Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COHEN CAPITAL MANAGEMENT INC | Stock | 601 | $2,122,540 | 60,940 | 0.00 | 0.00 | -7,757 | -11.29 | 12-31-2023 |
| ROOSEVELT INVESTMENT GROUP LLC | COM | 602 | $1,888,000 | 60,490 | 0.14 | 0.12 | 0 | 0.00 | 06-30-2022 |
| ALPINE WOODS CAPITAL INVESTORS LLC | COM | 603 | $2,284,300 | 59,549 | 0.00 | 0.00 | -5,304 | -8.18 | 03-31-2024 |
| PROFUND ADVISORS LLC | COM | 604 | $2,320,391 | 59,543 | 0.00 | 0.00 | -18,155 | -23.37 | 03-31-2024 |
