Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | Stock | 301 | $8,826,433 | 226,493 | 0.00 | 0.00 | -2,628 | -1.15 | 03-31-2024 |
| UNIPLAN INVESTMENT COUNSEL INC | COM | 302 | $8,781,000 | 225,349 | 0.69 | 0.68 | -35,738 | -13.69 | 03-31-2024 |
| MARSHALL WACE LLP | COMMON STOCK | 303 | $7,316,200 | 224,217 | 0.00 | 0.00 | -1,036,210 | -82.21 | 06-30-2023 |
| CFM WEALTH PARTNERS LLC | COM | 304 | $8,719,732 | 223,755 | 0.00 | 0.00 | -1,813 | -0.80 | 03-31-2024 |
