HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WMB Share Count | ||||
| Ibex Wealth Advisors | 316 | 324,563 | +324,247 | +102609.81% |
| International Assets Investment Management LLC | 10,109 | 18,055 | +7,946 | +78.60% |
| Hexagon Capital Partners LLC | 6,490 | 10,414 | +3,924 | +60.46% |
| Brookstone Capital Management | 6,361 | 9,698 | +3,337 | +52.46% |
| Independence Bank of Kentucky | 11,592 | 17,452 | +5,860 | +50.55% |
| AdvisorNet Financial Inc | 3,334 | 4,811 | +1,477 | +44.30% |
| Occidental Asset Management LLC | 66,159 | 81,461 | +15,302 | +23.13% |
| GAMMA Investing LLC | 10,836 | 12,936 | +2,100 | +19.38% |
| Congress Wealth Management LLC DE | 46,357 | 54,870 | +8,513 | +18.36% |
| Capital Advisors Ltd. LLC | 314 | 367 | +53 | +16.88% |
| Hennion & Walsh Asset Management Inc. | 53,449 | 61,480 | +8,031 | +15.03% |
| Wedmont Private Capital | 15,230 | 17,519 | +2,289 | +15.03% |
| Ausbil Investment Management Ltd | 245,710 | 279,781 | +34,071 | +13.87% |
| S.A. Mason LLC | 544 | 615 | +71 | +13.05% |
| Cyndeo Wealth Partners LLC | 139,550 | 155,528 | +15,978 | +11.45% |
| New Mexico Educational Retirement Board | 63,428 | 70,628 | +7,200 | +11.35% |
| 180 Wealth Advisors LLC | 7,567 | 8,270 | +703 | +9.29% |
| Eagle Rock Investment Company LLC | 28,902 | 31,541 | +2,639 | +9.13% |
| Capital Investment Advisors LLC | 138,296 | 150,897 | +12,601 | +9.11% |
| Wallace Advisory Group LLC | 11,045 | 11,867 | +822 | +7.44% |
| Sunpointe LLC | 8,986 | 9,529 | +543 | +6.04% |
| Patten Group Inc. | 23,899 | 25,322 | +1,423 | +5.95% |
| Founders Financial Securities LLC | 51,303 | 54,072 | +2,769 | +5.40% |
| Harbor Investment Advisory LLC | 1,855 | 1,947 | +92 | +4.96% |
| Symmetry Partners LLC | 12,200 | 12,800 | +600 | +4.92% |
| Portside Wealth Group LLC | 28,787 | 30,181 | +1,394 | +4.84% |
| Annex Advisory Services LLC | 94,086 | 97,923 | +3,837 | +4.08% |
| West Paces Advisors Inc. | 16,897 | 17,557 | +660 | +3.91% |
| GoalVest Advisory LLC | 36,153 | 37,480 | +1,327 | +3.67% |
| Lantz Financial LLC | 8,766 | 9,082 | +316 | +3.60% |
| Chickasaw Capital Management LLC | 1,588,607 | 1,644,620 | +56,013 | +3.53% |
| Walnut Private Equity Partners LLC | 480,945 | 493,945 | +13,000 | +2.70% |
| Whitaker Myers Wealth Managers LTD. | 9,299 | 9,530 | +231 | +2.48% |
| Fifth Third Wealth Advisors LLC | 6,063 | 6,198 | +135 | +2.23% |
| Dynamic Advisor Solutions LLC | 19,884 | 20,320 | +436 | +2.19% |
| DNB Asset Management AS | 211,692 | 215,909 | +4,217 | +1.99% |
| Investment Partners Asset Management Inc. | 7,493 | 7,602 | +109 | +1.45% |
| Stokes Capital Advisors LLC | 185,954 | 188,516 | +2,562 | +1.38% |
| Mirador Capital Partners LP | 16,109 | 16,311 | +202 | +1.25% |
| Blue Zone Wealth Advisors LLC | 164,688 | 166,534 | +1,846 | +1.12% |
| Beech Hill Advisors Inc. | 36,675 | 37,060 | +385 | +1.05% |
| PFS Partners LLC | 104 | 105 | +1 | +0.96% |
| MCF Advisors LLC | 4,356 | 4,396 | +40 | +0.92% |
| Transform Wealth LLC | 57,951 | 58,346 | +395 | +0.68% |
| Miller Howard Investments Inc. NY | 761,258 | 766,335 | +5,077 | +0.67% |
| Versant Capital Management Inc | 2,838 | 2,857 | +19 | +0.67% |
| Central Bank & Trust Co. | 125,536 | 126,364 | +828 | +0.66% |
| Gulf International Bank UK Ltd | 100,081 | 100,631 | +550 | +0.55% |
| Czech National Bank | 213,062 | 214,044 | +982 | +0.46% |
