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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-19.2K- 30.44% |
$1.04M - $1.2M
|
43.8K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
15.9KNew |
$865K - $1M
|
15.9K
$971K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.82KNew |
$262K - $303K
|
4.82K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
240+ 104.8% |
$13K - $15.1K
|
469
$28.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.9K- 23.85% |
$103K - $120K
|
6.08K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-466- 7.57% |
$25.3K - $29.3K
|
5.69K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 4.54% |
$12.4K - $14.4K
|
4.81K
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-345- 3.98% |
$18.7K - $21.7K
|
8.32K
$507K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 3.86% |
$91.5K - $106K
|
41.9K
$2.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.05K- 30.39% |
$166K - $192K
|
6.98K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
27New |
$1.47K - $1.7K
|
27
$1.65K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-35- 7.22% |
$1.9K - $2.2K
|
450
$27.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-196K- 43.89% |
$10.6M - $12.3M
|
250K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
105+ 29.91% |
$5.7K - $6.6K
|
456
$27.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$1.09K - $1.26K
|
20
$1.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$228K - $264K
|
4.2K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 39.23% |
$751K - $869K
|
21.4K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Mercuria Capital Strategies, LLC
Houston, TX |
BUY
|
- |
500KNew |
$27.2M - $31.4M
|
500K
$30.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35+ 0.83% |
$1.9K - $2.2K
|
4.23K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-100- 0.18% |
$5.43K - $6.29K
|
54.5K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
349New |
$19K - $21.9K
|
349
$21.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
16.8K+ 3.46% |
$913K - $1.06M
|
503K
$30.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-665- 5.45% |
$36.1K - $41.8K
|
11.5K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.98KNew |
$216K - $250K
|
3.98K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.21KNew |
$174K - $202K
|
3.21K
$196K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-500- 11.67% |
$27.2K - $31.4K
|
3.78K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.21KNew |
$446K - $516K
|
8.21K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-135- 2.47% |
$7.33K - $8.49K
|
5.33K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.02K- 20.39% |
$55.4K - $64.1K
|
3.98K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-239- 5.54% |
$13K - $15K
|
4.08K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
90+ 6.0% |
$4.89K - $5.66K
|
1.59K
$97K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-10.9K- 70.29% |
$590K - $683K
|
4.59K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-727- 9.09% |
$39.5K - $45.7K
|
7.27K
$444K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-448- 11.3% |
$24.3K - $28.2K
|
3.52K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-411- 13.73% |
$22.3K - $25.8K
|
2.58K
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
163+ 1.65% |
$8.86K - $10.2K
|
10K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
152+ 11.28% |
$8.26K - $9.56K
|
1.5K
$91.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
143+ 47.67% |
$7.77K - $8.99K
|
443
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.47K- 2.93% |
$134K - $155K
|
81.9K
$4.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
56+ 25.81% |
$3.04K - $3.52K
|
273
$16.7K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.73K+ 358.61% |
$148K - $172K
|
3.49K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43New |
$2.34K - $2.7K
|
43
$2.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.73KNew |
$203K - $235K
|
3.73K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
691+ 9.97% |
$37.5K - $43.4K
|
7.62K
$465K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-853- 5.24% |
$46.3K - $53.6K
|
15.4K
$940K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
5KNew |
$272K - $314K
|
5K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-155- 0.28% |
$8.42K - $9.74K
|
56K
$3.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.7K- 57.45% |
$147K - $170K
|
2K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-51- 32.28% |
$2.77K - $3.21K
|
107
$6.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
655+ 4.78% |
$35.6K - $41.2K
|
14.4K
$876K
|
|