Latest Institutional Purchases of Williams Companies, Inc. (WMB)
This list provides information on the latest institutional transactions involving Williams Companies, Inc. (WMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.27KNew |
$179K - $205K
|
6.27K
$362K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.22KNew |
$178K - $203K
|
6.22K
$360K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.15KNew |
$176K - $201K
|
6.15K
$355K
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.02K+ 5.08% |
$86.2K - $98.5K
|
62.4K
$3.61M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.79K+ 411.34% |
$79.8K - $91.1K
|
3.47K
$201K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.61K+ 31.35% |
$74.6K - $85.2K
|
10.9K
$633K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.28K+ 10.27% |
$65K - $74.3K
|
24.5K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
1.89KNew |
$53.8K - $61.5K
|
1.89K
$109K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$46.5K - $53.2K
|
1.63K
$94.2K
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
750New |
$21.4K - $24.5K
|
750
$43.4K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
701+ 23.37% |
$20K - $22.9K
|
3.7K
$214K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
500New |
$14.3K - $16.3K
|
500
$28.9K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
365New |
$10.4K - $11.9K
|
365
$21.1K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$1.74K - $1.99K
|
61
$3.53K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$343 - $392
|
12
$694
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.15% |
$143 - $163
|
3.35K
$194K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
86.9KNew |
$2.46M - $2.86M
|
86.9K
$5.02M
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
71.2KNew |
$2.01M - $2.35M
|
71.2K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
63.8KNew |
$1.81M - $2.1M
|
63.8K
$3.69M
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
62.2KNew |
$1.76M - $2.05M
|
62.2K
$3.59M
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
46.1KNew |
$1.3M - $1.52M
|
46.1K
$2.66M
|
|
May 12, 2023
Q1 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
35KNew |
$991K - $1.15M
|
35K
$2.02M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34.6KNew |
$979K - $1.14M
|
34.6K
$2M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
33.5K+ 98.47% |
$947K - $1.1M
|
67.5K
$3.9M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
28KNew |
$792K - $923K
|
28K
$1.62M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.4KNew |
$408K - $476K
|
14.4K
$834K
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 17.24% |
$334K - $389K
|
80.2K
$4.64M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$331K - $386K
|
11.7K
$677K
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
11.6K+ 134.27% |
$329K - $383K
|
20.3K
$1.17M
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
11KNew |
$310K - $362K
|
11K
$634K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
8.42K+ 101.69% |
$238K - $277K
|
16.7K
$965K
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
6.24K+ 1.03% |
$177K - $206K
|
615K
$35.5M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.35K+ 11.93% |
$123K - $143K
|
40.8K
$2.36M
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.51KNew |
$99.2K - $116K
|
3.51K
$203K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.98KNew |
$55.9K - $65.2K
|
1.98K
$114K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$41K - $47.8K
|
1.45K
$83.8K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 75.56% |
$30.8K - $35.9K
|
2.53K
$146K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
1.08K+ 1.75% |
$30.6K - $35.7K
|
62.9K
$3.63M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.02K+ 7.68% |
$28.8K - $33.6K
|
14.3K
$825K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1K+ 54.7% |
$28.3K - $33K
|
2.83K
$163K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
841New |
$23.8K - $27.7K
|
841
$48.6K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
775New |
$21.9K - $25.5K
|
775
$44.8K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
689New |
$19.5K - $22.7K
|
689
$39.8K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
684New |
$19.4K - $22.5K
|
684
$39.5K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
529New |
$15K - $17.4K
|
529
$30.6K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500+ 38.46% |
$14.2K - $16.5K
|
1.8K
$104K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
475+ 5.89% |
$13.4K - $15.7K
|
8.54K
$493K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
283+ 3.87% |
$8.01K - $9.33K
|
7.59K
$439K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
175+ 29.91% |
$4.95K - $5.77K
|
760
$43.9K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$4.25K - $4.94K
|
150
$8.67K
|