - $49K
|
22.2K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
808New |
$37.5K - $48.3K
|
808
$46.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
807New |
$37.4K - $48.2K
|
807
$46.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
788New |
$36.5K - $47.1K
|
788
$45.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
743+ 12.53% |
$34.5K - $44.4K
|
6.67K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
740+ 11.01% |
$34.3K - $44.2K
|
7.46K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
729+ 5.37% |
$33.8K - $43.6K
|
14.3K
$831K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
714+ 3.28% |
$33.1K - $42.7K
|
22.5K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
700New |
$32.5K - $41.8K
|
700
$40.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
697+ 2.17% |
$32.3K - $41.6K
|
32.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
688+ 4.82% |
$31.9K - $41.1K
|
15K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
659New |
$30.6K - $39.4K
|
659
$38.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
658+ 3.96% |
$30.5K - $39.3K
|
17.3K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
650+ 47.34% |
$30.1K - $38.8K
|
2.02K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
650+ 0.6% |
$30.1K - $38.8K
|
109K
$6.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
645+ 3.56% |
$29.9K - $38.5K
|
18.8K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
644New |
$29.9K - $38.5K
|
644
$37.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
635+ 4.55% |
$29.4K - $37.9K
|
14.6K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
635+ 5.32% |
$29.4K - $37.9K
|
12.6K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
627+ 10.95% |
$29.1K - $37.5K
|
6.36K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
621+ 2.44% |
$28.8K - $37.1K
|
26.1K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
608+ 5.78% |
$28.2K - $36.3K
|
11.1K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
606+ 1.32% |
$28.1K - $36.2K
|
46.4K
$2.7M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
600New |
$27.8K - $35.8K
|
600
$34.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
591+ 3.1% |
$27.4K - $35.3K
|
19.6K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
590New |
$27.4K - $35.2K
|
590
$34.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
568+ 7.42% |
$26.3K - $33.9K
|
8.22K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
564+ 7.48% |
$26.2K - $33.7K
|
8.1K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
553+ 2.52% |
$25.6K - $33K
|
22.5K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
552New |
$25.6K - $33K
|
552
$32.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
546New |
$25.3K - $32.6K
|
546
$31.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
537+ 1.28% |
$24.9K - $32.1K
|
42.6K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
532+ 9.02% |
$24.7K - $31.8K
|
6.43K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
520+ 7.38% |
$24.1K - $31.1K
|
7.57K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
520New |
$24.1K - $31.1K
|
520
$30.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
513+ 7.49% |
$23.8K - $30.6K
|
7.36K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
512+ 0.28% |
$23.7K - $30.6K
|
181K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
507New |
$23.5K - $30.3K
|
507
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.2K - $29.9K
|
500
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
500+ 0.11% |
$23.2K - $29.9K
|
460K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
493+ 2.5% |
$22.9K - $29.5K
|
20.2K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
493+ 0.27% |
$22.9K - $29.5K
|
181K
$10.5M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
476New |
$22.1K - $28.4K
|
476
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
475+ 1.85% |
$22K - $28.4K
|
26.2K
$1.52M
|