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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.37K+ 10.08% |
$44.9K - $50.9K
|
14.9K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.29KNew |
$42.6K - $48.2K
|
1.29K
$74.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.29K+ 8.28% |
$42.5K - $48.2K
|
16.9K
$976K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.29KNew |
$42.3K - $47.9K
|
1.29K
$74.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 0.14% |
$41.9K - $47.5K
|
926K
$53.5M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.25K+ 8.04% |
$41.2K - $46.6K
|
16.8K
$971K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.24K+ 2.38% |
$40.7K - $46.1K
|
53.2K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.2K+ 4.81% |
$39.4K - $44.5K
|
26K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 4.11% |
$39.1K - $44.2K
|
30K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.16KNew |
$38.2K - $43.2K
|
1.16K
$67K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 7.09% |
$36.3K - $41.1K
|
16.7K
$963K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.1K+ 12.13% |
$36.2K - $41K
|
10.2K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.07KNew |
$35.4K - $40K
|
1.07K
$62.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.04K+ 4.83% |
$34.2K - $38.8K
|
22.6K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.01K+ 0.46% |
$33.1K - $37.5K
|
217K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1K+ 54.74% |
$33.1K - $37.4K
|
2.84K
$164K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$32.9K - $37.3K
|
1K
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
1K+ 0.21% |
$32.9K - $37.3K
|
481K
$27.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
979+ 9.42% |
$32.2K - $36.5K
|
11.4K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
978+ 6.54% |
$32.2K - $36.5K
|
15.9K
$921K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
977+ 8.76% |
$32.2K - $36.4K
|
12.1K
$701K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
908+ 121.07% |
$29.9K - $33.9K
|
1.66K
$95.8K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
900New |
$29.6K - $33.6K
|
900
$52K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
899+ 3.26% |
$29.6K - $33.5K
|
28.4K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
891New |
$29.3K - $33.2K
|
891
$51.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
874+ 0.93% |
$28.8K - $32.6K
|
94.9K
$5.49M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
823+ 15.02% |
$27.1K - $30.7K
|
6.3K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
821+ 11.66% |
$27K - $30.6K
|
7.86K
$454K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
815+ 11.74% |
$26.8K - $30.4K
|
7.76K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
802+ 2.81% |
$26.4K - $29.9K
|
29.3K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
790New |
$26K - $29.5K
|
790
$45.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
774+ 3.15% |
$25.5K - $28.9K
|
25.4K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
771+ 9.79% |
$25.4K - $28.7K
|
8.65K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
765+ 2.3% |
$25.2K - $28.5K
|
34K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
758+ 5.03% |
$25K - $28.3K
|
15.8K
$915K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
754+ 2.29% |
$24.8K - $28.1K
|
33.7K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
745New |
$24.5K - $27.8K
|
745
$43.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
742+ 3.07% |
$24.4K - $27.7K
|
24.9K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
737+ 7.86% |
$24.3K - $27.5K
|
10.1K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
711New |
$23.4K - $26.5K
|
711
$41.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
700New |
$23.1K - $26.1K
|
700
$40.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
697+ 4.93% |
$23K - $26K
|
14.8K
$857K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
693New |
$22.8K - $25.8K
|
693
$40.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
688+ 0.71% |
$22.7K - $25.6K
|
98.3K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
687+ 4.11% |
$22.6K - $25.6K
|
17.4K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
660+ 6.87% |
$21.7K - $24.6K
|
10.3K
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
659New |
$21.7K - $24.6K
|
659
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
657+ 3.92% |
$21.6K - $24.5K
|
17.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
625+ 8.34% |
$20.6K - $23.3K
|
8.12K
$469K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
616New |
$20.3K - $23K
|
616
$35.6K
|