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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
86+ 17.34% |
$2.43K - $2.83K
|
582
$33.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
77New |
$2.18K - $2.54K
|
77
$4.49K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 9.12% |
$2.15K - $2.5K
|
909
$53K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 2.29% |
$2.07K - $2.41K
|
3.27K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68+ 24.55% |
$1.92K - $2.24K
|
345
$20.1K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
67+ 0.22% |
$1.9K - $2.21K
|
30.7K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
60+ 1.54% |
$1.7K - $1.98K
|
3.94K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
58+ 3.43% |
$1.64K - $1.91K
|
1.75K
$102K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 0.19% |
$1.58K - $1.85K
|
28.9K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
56+ 0.37% |
$1.58K - $1.85K
|
15K
$875K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
48New |
$1.36K - $1.58K
|
48
$2.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 1.19% |
$1.3K - $1.52K
|
3.9K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$1.27K - $1.48K
|
45
$2.62K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
42+ 0.51% |
$1.19K - $1.38K
|
8.31K
$484K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
38+ 0.17% |
$1.08K - $1.25K
|
22K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.32% |
$934 - $1.09K
|
2.53K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
31+ 3.87% |
$877 - $1.02K
|
833
$48.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$849 - $989
|
30
$1.75K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 54.55% |
$849 - $989
|
85
$4.95K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$849 - $989
|
30
$1.75K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
29+ 0.22% |
$821 - $956
|
13.5K
$787K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
28+ 0.03% |
$792 - $923
|
107K
$6.21M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27New |
$764 - $890
|
27
$1.57K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26+ 2.24% |
$736 - $857
|
1.19K
$69.1K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24+ 1.56% |
$679 - $791
|
1.57K
$91.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
23+ 0.1% |
$651 - $758
|
23.6K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$651 - $758
|
23
$1.34K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.3% |
$623 - $725
|
7.38K
$430K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 1.52% |
$623 - $725
|
1.47K
$85.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 475.0% |
$538 - $626
|
23
$1.34K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
17New |
$481 - $560
|
17
$991
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
16+ 28.07% |
$453 - $527
|
73
$4.25K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.07% |
$425 - $494
|
23.1K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 0.15% |
$396 - $461
|
9.21K
$537K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
14+ 0.04% |
$396 - $461
|
39.3K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10+ 0.05% |
$283 - $330
|
19.3K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9New |
$255 - $297
|
9
$524
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.02% |
$255 - $297
|
38.9K
$2.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.11% |
$226 - $264
|
6.97K
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 1.48% |
$226 - $264
|
549
$32K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.05% |
$142 - $165
|
9.7K
$565K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5+ 0.03% |
$142 - $165
|
18K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.02% |
$113 - $132
|
18.9K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.05% |
$113 - $132
|
8.77K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
4+ 0.0% |
$113 - $132
|
207K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 2.02% |
$113 - $132
|
202
$11.8K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 1.9% |
$113 - $132
|
215
$12.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.72% |
$84.9 - $98.9
|
177
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2+ 0.71% |
$56.6 - $65.9
|
285
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.9% |
$28.3 - $33
|
112
$6.53K
|