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 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 0.34% |
$56.6 - $65.9
|
594
$34.6K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 2.08% |
$84.9 - $98.9
|
141
$8.22K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 0.15% |
$113 - $132
|
2.67K
$155K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 0.07% |
$198 - $231
|
10.2K
$594K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 0.01% |
$283 - $330
|
87K
$5.07M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10- 1.4% |
$283 - $330
|
704
$41K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.04% |
$311 - $363
|
31.4K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.3% |
$368 - $428
|
4.39K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 2.72% |
$396 - $461
|
500
$29.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-16- 0.1% |
$453 - $527
|
16.5K
$963K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-16- 0.21% |
$453 - $527
|
7.52K
$438K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-20- 0.13% |
$566 - $659
|
15.3K
$894K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 0.32% |
$651 - $758
|
7.14K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-26- 0.08% |
$736 - $857
|
30.9K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26- 3.27% |
$736 - $857
|
769
$44.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-29- 50.0% |
$821 - $956
|
29
$1.69K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-32- 0.39% |
$906 - $1.05K
|
8.19K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 17.02% |
$906 - $1.05K
|
156
$9.09K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-36- 0.4% |
$1.02K - $1.19K
|
9.02K
$525K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-38- 1.57% |
$1.08K - $1.25K
|
2.38K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-39- 0.26% |
$1.1K - $1.29K
|
14.9K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-39- 0.27% |
$1.1K - $1.29K
|
14.6K
$851K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.22% |
$1.13K - $1.32K
|
18.4K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-40- 3.51% |
$1.13K - $1.32K
|
1.1K
$64.1K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 24.1% |
$1.13K - $1.32K
|
126
$7.34K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-41- 0.49% |
$1.16K - $1.35K
|
8.37K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43- 0.17% |
$1.22K - $1.42K
|
25.4K
$1.48M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-49- 66.22% |
$1.39K - $1.62K
|
25
$1.46K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-60- 0.83% |
$1.7K - $1.98K
|
7.13K
$416K
|
|
|
Apr 12, 2023
Q1 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-63- 0.1% |
$1.78K - $2.08K
|
62.2K
$3.62M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-79- 0.96% |
$2.24K - $2.6K
|
8.17K
$476K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-79- 40.72% |
$2.24K - $2.6K
|
115
$6.7K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 0.14% |
$2.43K - $2.83K
|
59.9K
$3.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-90- 0.34% |
$2.55K - $2.97K
|
26.6K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-93- 67.88% |
$2.63K - $3.07K
|
44
$2.56K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 0.67% |
$2.63K - $3.07K
|
13.8K
$802K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-94- 1.02% |
$2.66K - $3.1K
|
9.09K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-94- 0.92% |
$2.66K - $3.1K
|
10.1K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 23.22% |
$2.77K - $3.23K
|
324
$18.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 8.62% |
$2.83K - $3.3K
|
1.06K
$61.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-100- 0.65% |
$2.83K - $3.3K
|
15.2K
$887K
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-100- 0.07% |
$2.83K - $3.3K
|
145K
$8.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-102- 0.44% |
$2.89K - $3.36K
|
22.8K
$1.33M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-106Closed |
$3K - $3.49K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-114- 1.05% |
$3.23K - $3.76K
|
10.7K
$626K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-118- 11.03% |
$3.34K - $3.89K
|
952
$55.5K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-138- 55.42% |
$3.91K - $4.55K
|
111
$6.47K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-145- 1.77% |
$4.1K - $4.78K
|
8.03K
$468K
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-150- 1.61% |
$4.25K - $4.94K
|
9.18K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-150- 0.3% |
$4.25K - $4.94K
|
49.8K
$2.9M
|