| Brown Miller Wealth Management LLC | 6,997 | 7,017 | +20 | +0.29% |
| Graybill Bartz & Assoc Ltd. | 153,513 | 153,864 | +351 | +0.23% |
| Centre Asset Management LLC | 289,738 | 290,242 | +504 | +0.17% |
| Sound Income Strategies LLC | 2,787 | 2,791 | +4 | +0.14% |
| Stockman Wealth Management Inc. | 10,000 | 10,012 | +12 | +0.12% |
| Register Financial Advisors LLC | 17,676 | 17,696 | +20 | +0.11% |
| State of Michigan Retirement System | 333,021 | 333,321 | +300 | +0.09% |
| Pacifica Partners Inc. | 12,027 | 12,032 | +5 | +0.04% |
| JJJ Advisors Inc. | 6,777 | 6,778 | +1 | +0.01% |
| 13F Filers Reporting New Positions In WMB | ||||
| MJP Associates Inc. ADV | 0 | 7,690 | +7,690 | +100% |
| First Citizens Bank & Trust Co. | 0 | 9,050 | +9,050 | +100% |
| Acropolis Investment Management LLC | 0 | 2,616 | +2,616 | +100% |
| Westend Capital Management LLC | 0 | 124 | +124 | +100% |
| Northwest Investment Counselors LLC | 0 | 465 | +465 | +100% |
| Vicus Capital | 0 | 8,248 | +8,248 | +100% |
| Alaska Permanent Fund Corp | 0 | 1,190 | +1,190 | +100% |
| Riverview Trust Co | 0 | 2,993 | +2,993 | +100% |
| True North Advisors LLC | 0 | 23,385 | +23,385 | +100% |
| First PREMIER Bank | 0 | 158 | +158 | +100% |
| Flagship Harbor Advisors LLC | 0 | 5,329 | +5,329 | +100% |
| Ariston Services Group | 0 | 9,202 | +9,202 | +100% |
| Little House Capital LLC | 0 | 26,591 | +26,591 | +100% |
| Ellis Investment Partners LLC | 0 | 5,420 | +5,420 | +100% |
| O Keefe Stevens Advisory Inc. | 0 | 6,222 | +6,222 | +100% |
| General Partner Inc. | 0 | 4,264 | +4,264 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,600 | +1,600 | +100% |
| MADDEN SECURITIES Corp | 0 | 76,345 | +76,345 | +100% |
| Rise Advisors LLC | 0 | 702 | +702 | +100% |
| Opal Wealth Advisors LLC | 0 | 1,335 | +1,335 | +100% |
| Defined Wealth Management LLC | 0 | 8,633 | +8,633 | +100% |
| Alliance Wealth Advisors LLC | 0 | 6,430 | +6,430 | +100% |
| Walker Asset Management LLC | 0 | 5,192 | +5,192 | +100% |
| Davis Investment Partners LLC | 0 | 5,314 | +5,314 | +100% |
| Emprise Bank | 0 | 6,437 | +6,437 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Ferguson Wellman Capital Management Inc. | 5,903 | 5,903 | UNCH | 0.00% |
| Chapin Davis Inc. | 13,505 | 13,505 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 1,658 | 1,658 | UNCH | 0.00% |
| Moseley Investment Management Inc. | 8,225 | 8,225 | UNCH | 0.00% |
| Beese Fulmer Investment Management Inc. | 11,075 | 11,075 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 2,000 | 2,000 | UNCH | 0.00% |
| Optimum Investment Advisors | 3,085 | 3,085 | UNCH | 0.00% |
| M&R Capital Management Inc. | 960 | 960 | UNCH | 0.00% |
| Beach Investment Counsel Inc. PA | 62,834 | 62,834 | UNCH | 0.00% |
| Hennessy Advisors Inc. | 91,952 | 91,952 | UNCH | 0.00% |
| Chesley Taft & Associates LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Los Angeles Capital Management & Equity Research Inc. | 11,687 | 11,687 | UNCH | 0.00% |
| Bangor Savings Bank | 185 | 185 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 244 | 244 | UNCH | 0.00% |
| Adams Asset Advisors LLC | 38,437 | 38,437 | UNCH | 0.00% |
| Presima Inc. | 13,800 | 13,800 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 53 | 53 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 177 | 177 | UNCH | 0.00% |
