Purchases and Sales Made in Q3 2023 in Williams Companies, Inc. (WMB)

WMB Quotes by TradingView

This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q3 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
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
253
+ 3.02%
$8.19K - $8.95K
8.64K $500K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
240
+ 0.73%
$7.77K - $8.49K
32.9K $1.9M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
236
+ 10.83%
$7.64K - $8.35K
2.42K $140K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
235
+ 0.48%
$7.61K - $8.31K
49.4K $2.86M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
235
+ 5.21%
$7.61K - $8.31K
4.75K $274K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
232
+ 147.77%
$7.51K - $8.21K
389 $22.5K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
231
+ 1.43%
$7.48K - $8.17K
16.4K $945K
Oct 19, 2023 Q3 2023
Sterling Investment Counsel, LLC

BUY
 -
220
+ 2.97%
$7.12K - $7.78K
7.62K $440K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
218
+ 2.85%
$7.06K - $7.71K
7.88K $455K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
215
+ 10.07%
$6.96K - $7.61K
2.35K $136K
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
198
+ 0.87%
$6.41K - $7.01K
22.9K $1.32M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
162
+ 0.94%
$5.24K - $5.73K
17.4K $1M
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
162
New
$5.24K - $5.73K
162 $9.36K
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
160
+ 1.22%
$5.18K - $5.66K
13.3K $770K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
160
New
$5.18K - $5.66K
160 $9.25K
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
156
+ 0.83%
$5.05K - $5.52K
19.1K $1.1M
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
155
+ 66.24%
$5.02K - $5.48K
389 $22.5K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
146
+ 3.37%
$4.73K - $5.17K
4.48K $259K
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
139
+ 13.9%
$4.5K - $4.92K
1.14K $65.8K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
128
+ 0.44%
$4.14K - $4.53K
29.5K $1.7M
Nov 13, 2023 Q3 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
126
+ 0.27%
$4.08K - $4.46K
46.1K $2.66M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
121
+ 2.69%
$3.92K - $4.28K
4.62K $267K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
120
New
$3.88K - $4.25K
120 $6.94K
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
118
+ 4.72%
$3.82K - $4.17K
2.62K $151K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
117
+ 16.67%
$3.79K - $4.14K
819 $47.3K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
112
+ 1.22%
$3.63K - $3.96K
9.27K $536K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
112
+ 1.15%
$3.63K - $3.96K
9.88K $571K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
111
New
$3.59K - $3.93K
111 $6.42K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
109
+ 1.03%
$3.53K - $3.86K
10.7K $616K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
107
+ 64.85%
$3.46K - $3.79K
272 $15.7K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
103
+ 1.16%
$3.33K - $3.64K
8.98K $519K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
102
+ 0.2%
$3.3K - $3.61K
52.1K $3.01M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
99
+ 0.63%
$3.2K - $3.5K
15.7K $908K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
92
New
$2.98K - $3.25K
92 $5.32K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
91
+ 0.28%
$2.95K - $3.22K
32.3K $1.86M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
87
+ 0.02%
$2.82K - $3.08K
353K $20.4M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
81
+ 0.06%
$2.62K - $2.87K
130K $7.51M
Nov 13, 2023 Q3 2023
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
81
+ 1.12%
$2.62K - $2.87K
7.34K $424K
Nov 08, 2023 Q3 2023
Phraction Management LLC

Stamford, CT
BUY
 -
77
+ 0.05%
$2.49K - $2.72K
149K $8.61M
Oct 23, 2023 Q3 2023
Everett Harris & CO

BUY
 -
75
+ 0.56%
$2.43K - $2.65K
13.5K $782K
Oct 27, 2023 Q3 2023
Bridgecreek Investment Management, LLC

Tulsa, OK
BUY
 -
57
+ 0.05%
$1.85K - $2.02K
121K $6.97M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
54
+ 0.84%
$1.75K - $1.91K
6.5K $376K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
49
+ 3.43%
$1.59K - $1.73K
1.48K $85.5K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
47
+ 68.12%
$1.52K - $1.66K
116 $6.7K
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
40
+ 0.07%
$1.29K - $1.42K
60.2K $3.48M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
33
New
$1.07K - $1.17K
33 $1.91K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
32
+ 0.81%
$1.04K - $1.13K
3.96K $229K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
30
+ 0.2%
$971 - $1.06K
15.1K $875K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
28
New
$906 - $991
28 $1.62K

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