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 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
100+ 1.2% |
$4.64K - $5.97K
|
8.42K
$489K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
99New |
$4.59K - $5.91K
|
99
$5.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
99+ 1.0% |
$4.59K - $5.91K
|
10K
$581K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
99+ 0.99% |
$4.59K - $5.91K
|
10.1K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
98+ 1.44% |
$4.54K - $5.85K
|
6.89K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
96+ 0.96% |
$4.45K - $5.74K
|
10.1K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88+ 56.05% |
$4.08K - $5.26K
|
245
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
87+ 1.01% |
$4.03K - $5.2K
|
8.71K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
86+ 0.47% |
$3.99K - $5.14K
|
18.2K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
85+ 0.42% |
$3.94K - $5.08K
|
20.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
85New |
$3.94K - $5.08K
|
85
$4.94K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
83New |
$3.85K - $4.96K
|
83
$4.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 0.3% |
$3.76K - $4.84K
|
27.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80+ 0.89% |
$3.71K - $4.78K
|
9.11K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
77+ 1.35% |
$3.57K - $4.6K
|
5.78K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
73+ 0.67% |
$3.39K - $4.36K
|
11K
$638K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.19% |
$3.34K - $4.3K
|
38.7K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
71+ 1.58% |
$3.29K - $4.24K
|
4.57K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
70New |
$3.25K - $4.18K
|
70
$4.07K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
67+ 43.23% |
$3.11K - $4K
|
222
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 4.83% |
$2.97K - $3.82K
|
1.39K
$80.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
59+ 29.5% |
$2.74K - $3.52K
|
259
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
55+ 0.72% |
$2.55K - $3.29K
|
7.67K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.82% |
$2.32K - $2.99K
|
6.15K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
48+ 0.84% |
$2.23K - $2.87K
|
5.75K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
47+ 0.89% |
$2.18K - $2.81K
|
5.35K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 0.19% |
$2.18K - $2.81K
|
24.4K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 0.43% |
$2.18K - $2.81K
|
10.9K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46+ 0.72% |
$2.13K - $2.75K
|
6.45K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 34.43% |
$1.95K - $2.51K
|
164
$9.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 15.54% |
$1.81K - $2.33K
|
290
$16.8K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
39New |
$1.81K - $2.33K
|
39
$2.27K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
39+ 0.06% |
$1.81K - $2.33K
|
66.7K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 0.57% |
$1.76K - $2.27K
|
6.74K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 0.42% |
$1.72K - $2.21K
|
8.87K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
35+ 0.02% |
$1.62K - $2.09K
|
178K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$1.62K - $2.09K
|
35
$2.03K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
33New |
$1.53K - $1.97K
|
33
$1.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 2.14% |
$1.39K - $1.79K
|
1.44K
$83.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30+ 3.35% |
$1.39K - $1.79K
|
926
$53.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29+ 6.16% |
$1.34K - $1.73K
|
500
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
28+ 0.6% |
$1.3K - $1.67K
|
4.71K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27+ 0.13% |
$1.25K - $1.61K
|
21.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 3.38% |
$1.21K - $1.55K
|
796
$46.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25+ 0.3% |
$1.16K - $1.49K
|
8.28K
$481K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
24New |
$1.11K - $1.43K
|
24
$1.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.87% |
$1.07K - $1.37K
|
2.66K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 2.38% |
$1.07K - $1.37K
|
990
$57.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
21+ 5.71% |
$974 - $1.25K
|
389
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
21New |
$974 - $1.25K
|
21
$1.22K
|