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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.98KNew |
$226K - $263K
|
7.98K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.82K+ 40.73% |
$221K - $258K
|
27K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
7.54KNew |
$213K - $248K
|
7.54K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.46K+ 26.05% |
$211K - $246K
|
36.1K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.37KNew |
$209K - $243K
|
7.37K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.33K+ 2.26% |
$207K - $242K
|
332K
$19.2M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7.32KNew |
$207K - $241K
|
7.32K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
7.17K+ 4.78% |
$203K - $236K
|
157K
$9.07M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.15K+ 2.73% |
$202K - $236K
|
269K
$15.6M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.1K+ 7.88% |
$201K - $234K
|
97.3K
$5.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.06K+ 6.83% |
$200K - $233K
|
110K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.05K+ 10.97% |
$200K - $232K
|
71.4K
$4.12M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.02K+ 2.13% |
$199K - $232K
|
336K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6.92K+ 2.64% |
$196K - $228K
|
270K
$15.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
6.78KNew |
$192K - $223K
|
6.78K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.51K+ 44.36% |
$184K - $214K
|
21.2K
$1.22M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.4K+ 17.97% |
$181K - $211K
|
42K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
6.24K+ 1.03% |
$177K - $206K
|
615K
$35.5M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.2K+ 0.44% |
$175K - $204K
|
1.41M
$81.4M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.16K+ 3.39% |
$174K - $203K
|
188K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.13K+ 30.79% |
$174K - $202K
|
26K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
6.12K+ 1.24% |
$173K - $202K
|
501K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.11K+ 4.69% |
$173K - $201K
|
136K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.06K+ 9.35% |
$171K - $200K
|
70.8K
$4.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.89K+ 4.18% |
$167K - $194K
|
147K
$8.49M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.85K+ 1.77% |
$166K - $193K
|
336K
$19.4M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.77K+ 3.51% |
$163K - $190K
|
170K
$9.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.76K+ 5.76% |
$163K - $190K
|
106K
$6.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5.53K+ 11.66% |
$156K - $182K
|
53K
$3.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.51K+ 163.83% |
$156K - $182K
|
8.87K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.28KNew |
$150K - $174K
|
5.28K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.96K+ 4.22% |
$140K - $163K
|
122K
$7.07M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
4.88K+ 10.8% |
$138K - $161K
|
50.1K
$2.9M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.85KNew |
$137K - $160K
|
4.85K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.81K+ 1.07% |
$136K - $158K
|
455K
$26.3M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.63K+ 10.82% |
$131K - $153K
|
47.4K
$2.74M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.62K+ 1.2% |
$131K - $152K
|
389K
$22.5M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.54K+ 9.8% |
$128K - $150K
|
50.9K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.53K+ 11.01% |
$128K - $149K
|
45.7K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.35K+ 11.93% |
$123K - $143K
|
40.8K
$2.36M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
4.33K+ 1.45% |
$122K - $143K
|
302K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.27K+ 0.51% |
$121K - $141K
|
848K
$49M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.21K+ 23.44% |
$119K - $139K
|
22.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.2K+ 3.59% |
$119K - $139K
|
121K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.2K+ 11.87% |
$119K - $138K
|
39.6K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 2.98% |
$113K - $131K
|
138K
$7.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 30.55% |
$113K - $131K
|
17K
$982K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.97K+ 45.2% |
$112K - $131K
|
12.8K
$738K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.96K+ 8.29% |
$112K - $130K
|
51.7K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.87K+ 2.2% |
$110K - $128K
|
180K
$10.4M
|