Purchases and Sales Made in Q4 2023 in Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-985- 1.94% |
$32.4K - $36.7K
|
49.9K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-994- 5.34% |
$32.7K - $37.1K
|
17.6K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1K- 1.35% |
$32.9K - $37.3K
|
72.9K
$4.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 4.97% |
$34.2K - $38.7K
|
19.9K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.05K- 1.31% |
$34.6K - $39.2K
|
79.1K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.08K- 1.04% |
$35.5K - $40.2K
|
102K
$5.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.08K- 47.37% |
$35.6K - $40.3K
|
1.2K
$69.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.08K- 4.19% |
$35.6K - $40.3K
|
24.7K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.09K- 5.31% |
$35.7K - $40.4K
|
19.3K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.1K- 13.49% |
$36.2K - $41K
|
7.06K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.18K- 17.35% |
$38.9K - $44.1K
|
5.63K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.83% |
$39.1K - $44.3K
|
142K
$8.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.2K- 9.33% |
$39.6K - $44.8K
|
11.7K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.24K- 9.51% |
$40.7K - $46.1K
|
11.8K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.25K- 4.58% |
$41.2K - $46.6K
|
26K
$1.52M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.25K- 1.02% |
$41.2K - $46.6K
|
121K
$7.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.28K- 8.93% |
$42.2K - $47.8K
|
13.1K
$761K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.31K- 10.57% |
$43K - $48.7K
|
11K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.35K- 11.29% |
$44.3K - $50.1K
|
10.6K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 2.3% |
$44.5K - $50.4K
|
57.3K
$3.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.39K- 14.8% |
$45.7K - $51.7K
|
7.99K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.39K- 17.52% |
$45.7K - $51.8K
|
6.54K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.42K- 7.87% |
$46.6K - $52.8K
|
16.6K
$965K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 4.58% |
$46.6K - $52.8K
|
29.5K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.44K- 1.79% |
$47.3K - $53.5K
|
78.7K
$4.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.45K- 9.53% |
$47.8K - $54.1K
|
13.8K
$803K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.45K- 4.59% |
$47.8K - $54.2K
|
30.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.47K- 1.59% |
$48.5K - $55K
|
91.1K
$5.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.48K- 8.41% |
$48.7K - $55.1K
|
16.1K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 16.69% |
$48.8K - $55.2K
|
7.4K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.48K- 14.25% |
$48.8K - $55.2K
|
8.92K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.48K- 0.39% |
$48.8K - $55.3K
|
384K
$22.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.49K- 4.43% |
$49K - $55.5K
|
32.1K
$1.87M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.51K- 11.98% |
$49.8K - $56.4K
|
11.1K
$647K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.55K- 2.5% |
$51.1K - $57.8K
|
60.5K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 6.73% |
$52.6K - $59.5K
|
22.1K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.6K- 8.64% |
$52.7K - $59.7K
|
16.9K
$987K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.65K- 16.51% |
$54.2K - $61.4K
|
8.33K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.66K- 4.59% |
$54.6K - $61.8K
|
34.5K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 13.63% |
$56.2K - $63.7K
|
10.8K
$631K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.72K- 5.67% |
$56.5K - $64K
|
28.5K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.73K- 17.65% |
$57K - $64.5K
|
8.08K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.78K- 1.6% |
$58.6K - $66.3K
|
109K
$6.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.78K- 12.64% |
$58.7K - $66.5K
|
12.3K
$718K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 2.39% |
$59.3K - $67.1K
|
73.6K
$4.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.81K- 1.02% |
$59.5K - $67.4K
|
175K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 6.23% |
$59.9K - $67.8K
|
27.4K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.83K- 0.97% |
$60.2K - $68.1K
|
186K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.83K- 0.94% |
$60.3K - $68.2K
|
194K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.85K- 17.38% |
$60.8K - $68.8K
|
8.77K
$511K
|