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 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-413- 1.97% |
$11.7K - $13.6K
|
20.5K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-416- 1.87% |
$11.8K - $13.7K
|
21.8K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-421- 0.41% |
$11.9K - $13.9K
|
104K
$6.03M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-421- 1.14% |
$11.9K - $13.9K
|
36.5K
$2.13M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-421- 1.14% |
$11.9K - $13.9K
|
36.5K
$2.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-426- 10.77% |
$12.1K - $14K
|
3.53K
$206K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-437- 4.93% |
$12.4K - $14.4K
|
8.43K
$491K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-438- 2.66% |
$12.4K - $14.4K
|
16K
$933K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-444- 21.75% |
$12.6K - $14.6K
|
1.6K
$93.1K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-451- 1.75% |
$12.8K - $14.9K
|
25.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-466- 6.11% |
$13.2K - $15.4K
|
7.17K
$418K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-479- 1.59% |
$13.6K - $15.8K
|
29.7K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-482- 2.82% |
$13.6K - $15.9K
|
16.6K
$967K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-493- 6.01% |
$14K - $16.2K
|
7.7K
$449K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-546- 6.38% |
$15.5K - $18K
|
8.01K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-558- 1.61% |
$15.8K - $18.4K
|
34.1K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-587- 5.28% |
$16.6K - $19.3K
|
10.5K
$614K
|
|
|
May 08, 2023
Q1 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-600- 0.18% |
$17K - $19.8K
|
328K
$19.1M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-608- 0.33% |
$17.2K - $20K
|
184K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-631- 4.93% |
$17.9K - $20.8K
|
12.2K
$710K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-636- 5.41% |
$18K - $21K
|
11.1K
$648K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-651- 83.04% |
$18.4K - $21.5K
|
133
$7.75K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-670- 8.59% |
$19K - $22.1K
|
7.13K
$415K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-673- 6.39% |
$19K - $22.2K
|
9.87K
$575K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-679- 18.46% |
$19.2K - $22.4K
|
3K
$175K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-699- 8.89% |
$19.8K - $23K
|
7.16K
$417K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-723- 1.69% |
$20.5K - $23.8K
|
42K
$2.45M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-734- 8.32% |
$20.8K - $24.2K
|
8.09K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-774- 0.33% |
$21.9K - $25.5K
|
231K
$13.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-776- 1.03% |
$22K - $25.6K
|
74.5K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-792- 2.7% |
$22.4K - $26.1K
|
28.5K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-810- 10.13% |
$22.9K - $26.7K
|
7.19K
$419K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-820- 5.2% |
$23.2K - $27K
|
14.9K
$870K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-821- 3.99% |
$23.2K - $27.1K
|
19.7K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-834- 23.47% |
$23.6K - $27.5K
|
2.72K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-843- 1.23% |
$23.9K - $27.8K
|
67.5K
$3.93M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-939- 3.47% |
$26.6K - $30.9K
|
26.2K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-950- 0.38% |
$26.9K - $31.3K
|
251K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-959- 12.17% |
$27.1K - $31.6K
|
6.92K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-972- 9.76% |
$27.5K - $32K
|
8.98K
$523K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-983- 3.86% |
$27.8K - $32.4K
|
24.5K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-985- 3.41% |
$27.9K - $32.5K
|
27.9K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-1K- 1.31% |
$28.3K - $33K
|
75.5K
$4.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.01K- 10.75% |
$28.4K - $33.1K
|
8.35K
$486K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.02K- 3.11% |
$29K - $33.7K
|
31.9K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.02K- 69.95% |
$29K - $33.8K
|
440
$25.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-1.03K- 6.66% |
$29.1K - $33.8K
|
14.4K
$839K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.1K- 4.59% |
$31.1K - $36.2K
|
22.8K
$1.33M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.12K- 3.03% |
$31.8K - $37K
|
35.9K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.13K- 5.56% |
$31.9K - $37.2K
|
19.1K
$1.12M
|