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 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-21- 0.54% |
$3.13K - $3.43K
|
3.83K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21- 1.53% |
$3.13K - $3.43K
|
1.35K
$318K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-22- 1.44% |
$3.27K - $3.59K
|
1.5K
$352K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22- 0.06% |
$3.27K - $3.59K
|
38.4K
$9M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-23- 1.3% |
$3.42K - $3.75K
|
1.75K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-24- 1.77% |
$3.57K - $3.92K
|
1.33K
$312K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-25- 3.94% |
$3.72K - $4.08K
|
609
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 2.1% |
$3.87K - $4.24K
|
1.22K
$285K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26- 1.99% |
$3.87K - $4.24K
|
1.28K
$300K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.67% |
$3.87K - $4.24K
|
3.86K
$905K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-27- 4.0% |
$4.02K - $4.41K
|
648
$152K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27- 0.46% |
$4.02K - $4.41K
|
5.87K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-29- 1.61% |
$4.32K - $4.73K
|
1.77K
$416K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-29- 0.71% |
$4.32K - $4.73K
|
4.05K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29- 22.31% |
$4.32K - $4.73K
|
101
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-29- 1.41% |
$4.32K - $4.73K
|
2.02K
$475K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-30- 0.25% |
$4.46K - $4.9K
|
11.8K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.1% |
$4.46K - $4.9K
|
31.2K
$7.32M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30- 1.74% |
$4.46K - $4.9K
|
1.69K
$397K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 24.79% |
$4.46K - $4.9K
|
91
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.26% |
$4.61K - $5.06K
|
11.7K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-32- 2.41% |
$4.76K - $5.22K
|
1.3K
$305K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-32- 2.65% |
$4.76K - $5.22K
|
1.18K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32- 2.15% |
$4.76K - $5.22K
|
1.45K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-33- 0.45% |
$4.91K - $5.38K
|
7.36K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-34- 4.03% |
$5.06K - $5.55K
|
809
$190K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-34- 0.86% |
$5.06K - $5.55K
|
3.94K
$924K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 0.87% |
$5.21K - $5.71K
|
3.97K
$932K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-35- 11.22% |
$5.21K - $5.71K
|
277
$65K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-35- 1.37% |
$5.21K - $5.71K
|
2.53K
$593K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-36- 1.21% |
$5.36K - $5.87K
|
2.94K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-36- 0.16% |
$5.36K - $5.87K
|
21.9K
$5.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-37- 1.26% |
$5.51K - $6.04K
|
2.89K
$679K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-37- 2.21% |
$5.51K - $6.04K
|
1.64K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-38- 0.3% |
$5.66K - $6.2K
|
12.7K
$2.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-38- 2.58% |
$5.66K - $6.2K
|
1.44K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-38- 2.13% |
$5.66K - $6.2K
|
1.75K
$410K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-42- 1.34% |
$6.25K - $6.85K
|
3.1K
$727K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-42- 1.45% |
$6.25K - $6.85K
|
2.86K
$671K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-42- 80.77% |
$6.25K - $6.85K
|
10
$2.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44- 0.87% |
$6.55K - $7.18K
|
5K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-44- 0.69% |
$6.55K - $7.18K
|
6.34K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-45- 0.74% |
$6.7K - $7.34K
|
6.01K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-45- 1.49% |
$6.7K - $7.34K
|
2.98K
$700K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-45- 3.8% |
$6.7K - $7.34K
|
1.14K
$267K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-46- 6.16% |
$6.85K - $7.51K
|
701
$165K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.89% |
$6.85K - $7.51K
|
5.11K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-46- 0.37% |
$6.85K - $7.51K
|
12.3K
$2.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-48- 2.2% |
$7.14K - $7.83K
|
2.13K
$501K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 14.04% |
$7.29K - $8K
|
300
$70.4K
|