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 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.21K+ 20.99% |
$62.7K - $73K
|
12.8K
$738K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.18K+ 25.09% |
$61.8K - $72K
|
10.9K
$629K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.17K+ 29.5% |
$61.4K - $71.6K
|
9.53K
$551K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.17K+ 8.23% |
$61.4K - $71.5K
|
28.5K
$1.65M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.16K+ 18.48% |
$61K - $71.1K
|
13.8K
$799K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.15KNew |
$60.8K - $70.9K
|
2.15K
$124K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.13K+ 5.6% |
$60.3K - $70.2K
|
40.2K
$2.32M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.08K+ 33.4% |
$58.7K - $68.4K
|
8.29K
$479K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2.08K+ 3.05% |
$58.7K - $68.4K
|
70.1K
$4.05M
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.05K+ 6.74% |
$58.1K - $67.7K
|
32.5K
$1.88M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.05K+ 3.56% |
$57.9K - $67.4K
|
59.5K
$3.44M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.03K+ 4.46% |
$57.3K - $66.8K
|
47.4K
$2.74M
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.02K+ 591.81% |
$57.3K - $66.7K
|
2.37K
$137K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 1.63% |
$57.2K - $66.6K
|
126K
$7.29M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$56.6K - $65.9K
|
2K
$116K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.98KNew |
$55.9K - $65.2K
|
1.98K
$114K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.98K+ 9.44% |
$55.9K - $65.1K
|
22.9K
$1.32M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.96KNew |
$55.6K - $64.7K
|
1.96K
$113K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.93K+ 25.41% |
$54.6K - $63.6K
|
9.53K
$551K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.91K+ 3.16% |
$54.1K - $63K
|
62.3K
$3.6M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.89K+ 21.19% |
$53.4K - $62.2K
|
10.8K
$624K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 10.62% |
$52.8K - $61.4K
|
19.4K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.86K+ 4.61% |
$52.5K - $61.2K
|
42.1K
$2.43M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.84K+ 3.57% |
$52.2K - $60.8K
|
53.5K
$3.09M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.79K+ 2.38% |
$50.6K - $59K
|
77.1K
$4.46M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.78K+ 14.09% |
$50.5K - $58.8K
|
14.4K
$834K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.77K+ 2.15% |
$50.1K - $58.4K
|
84.2K
$4.87M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.76KNew |
$49.9K - $58.1K
|
1.76K
$102K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.72K+ 1.26% |
$48.7K - $56.7K
|
138K
$8M
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.69K+ 2.5% |
$47.9K - $55.7K
|
69.2K
$4M
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.69K+ 7.98% |
$47.8K - $55.6K
|
22.8K
$1.32M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 8.81% |
$46.8K - $54.5K
|
20.4K
$1.18M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 13.34% |
$46.8K - $54.5K
|
14K
$812K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.65K+ 326.09% |
$46.7K - $54.4K
|
2.16K
$125K
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.65K+ 0.57% |
$46.7K - $54.4K
|
289K
$16.7M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.63K+ 7.68% |
$46.1K - $53.7K
|
22.8K
$1.32M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.6KNew |
$45.3K - $52.8K
|
1.6K
$92.5K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.57K+ 4.8% |
$44.5K - $51.9K
|
34.4K
$1.99M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.56K+ 8.4% |
$44.2K - $51.5K
|
20.2K
$1.17M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.5K+ 18.47% |
$42.4K - $49.4K
|
9.61K
$556K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.47K+ 3.8% |
$41.7K - $48.6K
|
40.2K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.46K+ 1.35% |
$41.4K - $48.3K
|
110K
$6.34M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.45K+ 8.9% |
$41.1K - $47.9K
|
17.8K
$1.03M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$41K - $47.8K
|
1.45K
$83.8K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.36K+ 11.77% |
$38.6K - $45K
|
13K
$749K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.36K+ 0.11% |
$38.5K - $44.8K
|
1.24M
$71.9M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 5.16% |
$38.4K - $44.8K
|
27.7K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 10.05% |
$38.1K - $44.4K
|
14.8K
$853K
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.35K+ 6.02% |
$38.1K - $44.4K
|
23.7K
$1.37M
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.33K+ 0.47% |
$37.8K - $44K
|
283K
$16.4M
|