| Trust Co | 952 | 952 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,054 | 1,054 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 57 | 57 | UNCH | 0.00% |
| Edmonds Duncan Registered Investment Advisors LLC | 25,275 | 25,275 | UNCH | 0.00% |
| Pinnacle Bank | 762 | 762 | UNCH | 0.00% |
| Founders Capital Management | 9 | 9 | UNCH | 0.00% |
| Northwest Capital Management Inc | 25 | 25 | UNCH | 0.00% |
| Wealth Alliance Advisory Group LLC | 73,333 | 73,333 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 6,202 | 6,202 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 112 | 112 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 30 | 30 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 11 | 11 | UNCH | 0.00% |
| Stableford Capital II LLC | 11,042 | 11,042 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 252 | 252 | UNCH | 0.00% |
| Piscataqua Savings Bank | 31 | 31 | UNCH | 0.00% |
| City State Bank | 1,614 | 1,614 | UNCH | 0.00% |
| Keating Wealth Management LLC | 17,998 | 17,998 | UNCH | 0.00% |
| Coston McIsaac & Partners | 250 | 250 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 28 | 28 | UNCH | 0.00% |
| Trivant Custom Portfolio Group LLC | 775 | 775 | UNCH | 0.00% |
| Madison Park Capital Advisors LLC | 12,300 | 12,300 | UNCH | 0.00% |
| Arlington Trust Co LLC | 306 | 306 | UNCH | 0.00% |
| Peoples Bank KS | 54,809 | 54,809 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 78 | 78 | UNCH | 0.00% |
| Financial Synergies Wealth Advisors Inc. | 215 | 215 | UNCH | 0.00% |
| 13F Filers Decreasing WMB Share Count | ||||
| Bank of New Hampshire | 30,298 | 7,575 | -22,723 | -75.00% |
| SeaCrest Wealth Management LLC | 28,543 | 9,822 | -18,721 | -65.59% |
| Allspring Global Investments Holdings LLC | 153,299 | 61,070 | -92,229 | -60.16% |
| Symphony Financial Ltd. Co. | 11,563 | 5,766 | -5,797 | -50.13% |
| ST Germain D J Co. Inc. | 1,286 | 751 | -535 | -41.60% |
| Kingswood Wealth Advisors LLC | 30,819 | 18,208 | -12,611 | -40.92% |
| Banque Cantonale Vaudoise | 21,720 | 15,660 | -6,060 | -27.90% |
| Diversified Trust Co | 13,067 | 9,504 | -3,563 | -27.27% |
| Moody National Bank Trust Division | 11,325 | 8,425 | -2,900 | -25.61% |
| High Net Worth Advisory Group LLC | 16,805 | 13,205 | -3,600 | -21.42% |
| OneAscent Financial Services LLC | 13,896 | 10,938 | -2,958 | -21.29% |
| OneAscent Wealth Management LLC | 9,058 | 7,190 | -1,868 | -20.62% |
| Cedrus LLC | 12,319 | 9,871 | -2,448 | -19.87% |
| Farmers & Merchants Investments Inc. | 26,139 | 21,139 | -5,000 | -19.13% |
| Allen Capital Group LLC | 9,092 | 7,420 | -1,672 | -18.39% |
| Ignite Planners LLC | 23,352 | 19,562 | -3,790 | -16.23% |
| First Hawaiian Bank | 88,894 | 76,319 | -12,575 | -14.15% |
| Park Place Capital Corp | 24,470 | 21,027 | -3,443 | -14.07% |
| Spirit of America Management Corp NY | 470,532 | 409,032 | -61,500 | -13.07% |
| Exchange Traded Concepts LLC | 1,102,512 | 962,904 | -139,608 | -12.66% |
| CVA Family Office LLC | 1,495 | 1,309 | -186 | -12.44% |
| Ballentine Partners LLC | 28,620 | 25,218 | -3,402 | -11.89% |
| Clarius Group LLC | 10,805 | 9,526 | -1,279 | -11.84% |
| Cypress Wealth Services LLC | 9,721 | 8,582 | -1,139 | -11.72% |
| Fortitude Family Office LLC | 431 | 390 | -41 | -9.51% |
| Financial Management Professionals Inc. | 1,194 | 1,082 | -112 | -9.38% |
