Purchases and Sales Made in Q1 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2024. 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 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
160+ 1.9% |
$28.4K - $34.2K
|
8.6K
$2.02M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 3.6% |
$27.7K - $33.4K
|
4.49K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
155+ 11.12% |
$27.6K - $33.2K
|
1.55K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
153+ 12.93% |
$27.2K - $32.7K
|
1.34K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
152+ 2.79% |
$27K - $32.5K
|
5.61K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
150+ 2.69% |
$26.7K - $32.1K
|
5.72K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
149+ 7.55% |
$26.5K - $31.9K
|
2.12K
$498K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
147+ 1.49% |
$26.1K - $31.5K
|
9.99K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
143+ 2.66% |
$25.4K - $30.6K
|
5.52K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
142+ 3.81% |
$25.2K - $30.4K
|
3.87K
$909K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
140+ 10.47% |
$24.9K - $30K
|
1.48K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
140+ 0.96% |
$24.9K - $30K
|
14.7K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
137+ 7.73% |
$24.4K - $29.3K
|
1.91K
$448K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
134+ 0.07% |
$23.8K - $28.7K
|
181K
$42.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
131+ 3.83% |
$23.3K - $28K
|
3.55K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
131+ 0.6% |
$23.3K - $28K
|
22.1K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
129+ 0.22% |
$22.9K - $27.6K
|
57.7K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
126+ 2.85% |
$22.4K - $27K
|
4.55K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
126+ 8.76% |
$22.4K - $27K
|
1.56K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
125+ 14.64% |
$22.2K - $26.7K
|
979
$230K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
124+ 3.21% |
$22K - $26.5K
|
3.99K
$936K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
123+ 5.63% |
$21.9K - $26.3K
|
2.31K
$542K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
123+ 8.11% |
$21.9K - $26.3K
|
1.64K
$385K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
121+ 2.3% |
$21.5K - $25.9K
|
5.39K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
120+ 3.84% |
$21.3K - $25.7K
|
3.25K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
117+ 0.04% |
$20.8K - $25K
|
268K
$62.9M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
113+ 364.52% |
$20.1K - $24.2K
|
144
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
112+ 8.64% |
$19.9K - $24K
|
1.41K
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
111+ 0.14% |
$19.7K - $23.8K
|
80.3K
$18.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
111+ 5.14% |
$19.7K - $23.8K
|
2.27K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
110+ 6.15% |
$19.6K - $23.5K
|
1.9K
$446K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
109+ 1.68% |
$19.4K - $23.3K
|
6.59K
$1.55M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
107+ 1.84% |
$19K - $22.9K
|
5.91K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
106+ 7.05% |
$18.8K - $22.7K
|
1.61K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
105+ 3.38% |
$18.7K - $22.5K
|
3.21K
$753K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
104+ 2.17% |
$18.5K - $22.3K
|
4.9K
$1.15M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
104+ 0.3% |
$18.5K - $22.3K
|
35.3K
$8.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
103+ 1.24% |
$18.3K - $22K
|
8.42K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
103+ 8.0% |
$18.3K - $22K
|
1.39K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102+ 2.08% |
$18.1K - $21.8K
|
5.01K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
102+ 7.86% |
$18.1K - $21.8K
|
1.4K
$328K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 3.14% |
$17.8K - $21.4K
|
3.29K
$772K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$17.8K - $21.4K
|
100
$23.5K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
98+ 1.53% |
$17.4K - $21K
|
6.5K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
96+ 4.51% |
$17.1K - $20.5K
|
2.23K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
95+ 0.5% |
$16.9K - $20.3K
|
19.2K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
94+ 5.51% |
$16.7K - $20.1K
|
1.8K
$423K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
93+ 25.48% |
$16.5K - $19.9K
|
458
$108K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
91+ 2.86% |
$16.2K - $19.5K
|
3.27K
$768K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$16.2K - $19.5K
|
91
$21.4K
|