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 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 0.92% |
$232 - $299
|
547
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.49K- 1.69% |
$301K - $388K
|
379K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.38K- 21.44% |
$110K - $142K
|
8.71K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
4.76KNew |
$221K - $284K
|
4.76K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 0.57% |
$1.76K - $2.27K
|
6.74K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-164- 3.09% |
$7.6K - $9.8K
|
5.14K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.15K- 12.86% |
$99.6K - $128K
|
14.6K
$851K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.09% |
$46.4 - $59.7
|
93
$5.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88+ 56.05% |
$4.08K - $5.26K
|
245
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
15.2K+ 11.24% |
$704K - $907K
|
150K
$8.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.57K- 8.83% |
$119K - $154K
|
26.6K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-18- 0.14% |
$835 - $1.08K
|
13.1K
$767K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.8K+ 324.06% |
$501K - $645K
|
14.1K
$826K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.67K- 99.53% |
$216K - $279K
|
22
$1.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 6.57% |
$57.2K - $73.7K
|
20K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8New |
$371 - $478
|
8
$468
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 11.5% |
$51.9K - $66.9K
|
8.62K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.16KNew |
$193K - $249K
|
4.16K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$225K - $289K
|
4.84K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.77K+ 22.45% |
$360K - $464K
|
42.4K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.74K+ 625.18% |
$80.6K - $104K
|
2.02K
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.58KNew |
$398K - $513K
|
8.58K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
47.1KNew |
$2.19M - $2.82M
|
47.1K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
568+ 7.42% |
$26.3K - $33.9K
|
8.22K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.96KNew |
$230K - $296K
|
4.96K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 35.59% |
$87.4K - $113K
|
7.18K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.61K- 1.17% |
$121K - $156K
|
221K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.86K+ 12.04% |
$318K - $410K
|
63.8K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.36K- 16.53% |
$62.9K - $81K
|
6.85K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-22- 0.49% |
$1.02K - $1.31K
|
4.5K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
87+ 1.01% |
$4.03K - $5.2K
|
8.71K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-12.9K- 8.28% |
$599K - $772K
|
143K
$8.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 9.09% |
$4.64K - $5.97K
|
1K
$58.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.53K- 14.45% |
$71.1K - $91.6K
|
9.09K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-419- 4.69% |
$19.4K - $25K
|
8.52K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.37K- 25.88% |
$63.5K - $81.8K
|
3.92K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-100- 1.76% |
$4.64K - $5.97K
|
5.58K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-291- 91.22% |
$13.5K - $17.4K
|
28
$1.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.41K+ 233.91% |
$158K - $204K
|
4.87K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.28K- 19.78% |
$106K - $136K
|
9.25K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-33.9K- 3.24% |
$1.57M - $2.02M
|
1.01M
$59.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.8K- 1.98% |
$222K - $287K
|
237K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
220+ 0.51% |
$10.2K - $13.1K
|
43.6K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
971+ 0.93% |
$45K - $58K
|
106K
$6.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
105+ 2.29% |
$4.87K - $6.27K
|
4.69K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
69.9K+ 198.78% |
$3.24M - $4.18M
|
105K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.13% |
$6.49K - $8.36K
|
104K
$6.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.4K+ 10.97% |
$111K - $144K
|
24.3K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.74KNew |
$312K - $402K
|
6.74K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.27K+ 4.57% |
$198K - $255K
|
97.8K
$5.72M
|