Purchases and Sales Made in Q1 2024 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q1 2024. 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 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-68- 1.13% |
$2.25K - $2.65K
|
5.94K
$346K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-70- 0.08% |
$2.31K - $2.73K
|
91.5K
$5.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-73- 0.04% |
$2.41K - $2.84K
|
184K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78- 0.66% |
$2.58K - $3.04K
|
11.7K
$680K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-82- 1.06% |
$2.71K - $3.2K
|
7.62K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-83- 0.01% |
$2.74K - $3.23K
|
680K
$39.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-86- 0.95% |
$2.84K - $3.35K
|
8.97K
$522K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-91- 0.25% |
$3.01K - $3.55K
|
36.9K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-92- 1.15% |
$3.04K - $3.59K
|
7.89K
$460K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-103- 1.18% |
$3.4K - $4.01K
|
8.62K
$502K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-105- 1.27% |
$3.47K - $4.09K
|
8.17K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-107- 1.06% |
$3.54K - $4.17K
|
10K
$583K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-108- 1.12% |
$3.57K - $4.21K
|
9.56K
$557K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-110- 4.76% |
$3.64K - $4.29K
|
2.2K
$128K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-112- 9.38% |
$3.7K - $4.36K
|
1.08K
$63K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-115- 0.17% |
$3.8K - $4.48K
|
67.7K
$3.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-118- 4.51% |
$3.9K - $4.6K
|
2.5K
$146K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 0.58% |
$4K - $4.72K
|
20.9K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 0.49% |
$4.1K - $4.83K
|
25.1K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-137- 21.51% |
$4.53K - $5.34K
|
500
$29.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-143- 1.72% |
$4.73K - $5.57K
|
8.17K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-145- 0.68% |
$4.79K - $5.65K
|
21.2K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-148- 0.54% |
$4.89K - $5.77K
|
27.3K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 0.77% |
$4.96K - $5.85K
|
19.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150- 32.12% |
$4.96K - $5.85K
|
317
$18.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-155- 0.6% |
$5.12K - $6.04K
|
25.9K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-160- 0.82% |
$5.29K - $6.24K
|
19.3K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-161- 7.15% |
$5.32K - $6.27K
|
2.09K
$122K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-173- 1.33% |
$5.72K - $6.74K
|
12.9K
$749K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-174- 13.45% |
$5.75K - $6.78K
|
1.12K
$65.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-186- 12.44% |
$6.15K - $7.25K
|
1.31K
$76.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-188- 2.11% |
$6.21K - $7.33K
|
8.73K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 7.18% |
$6.21K - $7.33K
|
2.43K
$142K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.17% |
$6.21K - $7.33K
|
8.46K
$493K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-194- 2.84% |
$6.41K - $7.56K
|
6.65K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.09% |
$6.61K - $7.79K
|
211K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-201- 0.48% |
$6.64K - $7.83K
|
42.1K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-204- 7.32% |
$6.74K - $7.95K
|
2.58K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-207- 3.35% |
$6.84K - $8.07K
|
5.97K
$348K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-211- 0.83% |
$6.97K - $8.22K
|
25.2K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-215- 0.15% |
$7.11K - $8.38K
|
144K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-223- 0.71% |
$7.37K - $8.69K
|
31.2K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-224- 56.42% |
$7.4K - $8.73K
|
173
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-225- 8.41% |
$7.44K - $8.77K
|
2.45K
$143K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-243- 0.92% |
$8.03K - $9.47K
|
26.1K
$1.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-244- 2.21% |
$8.06K - $9.51K
|
10.8K
$628K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-245- 3.77% |
$8.1K - $9.55K
|
6.25K
$364K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-246- 17.47% |
$8.13K - $9.59K
|
1.16K
$67.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-250- 2.05% |
$8.26K - $9.74K
|
12K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-264- 13.87% |
$8.73K - $10.3K
|
1.64K
$95.6K
|