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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 34.43% |
$1.95K - $2.51K
|
164
$9.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 15.54% |
$1.81K - $2.33K
|
290
$16.7K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
39New |
$1.81K - $2.33K
|
39
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
39+ 0.06% |
$1.81K - $2.33K
|
66.7K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 0.57% |
$1.76K - $2.27K
|
6.74K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 0.42% |
$1.72K - $2.21K
|
8.87K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
35+ 0.02% |
$1.62K - $2.09K
|
178K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$1.62K - $2.09K
|
35
$2.01K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 2.14% |
$1.39K - $1.79K
|
1.44K
$82.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30+ 3.35% |
$1.39K - $1.79K
|
926
$53.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29+ 6.16% |
$1.34K - $1.73K
|
500
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
28+ 0.6% |
$1.3K - $1.67K
|
4.71K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27+ 0.13% |
$1.25K - $1.61K
|
21.6K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 3.38% |
$1.21K - $1.55K
|
796
$45.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25+ 0.3% |
$1.16K - $1.49K
|
8.28K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.87% |
$1.07K - $1.37K
|
2.66K
$153K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 2.38% |
$1.07K - $1.37K
|
990
$56.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
21+ 5.71% |
$974 - $1.25K
|
389
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
21New |
$974 - $1.25K
|
21
$1.21K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
19+ 0.23% |
$881 - $1.14K
|
8.14K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 2.81% |
$881 - $1.14K
|
694
$39.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
19+ 0.31% |
$881 - $1.14K
|
6.24K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
19+ 0.29% |
$881 - $1.14K
|
6.53K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
18+ 0.02% |
$835 - $1.08K
|
110K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17+ 0.17% |
$788 - $1.02K
|
10K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 5.09% |
$649 - $836
|
289
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
14New |
$649 - $836
|
14
$804
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 0.32% |
$603 - $777
|
4.08K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13+ 0.13% |
$603 - $777
|
9.92K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13+ 0.23% |
$603 - $777
|
5.55K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
13+ 0.05% |
$603 - $777
|
24.1K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12+ 0.13% |
$556 - $717
|
9.53K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.0% |
$464 - $597
|
249K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.06% |
$464 - $597
|
17.7K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
9New |
$417 - $538
|
9
$517
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.12% |
$417 - $538
|
7.73K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.16% |
$371 - $478
|
4.96K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.04% |
$371 - $478
|
21.5K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8New |
$371 - $478
|
8
$460
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8+ 0.02% |
$371 - $478
|
34.4K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.84% |
$278 - $358
|
723
$41.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 8.11% |
$278 - $358
|
80
$4.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$232 - $299
|
5
$287
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.85% |
$232 - $299
|
596
$34.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.71% |
$232 - $299
|
714
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 0.92% |
$232 - $299
|
547
$31.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 0.89% |
$232 - $299
|
566
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$232 - $299
|
5
$287
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 2.69% |
$232 - $299
|
191
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 2.05% |
$185 - $239
|
199
$11.4K
|