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 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-71- 4.03% |
$12.6K - $15.2K
|
1.69K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-72- 1.12% |
$12.8K - $15.4K
|
6.35K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-72- 3.45% |
$12.8K - $15.4K
|
2.01K
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.62% |
$13.3K - $16K
|
4.57K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-75- 0.35% |
$13.3K - $16K
|
21.2K
$4.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 15.0% |
$13.3K - $16K
|
425
$99.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75- 5.56% |
$13.3K - $16K
|
1.27K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-75- 6.0% |
$13.3K - $16K
|
1.17K
$276K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-76- 2.53% |
$13.5K - $16.3K
|
2.93K
$688K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-76- 0.03% |
$13.5K - $16.3K
|
233K
$54.7M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-77- 23.48% |
$13.7K - $16.5K
|
251
$58.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-78- 1.95% |
$13.9K - $16.7K
|
3.93K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-78- 5.66% |
$13.9K - $16.7K
|
1.3K
$305K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-79- 2.19% |
$14K - $16.9K
|
3.53K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-79- 6.82% |
$14K - $16.9K
|
1.08K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-79- 4.78% |
$14K - $16.9K
|
1.57K
$369K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-82- 5.38% |
$14.6K - $17.5K
|
1.44K
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-83- 0.54% |
$14.8K - $17.8K
|
15.3K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-83- 1.05% |
$14.8K - $17.8K
|
7.86K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-83- 2.02% |
$14.8K - $17.8K
|
4.03K
$945K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-85- 1.92% |
$15.1K - $18.2K
|
4.34K
$1.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86- 2.14% |
$15.3K - $18.4K
|
3.93K
$922K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-86- 0.68% |
$15.3K - $18.4K
|
12.6K
$2.96M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-86- 0.88% |
$15.3K - $18.4K
|
9.72K
$2.28M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-87- 0.34% |
$15.5K - $18.6K
|
25.6K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-87- 5.01% |
$15.5K - $18.6K
|
1.65K
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-89- 13.24% |
$15.8K - $19K
|
583
$137K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-89- 3.24% |
$15.8K - $19K
|
2.66K
$624K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-90- 0.56% |
$16K - $19.3K
|
15.9K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 7.63% |
$16K - $19.3K
|
1.09K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-91- 23.82% |
$16.2K - $19.5K
|
291
$68.3K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-93- 4.19% |
$16.5K - $19.9K
|
2.12K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-95- 9.66% |
$16.9K - $20.3K
|
888
$208K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-95- 2.28% |
$16.9K - $20.3K
|
4.07K
$955K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-95- 3.66% |
$16.9K - $20.3K
|
2.5K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-96- 8.62% |
$17.1K - $20.5K
|
1.02K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-97- 6.48% |
$17.2K - $20.8K
|
1.4K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-97- 8.35% |
$17.2K - $20.8K
|
1.07K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-98- 1.9% |
$17.4K - $21K
|
5.05K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-99- 7.13% |
$17.6K - $21.2K
|
1.29K
$303K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-100- 8.35% |
$17.8K - $21.4K
|
1.1K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 5.77% |
$17.8K - $21.4K
|
1.63K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 6.14% |
$17.8K - $21.4K
|
1.53K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-100- 0.44% |
$17.8K - $21.4K
|
22.9K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.47% |
$17.8K - $21.4K
|
6.7K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 7.52% |
$17.8K - $21.4K
|
1.23K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 1.77% |
$17.8K - $21.4K
|
5.55K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-100- 4.16% |
$17.8K - $21.4K
|
2.3K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-100- 0.43% |
$17.8K - $21.4K
|
22.9K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-100- 2.06% |
$17.8K - $21.4K
|
4.75K
$1.11M
|