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 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$295K - $337K
|
10.3K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$291K - $332K
|
10.2K
$588K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.92K+ 3.59% |
$283K - $324K
|
287K
$16.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.44K+ 22.76% |
$269K - $308K
|
50.9K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.16K+ 26.83% |
$262K - $299K
|
43.3K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.03K+ 5.04% |
$258K - $295K
|
188K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
BUY
|
- |
9.01K+ 0.64% |
$257K - $294K
|
1.41M
$81.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.83K+ 14.73% |
$252K - $288K
|
68.7K
$3.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.8K+ 89.96% |
$251K - $287K
|
18.6K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.76KNew |
$250K - $286K
|
8.76K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
8.75K+ 11.41% |
$250K - $285K
|
85.4K
$4.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
8.73K+ 4.3% |
$249K - $285K
|
212K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8.7KNew |
$248K - $284K
|
8.7K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.62K+ 23.61% |
$246K - $281K
|
45.1K
$2.61M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.62K+ 23.61% |
$246K - $281K
|
45.1K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.47KNew |
$242K - $276K
|
8.47K
$489K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.37K+ 5.11% |
$239K - $273K
|
172K
$9.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
8.36K+ 0.4% |
$239K - $273K
|
2.08M
$120M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.35KNew |
$239K - $273K
|
8.35K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.2K+ 4.53% |
$234K - $268K
|
189K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.16K+ 30.38% |
$233K - $266K
|
35K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.9K+ 4.65% |
$226K - $258K
|
178K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.82K+ 11853.03% |
$223K - $255K
|
7.89K
$456K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.74KNew |
$221K - $253K
|
7.74K
$447K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
7.72KNew |
$220K - $252K
|
7.72K
$446K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.59K+ 16.02% |
$217K - $248K
|
55K
$3.18M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.56KNew |
$216K - $247K
|
7.56K
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.48KNew |
$214K - $244K
|
7.48K
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.45KNew |
$213K - $243K
|
7.45K
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$212K - $242K
|
7.41K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.38K+ 16.15% |
$211K - $241K
|
53.1K
$3.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.29K+ 98.87% |
$208K - $238K
|
14.7K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.26K+ 10.17% |
$207K - $237K
|
78.6K
$4.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.25K+ 22.67% |
$207K - $237K
|
39.2K
$2.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
BUY
|
- |
7.2K+ 3.12% |
$206K - $235K
|
238K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.17K+ 16.35% |
$205K - $234K
|
51K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.01K+ 64.05% |
$200K - $229K
|
18K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.95K+ 1.84% |
$199K - $227K
|
385K
$22.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6.95KNew |
$199K - $227K
|
6.95K
$402K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.88K+ 58.08% |
$197K - $225K
|
18.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.88KNew |
$196K - $224K
|
6.88K
$397K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
6.78KNew |
$194K - $221K
|
6.78K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.77KNew |
$193K - $221K
|
6.77K
$391K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.75K+ 4.88% |
$193K - $220K
|
145K
$8.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.68KNew |
$191K - $218K
|
6.68K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.61KNew |
$189K - $216K
|
6.61K
$382K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
6.61K+ 7.99% |
$189K - $216K
|
89.3K
$5.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.6KNew |
$189K - $215K
|
6.6K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.59KNew |
$188K - $215K
|
6.59K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.57KNew |
$188K - $214K
|
6.57K
$380K
|