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 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-150- 0.7% |
$4.25K - $4.94K
|
21.2K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-152- 36.19% |
$4.3K - $5.01K
|
268
$15.6K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-152- 0.88% |
$4.3K - $5.01K
|
17.2K
$1M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-154- 28.41% |
$4.36K - $5.08K
|
388
$22.6K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-155- 1.63% |
$4.39K - $5.11K
|
9.34K
$544K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-158- 2.22% |
$4.47K - $5.21K
|
6.97K
$406K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-160- 37.12% |
$4.53K - $5.27K
|
271
$15.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-164- 2.37% |
$4.64K - $5.41K
|
6.77K
$394K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-165- 60.89% |
$4.67K - $5.44K
|
106
$6.18K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-169- 1.39% |
$4.78K - $5.57K
|
12K
$700K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-171- 1.96% |
$4.84K - $5.64K
|
8.55K
$498K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-181- 2.19% |
$5.12K - $5.97K
|
8.07K
$470K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 1.56% |
$5.66K - $6.59K
|
12.6K
$736K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-200Closed |
$5.66K - $6.59K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 6.82% |
$5.66K - $6.59K
|
2.73K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-205- 0.22% |
$5.8K - $6.76K
|
93.1K
$5.42M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-218- 26.65% |
$6.17K - $7.19K
|
600
$35K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-220- 0.68% |
$6.23K - $7.25K
|
32.2K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-221- 2.05% |
$6.25K - $7.28K
|
10.5K
$614K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-222- 2.47% |
$6.28K - $7.32K
|
8.78K
$512K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-225- 0.27% |
$6.37K - $7.42K
|
81.6K
$4.76M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-230- 1.3% |
$6.51K - $7.58K
|
17.4K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 1.78% |
$6.57K - $7.65K
|
12.8K
$744K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-235- 1.57% |
$6.65K - $7.75K
|
14.7K
$857K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-261- 16.66% |
$7.39K - $8.6K
|
1.31K
$76.1K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-271- 1.81% |
$7.67K - $8.93K
|
14.7K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-272- 1.82% |
$7.7K - $8.97K
|
14.7K
$855K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-275- 13.45% |
$7.78K - $9.06K
|
1.77K
$103K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-277- 2.38% |
$7.84K - $9.13K
|
11.4K
$662K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-279- 23.17% |
$7.9K - $9.2K
|
925
$53.9K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-283- 0.62% |
$8.01K - $9.33K
|
45K
$2.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-296- 4.2% |
$8.38K - $9.76K
|
6.76K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 2.17% |
$8.49K - $9.89K
|
13.5K
$788K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319- 4.15% |
$9.03K - $10.5K
|
7.36K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-322- 2.42% |
$9.11K - $10.6K
|
13K
$756K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-329- 0.75% |
$9.31K - $10.8K
|
43.3K
$2.53M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-338- 1.04% |
$9.57K - $11.1K
|
32.2K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-347- 35.34% |
$9.82K - $11.4K
|
635
$37K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-355- 3.67% |
$10K - $11.7K
|
9.32K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-358- 3.43% |
$10.1K - $11.8K
|
10.1K
$588K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-361- 1.02% |
$10.2K - $11.9K
|
35.1K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-365- 0.4% |
$10.3K - $12K
|
91.9K
$5.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-372- 1.55% |
$10.5K - $12.3K
|
23.7K
$1.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-374- 3.45% |
$10.6K - $12.3K
|
10.5K
$610K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-374- 1.46% |
$10.6K - $12.3K
|
25.3K
$1.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-377- 2.47% |
$10.7K - $12.4K
|
14.9K
$869K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-383- 43.37% |
$10.8K - $12.6K
|
500
$29.1K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 70.18% |
$11.3K - $13.2K
|
170
$9.91K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-401- 1.46% |
$11.3K - $13.2K
|
27.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-402- 6.07% |
$11.4K - $13.2K
|
6.22K
$363K
|