Purchases and Sales Made in Q2 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-453- 1.53% |
$12.9K - $14.8K
|
29.2K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-505- 6.29% |
$14.4K - $16.5K
|
7.53K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-506- 0.79% |
$14.5K - $16.5K
|
63.3K
$3.69M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-506- 0.79% |
$14.5K - $16.5K
|
63.3K
$3.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-507- 1.38% |
$14.5K - $16.5K
|
36.2K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-548- 5.99% |
$15.7K - $17.9K
|
8.6K
$501K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-550- 2.25% |
$15.7K - $17.9K
|
23.9K
$1.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-554- 5.9% |
$15.8K - $18.1K
|
8.84K
$515K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-556- 3.82% |
$15.9K - $18.1K
|
14K
$816K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 6.38% |
$17.1K - $19.6K
|
8.81K
$513K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-607- 6.84% |
$17.3K - $19.8K
|
8.26K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-647- 0.25% |
$18.5K - $21.1K
|
255K
$14.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-650- 8.14% |
$18.6K - $21.2K
|
7.33K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-700- 53.6% |
$20K - $22.8K
|
606
$35.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-712- 9.24% |
$20.3K - $23.2K
|
6.99K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-720- 1.21% |
$20.6K - $23.5K
|
58.8K
$3.43M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-728- 0.35% |
$20.8K - $23.8K
|
208K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-737- 4.29% |
$21K - $24K
|
16.4K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-762- 8.65% |
$21.8K - $24.9K
|
8.05K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-762- 8.65% |
$21.8K - $24.9K
|
8.05K
$469K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-765- 3.74% |
$21.8K - $25K
|
19.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-797- 33.35% |
$22.8K - $26K
|
1.59K
$92.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-799- 8.33% |
$22.8K - $26.1K
|
8.79K
$512K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-837- 8.78% |
$23.9K - $27.3K
|
8.69K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-837- 8.78% |
$23.9K - $27.3K
|
8.69K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-838- 11.24% |
$23.9K - $27.3K
|
6.62K
$386K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-861- 10.29% |
$24.6K - $28.1K
|
7.5K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-877- 5.48% |
$25K - $28.6K
|
15.1K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-922- 0.08% |
$26.3K - $30.1K
|
1.23M
$71.5M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-922- 0.08% |
$26.3K - $30.1K
|
1.22M
$71.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-971- 6.16% |
$27.7K - $31.7K
|
14.8K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-980- 0.68% |
$28K - $32K
|
144K
$8.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-991- 6.61% |
$28.3K - $32.3K
|
14K
$816K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-1K- 3.85% |
$28.6K - $32.6K
|
25K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 8.64% |
$28.7K - $32.8K
|
10.6K
$620K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.02K- 5.05% |
$29.1K - $33.2K
|
19.2K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.06K- 1.02% |
$30.2K - $34.5K
|
102K
$5.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.06K- 0.21% |
$30.2K - $34.6K
|
500K
$29.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.08K- 39.58% |
$30.9K - $35.3K
|
1.65K
$96.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 11.24% |
$31.5K - $36K
|
8.71K
$508K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.14K- 12.33% |
$32.4K - $37.1K
|
8.08K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.14K- 51.08% |
$32.6K - $37.2K
|
1.09K
$63.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.15K- 60.53% |
$32.8K - $37.5K
|
750
$43.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.15K- 0.62% |
$32.9K - $37.6K
|
185K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.16K- 3.44% |
$33.1K - $37.9K
|
32.5K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.17K- 0.36% |
$33.3K - $38K
|
326K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.18K- 2.81% |
$33.8K - $38.6K
|
41K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.19K- 0.67% |
$34K - $38.8K
|
178K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.21K- 2.48% |
$34.5K - $39.4K
|
47.5K
$2.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.29K- 8.06% |
$36.8K - $42K
|
14.7K
$856K
|