Institutional Owners for WMB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BELL & BROWN WEALTH ADVISORS LLC | COM | 651 | $1,988,102 | 51,017 | 0.00 | 0.00 | -323 | -0.63 | 03-31-2024 |
| AGF INVESTMENTS LLC | COM | 652 | $1,439,000 | 50,276 | 0.13 | 0.09 | 18,130 | 56.40 | 09-30-2022 |
| GLOBAL RETIREMENT PARTNERS LLC | COM | 653 | $1,957,612 | 50,234 | 0.00 | 0.00 | 20,207 | 67.30 | 03-31-2024 |
| NIKKO ASSET MANAGEMENT AMERICAS INC | COM | 654 | $1,528,490 | 50,098 | 0.00 | 0.01 | 14,614 | 41.18 | 03-31-2023 |