| Penbrook Management LLC | 24,330 | 22,330 | -2,000 | -8.22% |
| Park Avenue Securities LLC | 79,066 | 72,888 | -6,178 | -7.81% |
| Bruce G. Allen Investments LLC | 2,786 | 2,582 | -204 | -7.32% |
| American National Bank | 791 | 751 | -40 | -5.06% |
| Mather Group LLC. | 13,186 | 12,552 | -634 | -4.81% |
| Toth Financial Advisory Corp | 2,619 | 2,501 | -118 | -4.51% |
| Hartford Investment Management Co. | 82,035 | 78,728 | -3,307 | -4.03% |
| Courier Capital LLC | 70,326 | 67,541 | -2,785 | -3.96% |
| First Financialcorp IN | 1,085 | 1,042 | -43 | -3.96% |
| SJS Investment Consulting Inc. | 135 | 130 | -5 | -3.70% |
| Cooper Financial Group | 9,188 | 8,849 | -339 | -3.69% |
| Procyon Private Wealth Partners LLC | 148,893 | 143,889 | -5,004 | -3.36% |
| Astoria Portfolio Advisors LLC. | 8,868 | 8,576 | -292 | -3.29% |
| Stratos Wealth Partners LTD. | 17,260 | 16,791 | -469 | -2.72% |
| New Hampshire Trust | 24,652 | 24,016 | -636 | -2.58% |
| Adirondack Trust Co. | 11,020 | 10,776 | -244 | -2.21% |
| Mosley Wealth Management | 12,206 | 11,956 | -250 | -2.05% |
| CX Institutional | 8,315 | 8,172 | -143 | -1.72% |
| MV Capital Management Inc. | 781 | 768 | -13 | -1.66% |
| CFM Wealth Partners LLC | 227,107 | 223,755 | -3,352 | -1.48% |
| G&S Capital LLC | 82,723 | 81,533 | -1,190 | -1.44% |
| Gilman Hill Asset Management LLC | 147,808 | 145,723 | -2,085 | -1.41% |
| Massmutual Trust Co. FSB ADV | 125,811 | 124,134 | -1,677 | -1.33% |
| D. B. Root & Company LLC | 40,110 | 39,585 | -525 | -1.31% |
| Buckley Wealth Management LLC | 30,265 | 29,955 | -310 | -1.02% |
| Wealth Enhancement Advisory Services LLC | 195,546 | 193,738 | -1,808 | -0.92% |
| Ausdal Financial Partners Inc. | 19,471 | 19,311 | -160 | -0.82% |
| Compass Wealth Management LLC | 121,310 | 120,399 | -911 | -0.75% |
| Aurum Wealth Management Group LLC | 26,029 | 25,874 | -155 | -0.60% |
| CWM LLC | 54,960 | 54,635 | -325 | -0.59% |
| NBC Securities Inc. | 20,991 | 20,870 | -121 | -0.58% |
| Dakota Community Bank & Trust NA | 9,706 | 9,651 | -55 | -0.57% |
| Fulton Bank N.A. | 67,879 | 67,534 | -345 | -0.51% |
| Aspire Private Capital LLC | 863 | 860 | -3 | -0.35% |
| First Bank & Trust | 104,127 | 103,840 | -287 | -0.28% |
| Asset Dedication LLC | 3,946 | 3,935 | -11 | -0.28% |
| FSC Wealth Advisors LLC | 792 | 790 | -2 | -0.25% |
| Arden Trust Co | 37,013 | 36,922 | -91 | -0.25% |
| Cadent Capital Advisors LLC | 42,716 | 42,667 | -49 | -0.11% |
| Merrion Investment Management Co LLC | 184,518 | 184,445 | -73 | -0.04% |
| Trust Co. of Virginia VA | 217,354 | 217,335 | -19 | -0.01% |
| 13F Filers Exiting WMB | ||||
| BKM Wealth Management LLC | 2,470 | 0 | -2,470 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 1,678 | 0 | -1,678 | -100.00% |
| Asio Capital LLC | 86,994 | 0 | -86,994 | -100.00% |
| Lloyd Advisory Services LLC. | 6,183 | 0 | -6,183 | -100.00% |
| Steel Peak Wealth Management LLC | 12,489 | 0 | -12,489 | -100.00% |
| Red Door Wealth Management LLC | 6,598 | 0 | -6,598 | -100.00% |
| Rheos Capital Works Inc. | 660,000 | 0 | -660,000 | -100.00% |
| Arlington Partners LLC | 306 | 0 | -306 | -100.00% |
| Webster Bank N. A. | 700 | 0 | -700 | -100.00% |
| Vaughan Nelson Investment Management L.P. | 64 | 0 | -64 | -100.00% |
See Summary: Institutional Holders of WMB
See Details: Top 10 Hedge Funds Holding WMB
Also See: WMB Insider Buying
