Latest Institutional Transactions on Williams Companies, Inc. (WMB)
This table provides information on the latest institutional transactions involving Williams Companies, Inc. (WMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.19K+ 4.69% |
$333K - $429K
|
160K
$9.34M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
191+ 4.34% |
$8.86K - $11.4K
|
4.59K
$268K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-61.1K- 1.87% |
$2.83M - $3.65M
|
3.21M
$187M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.14K+ 36.46% |
$238K - $307K
|
19.2K
$1.12M
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.13K- 1.23% |
$52.4K - $67.6K
|
90.7K
$5.29M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13.3K+ 75.88% |
$617K - $795K
|
30.9K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24K+ 31.8% |
$1.11M - $1.43M
|
99.5K
$5.8M
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-638- 7.18% |
$29.6K - $38.1K
|
8.25K
$481K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-379K- 22.49% |
$17.6M - $22.7M
|
1.31M
$76.1M
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
23.3KNew |
$1.08M - $1.39M
|
23.3K
$1.36M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.93K- 21.73% |
$89.3K - $115K
|
6.94K
$404K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.43K+ 12.16% |
$206K - $265K
|
40.9K
$2.38M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-162K- 7.85% |
$7.51M - $9.67M
|
1.9M
$111M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.24K- 2.36% |
$243K - $313K
|
217K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.06% |
$464 - $597
|
17.7K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
848+ 10.45% |
$39.3K - $50.7K
|
8.96K
$522K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 25.65% |
$1.16M - $1.5M
|
72.7K
$4.24M
|
|
Feb 07, 2025
Q4 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-527K- 6.33% |
$24.4M - $31.5M
|
7.8M
$455M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
408+ 0.86% |
$18.9K - $24.4K
|
47.7K
$2.78M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 5.57% |
$51.4K - $66.2K
|
18.8K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$192K - $248K
|
4.15K
$242K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
21New |
$974 - $1.25K
|
21
$1.22K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.38K- 36.17% |
$110K - $142K
|
4.2K
$245K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.52K+ 1.59% |
$70.6K - $90.9K
|
97.5K
$5.68M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.36K- 7.45% |
$63.2K - $81.5K
|
17K
$988K
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.12K+ 7.51% |
$51.7K - $66.7K
|
16K
$932K
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-979- 0.74% |
$45.4K - $58.5K
|
131K
$7.64M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 7.88% |
$97.3K - $125K
|
28.7K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.6K+ 33.92% |
$74.1K - $95.5K
|
6.31K
$368K
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-13.9K- 14.89% |
$646K - $832K
|
79.7K
$4.64M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.1K+ 31.89% |
$1.35M - $1.74M
|
121K
$7.02M
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
4.65K+ 0.41% |
$215K - $278K
|
1.14M
$66.4M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
967+ 10.59% |
$44.8K - $57.8K
|
10.1K
$589K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
167K+ 2.3% |
$7.73M - $9.96M
|
7.41M
$432M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-56- 0.2% |
$2.6K - $3.35K
|
28.4K
$1.65M
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.62K+ 42.27% |
$122K - $157K
|
8.83K
$515K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.33% |
$51K - $65.7K
|
331K
$19.3M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.67K+ 23.38% |
$263K - $339K
|
29.9K
$1.74M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
808New |
$37.5K - $48.3K
|
808
$47.1K
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.41K- 2.32% |
$112K - $144K
|
101K
$5.91M
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
234K+ 2.86% |
$10.9M - $14M
|
8.43M
$491M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
457+ 0.69% |
$21.2K - $27.3K
|
67.1K
$3.91M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-56- 0.61% |
$2.6K - $3.35K
|
9.13K
$532K
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-353- 5.56% |
$16.4K - $21.1K
|
6K
$350K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-47K- 3.94% |
$2.18M - $2.81M
|
1.15M
$66.8M
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.45K- 15.57% |
$67.2K - $86.6K
|
7.86K
$458K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
553+ 2.52% |
$25.6K - $33K
|
22.5K
$1.31M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-14.6K- 10.32% |
$679K - $875K
|
127K
$7.42M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
39New |
$1.81K - $2.33K
|
39
$2.27K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-930- 1.9% |
$43.1K - $55.6K
|
48K
$2.8M
|