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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.19% |
$7.44K - $8.16K
|
4.16K
$976K
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-50- 0.24% |
$7.44K - $8.16K
|
20.8K
$4.87M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50Closed |
$7.44K - $8.16K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-51- 1.36% |
$7.59K - $8.32K
|
3.71K
$871K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-51- 3.58% |
$7.59K - $8.32K
|
1.38K
$323K
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
SELL
|
- |
-52- 1.61% |
$7.74K - $8.48K
|
3.18K
$747K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 1.27% |
$8.04K - $8.81K
|
4.2K
$987K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 20.0% |
$8.19K - $8.97K
|
220
$51.7K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-55- 0.39% |
$8.19K - $8.97K
|
14.2K
$3.34M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-56- 2.33% |
$8.33K - $9.14K
|
2.35K
$551K
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-58- 2.18% |
$8.63K - $9.46K
|
2.6K
$611K
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-59- 1.58% |
$8.78K - $9.63K
|
3.67K
$861K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-60- 2.76% |
$8.93K - $9.79K
|
2.12K
$497K
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-60- 0.7% |
$8.93K - $9.79K
|
8.48K
$1.99M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-61- 3.6% |
$9.08K - $9.95K
|
1.63K
$383K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-63- 2.59% |
$9.38K - $10.3K
|
2.37K
$556K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-68- 4.64% |
$10.1K - $11.1K
|
1.4K
$328K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-69- 2.87% |
$10.3K - $11.3K
|
2.33K
$548K
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-70- 0.26% |
$10.4K - $11.4K
|
26.8K
$6.29M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-70- 33.82% |
$10.4K - $11.4K
|
137
$32.2K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-70- 2.43% |
$10.4K - $11.4K
|
2.81K
$659K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 4.69% |
$10.4K - $11.4K
|
1.42K
$334K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-70- 4.08% |
$10.4K - $11.4K
|
1.64K
$386K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-72- 1.71% |
$10.7K - $11.7K
|
4.13K
$969K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-72- 2.46% |
$10.7K - $11.7K
|
2.85K
$670K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75- 4.23% |
$11.2K - $12.2K
|
1.7K
$399K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-77- 0.34% |
$11.5K - $12.6K
|
22.8K
$5.36M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-78- 1.79% |
$11.6K - $12.7K
|
4.29K
$1.01M
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-79- 0.51% |
$11.8K - $12.9K
|
15.4K
$3.6M
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-80- 1.24% |
$11.9K - $13.1K
|
6.36K
$1.49M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-80- 3.03% |
$11.9K - $13.1K
|
2.56K
$602K
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-81- 1.34% |
$12.1K - $13.2K
|
5.96K
$1.4M
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-81- 3.9% |
$12.1K - $13.2K
|
2K
$468K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-81- 0.76% |
$12.1K - $13.2K
|
10.5K
$2.47M
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-82- 0.29% |
$12.2K - $13.4K
|
27.9K
$6.54M
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-85- 0.14% |
$12.7K - $13.9K
|
62.7K
$14.7M
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-86- 0.09% |
$12.8K - $14K
|
98.4K
$23.1M
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-87- 0.74% |
$12.9K - $14.2K
|
11.6K
$2.73M
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
SELL
|
- |
-89- 0.28% |
$13.2K - $14.5K
|
31.8K
$7.47M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-89- 0.97% |
$13.2K - $14.5K
|
9.05K
$2.12M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 2.1% |
$13.4K - $14.7K
|
4.19K
$984K
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-92- 1.14% |
$13.7K - $15K
|
7.98K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-93- 2.31% |
$13.8K - $15.2K
|
3.94K
$924K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-94- 1.87% |
$14K - $15.3K
|
4.92K
$1.16M
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-97- 1.96% |
$14.4K - $15.8K
|
4.86K
$1.14M
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-99- 1.5% |
$14.7K - $16.2K
|
6.49K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-99- 5.72% |
$14.7K - $16.2K
|
1.63K
$383K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-99- 4.23% |
$14.7K - $16.2K
|
2.24K
$526K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 1.12% |
$14.9K - $16.3K
|
8.8K
$2.07M
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-100- 3.97% |
$14.9K - $16.3K
|
2.42K
$568K
|