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 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
127+ 0.19% |
$3.72K - $4.44K
|
65.9K
$3.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
25KNew |
$733K - $874K
|
25K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.22KNew |
$182K - $218K
|
6.22K
$364K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
345+ 0.45% |
$10.1K - $12.1K
|
76.9K
$4.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-40.9K- 14.18% |
$1.2M - $1.43M
|
248K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.54KNew |
$192K - $229K
|
6.54K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-115- 2.79% |
$3.37K - $4.02K
|
4K
$234K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
402+ 17.79% |
$11.8K - $14.1K
|
2.66K
$156K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 3.67% |
$47.1K - $56.2K
|
42.1K
$2.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-5.46K- 98.25% |
$160K - $191K
|
97
$5.67K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-760- 0.58% |
$22.3K - $26.6K
|
130K
$7.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
12.6KNew |
$368K - $440K
|
12.6K
$734K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-467- 89.12% |
$13.7K - $16.3K
|
57
$3.33K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 1.12% |
$58.6 - $70
|
181
$10.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 50.0% |
$3.81K - $4.55K
|
130
$7.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-17K- 15.29% |
$499K - $596K
|
94.4K
$5.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
957New |
$28K - $33.5K
|
957
$55.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
192New |
$5.63K - $6.72K
|
192
$11.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$52K - $62.1K
|
1.77K
$104K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.07KNew |
$31.3K - $37.4K
|
1.07K
$62.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
359New |
$10.5K - $12.6K
|
359
$21K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.25KNew |
$36.6K - $43.7K
|
1.25K
$73.1K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.55K+ 22.83% |
$72.4K - $90.6K
|
13.7K
$801K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.43K- 1.21% |
$97.5K - $122K
|
279K
$16.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.26K+ 6.29% |
$64.2K - $80.5K
|
38.2K
$2.23M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
1KNew |
$28.4K - $35.6K
|
1K
$58.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
10.4K+ 3.73% |
$297K - $372K
|
290K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
25.6KNew |
$727K - $910K
|
25.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
38New |
$1.08K - $1.35K
|
38
$2.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
13.7KNew |
$389K - $488K
|
13.7K
$801K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
920+ 2.59% |
$26.1K - $32.8K
|
36.5K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
21.4K+ 138.9% |
$609K - $763K
|
36.9K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
719+ 28.76% |
$20.4K - $25.6K
|
3.22K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$200K - $250K
|
7.03K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$7.11K - $8.9K
|
250
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
350+ 4.3% |
$9.95K - $12.5K
|
8.5K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.99KNew |
$56.6K - $71K
|
1.99K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.8K+ 9.8% |
$306K - $383K
|
121K
$7.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.1KNew |
$287K - $359K
|
10.1K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.8MClosed |
$79.5M - $99.6M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-15.6K- 36.49% |
$443K - $555K
|
27.2K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-905- 6.58% |
$25.7K - $32.2K
|
12.9K
$751K
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
255K+ 7.58% |
$7.25M - $9.08M
|
3.62M
$211M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-77K- 3.55% |
$2.19M - $2.74M
|
2.09M
$122M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.1K+ 56.4% |
$515K - $645K
|
50.3K
$2.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17.4KNew |
$494K - $619K
|
17.4K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
150+ 28.68% |
$4.26K - $5.34K
|
673
$39.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
500+ 5.18% |
$14.2K - $17.8K
|
10.2K
$593K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
157New |
$4.46K - $5.59K
|
157
$9.18K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.41K+ 3.67% |
$40.1K - $50.3K
|
39.9K
$2.33M
|
|