Institutional Owners for WMB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PLANNING CAPITAL MANAGEMENT CORP COM 1701 $36,271 931 0.00 0.00 40 4.49 03-31-2024
CARMEL CAPITAL PARTNERS LLC COM Liquidated $0 0 0.00 928 +Inf 03-31-2024
EMFO LLC COM 1703 $36,048 925 0.00 0.00 0 0.00 03-31-2024
FAIRMAN GROUP LLC COM 1704 $31,347 900 0.00 900 +Inf 12-31-2023
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