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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
91+ 4.23% |
$16.2K - $19.5K
|
2.24K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
90+ 1.22% |
$16K - $19.3K
|
7.46K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
88+ 0.12% |
$15.6K - $18.8K
|
75.8K
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
85+ 3.28% |
$15.1K - $18.2K
|
2.67K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
85+ 2.28% |
$15.1K - $18.2K
|
3.82K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 1.29% |
$14.9K - $18K
|
6.61K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
81+ 1.75% |
$14.4K - $17.3K
|
4.71K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
81+ 1.85% |
$14.4K - $17.3K
|
4.46K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 2.63% |
$14.2K - $17.1K
|
3.12K
$732K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
77+ 3.12% |
$13.7K - $16.5K
|
2.54K
$597K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
77+ 0.81% |
$13.7K - $16.5K
|
9.58K
$2.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
75+ 170.45% |
$13.3K - $16K
|
119
$27.9K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
75+ 0.17% |
$13.3K - $16K
|
43.5K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
72+ 1.65% |
$12.8K - $15.4K
|
4.44K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
69+ 17.0% |
$12.3K - $14.8K
|
475
$112K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
67+ 1.23% |
$11.9K - $14.3K
|
5.49K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
66+ 0.97% |
$11.7K - $14.1K
|
6.89K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
66+ 3.63% |
$11.7K - $14.1K
|
1.88K
$442K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
66+ 3.69% |
$11.7K - $14.1K
|
1.85K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
66+ 2.45% |
$11.7K - $14.1K
|
2.76K
$648K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
64+ 1.57% |
$11.4K - $13.7K
|
4.13K
$970K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
63+ 0.36% |
$11.2K - $13.5K
|
17.6K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
63+ 2.19% |
$11.2K - $13.5K
|
2.95K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
63+ 0.45% |
$11.2K - $13.5K
|
14.1K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61+ 8.8% |
$10.8K - $13.1K
|
754
$177K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60+ 4.91% |
$10.7K - $12.8K
|
1.28K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
60+ 3.44% |
$10.7K - $12.8K
|
1.8K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
60+ 0.95% |
$10.7K - $12.8K
|
6.38K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59+ 37.34% |
$10.5K - $12.6K
|
217
$50.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
57+ 0.22% |
$10.1K - $12.2K
|
26.4K
$6.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 2.23% |
$9.96K - $12K
|
2.57K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
56+ 0.12% |
$9.96K - $12K
|
46.9K
$11M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 4.64% |
$9.78K - $11.8K
|
1.24K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
55+ 0.58% |
$9.78K - $11.8K
|
9.5K
$2.23M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
55+ 0.67% |
$9.78K - $11.8K
|
8.3K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
54+ 0.47% |
$9.6K - $11.6K
|
11.6K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 207.69% |
$9.6K - $11.6K
|
80
$18.8K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
54+ 145.95% |
$9.6K - $11.6K
|
91
$21.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
53+ 2.65% |
$9.42K - $11.3K
|
2.05K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 4.42% |
$9.24K - $11.1K
|
1.23K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
51+ 4.03% |
$9.07K - $10.9K
|
1.32K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 1.18% |
$8.89K - $10.7K
|
4.27K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 2.59% |
$8.89K - $10.7K
|
1.98K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
50+ 1.11% |
$8.89K - $10.7K
|
4.55K
$1.07M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.19% |
$8.89K - $10.7K
|
4.26K
$999K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
49+ 29.7% |
$8.71K - $10.5K
|
214
$50.2K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46+ 1.97% |
$8.18K - $9.84K
|
2.38K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$8.18K - $9.84K
|
46
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
44+ 0.11% |
$7.82K - $9.41K
|
39.1K
$9.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
43+ 0.24% |
$7.64K - $9.2K
|
18.2K
$4.28M
|