Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ARKOS GLOBAL ADVISORS | Stock | 1301 | $293,000 | 8,685 | 0.06 | 0.05 | -95 | -1.08 | 09-30-2023 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM | 1302 | $283,000 | 8,680 | 0.15 | 0.12 | -134,360 | -93.93 | 06-30-2023 |
| CATALYST FINANCIAL PARTNERS LLC | COM | 1303 | $301,976 | 8,670 | 0.00 | 0.00 | 166 | 1.95 | 12-31-2023 |
| HOLISTIC FINANCIAL PARTNERS | COM | 1304 | $337,831 | 8,669 | 0.00 | 0.00 | 5 | 0.06 | 03-31-2024 |
