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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20.2K+ 67.3% |
$668K - $787K
|
50.2K
$2.9M
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
19.4K+ 10.65% |
$642K - $756K
|
202K
$11.7M
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
18.9K+ 53.0% |
$625K - $737K
|
54.6K
$3.15M
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
18.7K+ 7.05% |
$618K - $729K
|
284K
$16.4M
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
18.5KNew |
$612K - $722K
|
18.5K
$1.07M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17.7K+ 0.87% |
$584K - $689K
|
2.05M
$119M
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.8K+ 89.26% |
$554K - $653K
|
35.5K
$2.05M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
16.6K+ 33.01% |
$550K - $648K
|
67K
$3.87M
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
16.3KNew |
$540K - $636K
|
16.3K
$944K
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
16.3K+ 1.46% |
$539K - $635K
|
1.13M
$65.6M
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16.2K+ 2.32% |
$534K - $630K
|
713K
$41.2M
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16.2K+ 3.82% |
$534K - $630K
|
440K
$25.4M
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
16K+ 285.71% |
$529K - $624K
|
21.6K
$1.25M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16K+ 11.45% |
$528K - $623K
|
156K
$8.99M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4KNew |
$509K - $601K
|
15.4K
$891K
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15.3KNew |
$506K - $596K
|
15.3K
$885K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
15.3K+ 23.13% |
$506K - $596K
|
81.5K
$4.71M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.2K+ 15.5% |
$503K - $594K
|
114K
$6.56M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.1K+ 10.47% |
$500K - $589K
|
160K
$9.22M
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
15KNew |
$496K - $585K
|
15K
$867K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 15.67% |
$485K - $572K
|
108K
$6.26M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2K+ 222.04% |
$468K - $552K
|
20.5K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14.1K+ 4.42% |
$466K - $550K
|
333K
$19.3M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
14KNew |
$462K - $545K
|
14K
$808K
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
14K+ 0.63% |
$462K - $545K
|
2.23M
$129M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.9K+ 10.12% |
$461K - $543K
|
152K
$8.76M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13.9K+ 7.52% |
$460K - $543K
|
199K
$11.5M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.8K+ 1.35% |
$457K - $539K
|
1.04M
$60M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.8K+ 0.89% |
$457K - $539K
|
1.57M
$90.8M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
13.7K+ 13.4% |
$453K - $534K
|
116K
$6.71M
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$447K - $528K
|
13.5K
$783K
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 55.19% |
$445K - $525K
|
37.9K
$2.19M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.2KNew |
$436K - $514K
|
13.2K
$762K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13.1K+ 49.42% |
$434K - $512K
|
39.7K
$2.29M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.1K+ 11.95% |
$432K - $509K
|
122K
$7.08M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13.1KNew |
$431K - $509K
|
13.1K
$755K
|
|
Apr 08, 2024
Q1 2024
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
13K+ 2.7% |
$430K - $507K
|
494K
$28.6M
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
12.9K+ 74.35% |
$425K - $501K
|
30.2K
$1.74M
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.8K+ 157.96% |
$424K - $501K
|
21K
$1.21M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 9.11% |
$416K - $491K
|
151K
$8.72M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 244.96% |
$415K - $489K
|
17.7K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 9.0% |
$413K - $487K
|
151K
$8.74M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12.2KNew |
$403K - $475K
|
12.2K
$705K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
12.2K+ 4.87% |
$402K - $474K
|
262K
$15.2M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
12K+ 6.66% |
$398K - $469K
|
193K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12K+ 97.65% |
$397K - $468K
|
24.3K
$1.41M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 2.97% |
$390K - $459K
|
409K
$23.6M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.3KNew |
$373K - $440K
|
11.3K
$653K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$371K - $437K
|
11.2K
$648K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11.1K+ 0.29% |
$366K - $431K
|
3.78M
$219M
|