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 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
34+ 1.75% |
$1.12K - $1.27K
|
1.98K
$114K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
100New |
$3.29K - $3.73K
|
100
$5.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-35- 0.55% |
$1.15K - $1.3K
|
6.38K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 0.33% |
$3.29K - $3.73K
|
29.8K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$133K - $151K
|
4.05K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
155KNew |
$5.1M - $5.78M
|
155K
$8.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.69K+ 3.8% |
$220K - $249K
|
183K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
191KNew |
$6.27M - $7.1M
|
191K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-286K- 49.92% |
$9.43M - $10.7M
|
287K
$16.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$823 - $932
|
25
$1.44K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
12.3KNew |
$405K - $459K
|
12.3K
$707K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-12.6K- 35.78% |
$415K - $469K
|
22.6K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
28.4KNew |
$935K - $1.06M
|
28.4K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.6K- 8.64% |
$52.7K - $59.7K
|
16.9K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-24- 8.7% |
$790 - $895
|
252
$14.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-62- 0.83% |
$2.04K - $2.31K
|
7.36K
$423K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
15.9K+ 37.31% |
$523K - $592K
|
58.4K
$3.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
221+ 1.37% |
$7.28K - $8.24K
|
16.3K
$936K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-45- 52.94% |
$1.48K - $1.68K
|
40
$2.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
659New |
$21.7K - $24.6K
|
659
$37.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.85K- 3.01% |
$193K - $218K
|
189K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
308+ 265.52% |
$10.1K - $11.5K
|
424
$24.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
745New |
$24.5K - $27.8K
|
745
$42.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-619- 7.0% |
$20.4K - $23.1K
|
8.23K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
64New |
$2.11K - $2.39K
|
64
$3.68K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
700New |
$23.1K - $26.1K
|
700
$40.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.68KNew |
$55.3K - $62.6K
|
1.68K
$96.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$217K - $246K
|
6.6K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
245K+ 59.04% |
$8.07M - $9.13M
|
660K
$37.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
908+ 121.07% |
$29.9K - $33.9K
|
1.66K
$95.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
18KNew |
$593K - $671K
|
18K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$32.9K - $37.3K
|
1K
$57.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-651- 20.86% |
$21.4K - $24.3K
|
2.47K
$142K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10KNew |
$329K - $373K
|
10K
$574K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-454- 0.52% |
$15K - $16.9K
|
87K
$5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-677- 1.96% |
$22.3K - $25.2K
|
33.9K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.51K+ 1.19% |
$49.7K - $56.3K
|
129K
$7.39M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
818KNew |
$26.5M - $28.9M
|
818K
$47M
|
|
|
Aug 01, 2024
Q3 2023
|
Maple Brown Abbott LTD
|
SELL
|
- |
-672K- 50.52% |
$21.7M - $23.8M
|
658K
$37.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
350New |
$11.3K - $12.4K
|
350
$20.1K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.88% |
$32.4 - $35.4
|
115
$6.61K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-27.3K- 78.42% |
$882K - $964K
|
7.5K
$431K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30+ 0.2% |
$971 - $1.06K
|
15.1K
$869K
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
14.3K+ 127.69% |
$464K - $507K
|
25.6K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.33K+ 9.87% |
$302K - $330K
|
104K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
10KNew |
$324K - $354K
|
10K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 75.0% |
$19.4K - $21.2K
|
200
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 9.64% |
$49.5K - $54.1K
|
17.4K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-1.45K- 9.78% |
$47K - $51.3K
|
13.4K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
188K+ 222.43% |
$6.1M - $6.67M
|
273K
$15.7M
|
|