Purchases and Sales Made in Q1 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q1 2023. The information is specifically focused on institutions that hold shares of WILLIAMS COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
307+ 57.82% |
$8.69K - $10.1K
|
838
$48.8K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
307+ 57.82% |
$8.69K - $10.1K
|
838
$48.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
301+ 1.12% |
$8.52K - $9.92K
|
27.2K
$1.58M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
288+ 3.74% |
$8.15K - $9.49K
|
7.98K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
283+ 3.87% |
$8.01K - $9.33K
|
7.59K
$442K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
281+ 3.82% |
$7.95K - $9.26K
|
7.63K
$445K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
281+ 0.37% |
$7.95K - $9.26K
|
76.6K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
279+ 0.27% |
$7.9K - $9.2K
|
104K
$6.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
273+ 1.34% |
$7.73K - $9K
|
20.6K
$1.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
267+ 1.2% |
$7.56K - $8.8K
|
22.6K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
259+ 0.86% |
$7.33K - $8.54K
|
30.4K
$1.77M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
258+ 27.27% |
$7.3K - $8.5K
|
1.2K
$70.2K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
257+ 0.31% |
$7.27K - $8.47K
|
83.5K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
257+ 167.97% |
$7.27K - $8.47K
|
410
$23.9K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
247+ 0.47% |
$6.99K - $8.14K
|
52.4K
$3.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
241+ 15.0% |
$6.82K - $7.94K
|
1.85K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
235+ 2.41% |
$6.65K - $7.75K
|
10K
$583K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
226+ 23.84% |
$6.4K - $7.45K
|
1.17K
$68.4K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
226+ 0.49% |
$6.4K - $7.45K
|
46K
$2.68M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
219New |
$6.2K - $7.22K
|
219
$12.8K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
213+ 0.16% |
$6.03K - $7.02K
|
135K
$7.88M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
207+ 0.39% |
$5.86K - $6.82K
|
52.8K
$3.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
205+ 2.31% |
$5.8K - $6.76K
|
9.09K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
202+ 2.2% |
$5.72K - $6.66K
|
9.39K
$547K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
200New |
$5.66K - $6.59K
|
200
$11.7K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
200+ 12.99% |
$5.66K - $6.59K
|
1.74K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
200+ 1.78% |
$5.66K - $6.59K
|
11.5K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
197+ 3.92% |
$5.58K - $6.49K
|
5.23K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
194+ 0.74% |
$5.49K - $6.39K
|
26.5K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
192+ 0.4% |
$5.43K - $6.33K
|
48.5K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
190+ 1.13% |
$5.38K - $6.26K
|
17K
$993K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
177+ 43.7% |
$5.01K - $5.83K
|
582
$33.9K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
176+ 1100.0% |
$4.98K - $5.8K
|
192
$11.2K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
175+ 29.91% |
$4.95K - $5.77K
|
760
$44.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
167+ 0.39% |
$4.73K - $5.5K
|
43K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
150+ 1.94% |
$4.25K - $4.94K
|
7.88K
$459K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$4.25K - $4.94K
|
150
$8.74K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
136+ 1.0% |
$3.85K - $4.48K
|
13.7K
$798K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
133+ 1108.33% |
$3.76K - $4.38K
|
145
$8.45K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
113+ 0.96% |
$3.2K - $3.72K
|
11.9K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
113+ 0.3% |
$3.2K - $3.72K
|
38.3K
$2.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
112+ 21.17% |
$3.17K - $3.69K
|
641
$37.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
110+ 18.58% |
$3.11K - $3.63K
|
702
$40.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
108+ 61.71% |
$3.06K - $3.56K
|
283
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
107+ 1.35% |
$3.03K - $3.53K
|
8.03K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
102+ 1.21% |
$2.89K - $3.36K
|
8.55K
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$2.83K - $3.3K
|
100
$5.83K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
92+ 1.05% |
$2.6K - $3.03K
|
8.84K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
92+ 0.21% |
$2.6K - $3.03K
|
43K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
89+ 0.15% |
$2.52K - $2.93K
|
60.1K
$3.5M
|