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 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 1.74% |
$31.3K - $37.7K
|
9.93K
$2.12M
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-178- 2.25% |
$31.6K - $38.1K
|
7.74K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-178- 21.02% |
$31.6K - $38.1K
|
669
$143K
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-185- 0.77% |
$32.9K - $39.6K
|
23.9K
$5.09M
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-185- 7.12% |
$32.9K - $39.6K
|
2.41K
$514K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-186- 11.96% |
$33.1K - $39.8K
|
1.37K
$292K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-186- 9.61% |
$33.1K - $39.8K
|
1.75K
$373K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-189- 18.9% |
$33.6K - $40.4K
|
811
$173K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-193- 2.61% |
$34.3K - $41.3K
|
7.19K
$1.53M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-199- 3.73% |
$35.4K - $42.6K
|
5.14K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-199- 0.64% |
$35.4K - $42.6K
|
30.9K
$6.59M
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 2.4% |
$35.6K - $42.8K
|
8.14K
$1.73M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-200- 15.2% |
$35.6K - $42.8K
|
1.12K
$238K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-200- 5.36% |
$35.6K - $42.8K
|
3.53K
$752K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 4.81% |
$35.6K - $42.8K
|
3.96K
$844K
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-200- 4.05% |
$35.6K - $42.8K
|
4.74K
$1.01M
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 13.25% |
$35.6K - $42.8K
|
1.31K
$279K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-201- 18.53% |
$35.7K - $43K
|
884
$188K
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-202- 0.6% |
$35.9K - $43.2K
|
33.5K
$7.13M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-203- 4.24% |
$36.1K - $43.4K
|
4.59K
$977K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-206- 6.5% |
$36.6K - $44.1K
|
2.96K
$632K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-207- 13.34% |
$36.8K - $44.3K
|
1.35K
$287K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-208- 6.83% |
$37K - $44.5K
|
2.84K
$604K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 17.08% |
$37.2K - $44.7K
|
1.02K
$216K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-210- 2.37% |
$37.3K - $44.9K
|
8.64K
$1.84M
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-213- 1.59% |
$37.9K - $45.6K
|
13.2K
$2.8M
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-213- 3.68% |
$37.9K - $45.6K
|
5.58K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-214- 8.98% |
$38K - $45.8K
|
2.17K
$462K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-215- 2.47% |
$38.2K - $46K
|
8.5K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-217- 0.95% |
$38.6K - $46.4K
|
22.5K
$4.8M
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-221- 0.14% |
$39.3K - $47.3K
|
161K
$34.2M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-225- 10.72% |
$40K - $48.1K
|
1.87K
$399K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-227- 5.67% |
$40.4K - $48.6K
|
3.78K
$804K
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-234- 2.8% |
$41.6K - $50.1K
|
8.12K
$1.73M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-234- 15.64% |
$41.6K - $50.1K
|
1.26K
$269K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-240- 1.77% |
$42.7K - $51.4K
|
13.4K
$2.85M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 8.29% |
$43.7K - $52.6K
|
2.72K
$580K
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-249- 13.22% |
$44.3K - $53.3K
|
1.64K
$348K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-249- 4.94% |
$44.3K - $53.3K
|
4.79K
$1.02M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-249- 2.87% |
$44.3K - $53.3K
|
8.42K
$1.79M
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-250- 20.0% |
$44.4K - $53.5K
|
1K
$213K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-250- 11.85% |
$44.4K - $53.5K
|
1.86K
$396K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-252- 2.64% |
$44.8K - $53.9K
|
9.3K
$1.98M
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-252- 1.08% |
$44.8K - $53.9K
|
23.1K
$4.93M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-253- 14.0% |
$45K - $54.1K
|
1.55K
$331K
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-257- 3.55% |
$45.7K - $55K
|
6.99K
$1.49M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-260- 3.25% |
$46.2K - $55.6K
|
7.74K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-261- 0.85% |
$46.4K - $55.8K
|
30.5K
$6.5M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-266- 11.47% |
$47.3K - $56.9K
|
2.05K
$438K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-269- 0.32% |
$47.8K - $57.6K
|
82.7K
$17.6M
|