Purchases and Sales Made in Q1 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2023. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
128+ 0.49% |
$19.1K - $20.9K
|
26.2K
$6.14M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
126+ 2.33% |
$18.8K - $20.6K
|
5.53K
$1.3M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
125+ 6.87% |
$18.6K - $20.4K
|
1.95K
$457K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
125+ 2.29% |
$18.6K - $20.4K
|
5.57K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
123+ 0.08% |
$18.3K - $20.1K
|
148K
$34.7M
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
121New |
$18K - $19.7K
|
121
$28.4K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
120+ 8.59% |
$17.9K - $19.6K
|
1.52K
$356K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
118+ 15.47% |
$17.6K - $19.3K
|
881
$207K
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
112+ 3.08% |
$16.7K - $18.3K
|
3.75K
$880K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
111+ 1.87% |
$16.5K - $18.1K
|
6.05K
$1.42M
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
110+ 6.41% |
$16.4K - $17.9K
|
1.83K
$429K
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
109+ 1.0% |
$16.2K - $17.8K
|
11K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
109+ 1.84% |
$16.2K - $17.8K
|
6.02K
$1.41M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
107+ 2.12% |
$15.9K - $17.5K
|
5.16K
$1.21M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
103+ 3.71% |
$15.3K - $16.8K
|
2.88K
$677K
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
102+ 5.19% |
$15.2K - $16.6K
|
2.07K
$486K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
101+ 1.2% |
$15K - $16.5K
|
8.53K
$2M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
100+ 1.08% |
$14.9K - $16.3K
|
9.36K
$2.2M
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
100+ 0.87% |
$14.9K - $16.3K
|
11.6K
$2.73M
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
99+ 3.57% |
$14.7K - $16.2K
|
2.88K
$675K
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
97+ 0.53% |
$14.4K - $15.8K
|
18.3K
$4.29M
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
96+ 4.02% |
$14.3K - $15.7K
|
2.48K
$583K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
95+ 5.27% |
$14.1K - $15.5K
|
1.9K
$446K
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
94+ 4.99% |
$14K - $15.3K
|
1.98K
$465K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
94+ 6.92% |
$14K - $15.3K
|
1.45K
$341K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
94+ 1.59% |
$14K - $15.3K
|
6K
$1.41M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
92+ 13.14% |
$13.7K - $15K
|
792
$186K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
92New |
$13.7K - $15K
|
92
$21.6K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
91+ 1.46% |
$13.5K - $14.8K
|
6.33K
$1.49M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
86+ 0.78% |
$12.8K - $14K
|
11.1K
$2.61M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
84+ 1.9% |
$12.5K - $13.7K
|
4.5K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
84+ 0.4% |
$12.5K - $13.7K
|
21.1K
$4.95M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
84+ 4.82% |
$12.5K - $13.7K
|
1.83K
$429K
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
80+ 2.74% |
$11.9K - $13.1K
|
3K
$704K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
77+ 8.01% |
$11.5K - $12.6K
|
1.04K
$244K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73+ 3.14% |
$10.9K - $11.9K
|
2.4K
$562K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
72+ 194.59% |
$10.7K - $11.7K
|
109
$25.6K
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
72+ 0.69% |
$10.7K - $11.7K
|
10.5K
$2.47M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
71+ 2.4% |
$10.6K - $11.6K
|
3.03K
$711K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
71+ 0.08% |
$10.6K - $11.6K
|
94.2K
$22.1M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
71+ 1.38% |
$10.6K - $11.6K
|
5.23K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
71+ 0.86% |
$10.6K - $11.6K
|
8.37K
$1.97M
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
70+ 2.4% |
$10.4K - $11.4K
|
2.99K
$702K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
70+ 2.05% |
$10.4K - $11.4K
|
3.48K
$818K
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
70+ 4.31% |
$10.4K - $11.4K
|
1.7K
$398K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
68+ 1.5% |
$10.1K - $11.1K
|
4.59K
$1.08M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
68+ 10.21% |
$10.1K - $11.1K
|
734
$172K
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
68+ 2.93% |
$10.1K - $11.1K
|
2.39K
$560K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
68+ 10.45% |
$10.1K - $11.1K
|
719
$169K
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
68+ 0.12% |
$10.1K - $11.1K
|
57.9K
$13.6M
|