Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-97- 36.19% |
$15.6K - $16.8K
|
171
$36.4K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
90+ 90.0% |
$14.5K - $15.6K
|
190
$40.5K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
627New |
$101K - $109K
|
627
$134K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$4.84K - $5.2K
|
30
$6.39K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.57K- 11.89% |
$253K - $272K
|
11.6K
$2.48M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
400New |
$64.5K - $69.4K
|
400
$85.2K
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.2% |
$484 - $520
|
1.5K
$319K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.01K+ 0.6% |
$163K - $175K
|
171K
$36.4M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$968 - $1.04K
|
6
$1.28K
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 2.15% |
$6.45K - $6.94K
|
1.82K
$388K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.1KNew |
$2.92M - $3.14M
|
18.1K
$3.86M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-50- 3.33% |
$8.06K - $8.67K
|
1.45K
$309K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
27+ 0.33% |
$4.35K - $4.68K
|
8.28K
$1.76M
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.47K- 96.71% |
$399K - $429K
|
84
$17.9K
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
60+ 1.49% |
$9.68K - $10.4K
|
4.09K
$870K
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 4.87% |
$121K - $130K
|
14.6K
$3.12M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.39KNew |
$224K - $241K
|
1.39K
$296K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
102New |
$16.5K - $17.7K
|
102
$21.7K
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-23.7K- 25.37% |
$3.82M - $4.11M
|
69.7K
$14.9M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15.7KNew |
$2.53M - $2.72M
|
15.7K
$3.35M
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.22KNew |
$519K - $558K
|
3.22K
$685K
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1- 0.05% |
$161 - $173
|
1.85K
$394K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 5.28% |
$12.9K - $13.9K
|
1.6K
$340K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-463- 22.22% |
$74.7K - $80.3K
|
1.62K
$345K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
343+ 1.84% |
$55.3K - $59.5K
|
19K
$4.04M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 2.97% |
$3.87K - $4.16K
|
784
$167K
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
SELL
|
- |
-135- 5.29% |
$21.8K - $23.4K
|
2.42K
$515K
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
160New |
$25.8K - $27.7K
|
160
$34.1K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$6.45K - $6.94K
|
40
$8.52K
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-150- 12.24% |
$24.2K - $26K
|
1.08K
$229K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
32+ 9.25% |
$5.16K - $5.55K
|
378
$80.5K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
16.6KNew |
$2.68M - $2.88M
|
16.6K
$3.54M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.34KNew |
$538K - $579K
|
3.34K
$711K
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
20.9KNew |
$3.37M - $3.62M
|
20.9K
$4.45M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-7- 0.47% |
$1.13K - $1.21K
|
1.49K
$318K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-174- 11.61% |
$28.1K - $30.2K
|
1.33K
$282K
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-52- 1.85% |
$8.39K - $9.02K
|
2.76K
$589K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-120- 16.35% |
$19.4K - $20.8K
|
614
$131K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
400+ 9.45% |
$64.5K - $69.4K
|
4.63K
$987K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 2.02% |
$4.68K - $5.03K
|
1.46K
$312K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-66- 4.59% |
$10.6K - $11.4K
|
1.37K
$292K
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.35K- 17.93% |
$379K - $407K
|
10.8K
$2.29M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9- 0.48% |
$1.45K - $1.56K
|
1.85K
$395K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
338+ 7.73% |
$54.5K - $58.6K
|
4.71K
$1M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$2.9K - $3.12K
|
18
$3.84K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.26KNew |
$202K - $218K
|
1.26K
$267K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-300- 78.74% |
$48.4K - $52K
|
81
$17.3K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.55% |
$161 - $173
|
181
$38.6K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$188K - $202K
|
1.17K
$248K
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-59- 3.88% |
$9.52K - $10.2K
|
1.46K
$311K
|