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 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-273- 5.41% |
$48.5K - $58.4K
|
4.77K
$1.02M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-275- 6.28% |
$48.9K - $58.8K
|
4.1K
$874K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-275- 15.81% |
$48.9K - $58.8K
|
1.46K
$312K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-275- 35.48% |
$48.9K - $58.8K
|
500
$107K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-276- 1.97% |
$49.1K - $59.1K
|
13.7K
$2.92M
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-277- 6.17% |
$49.2K - $59.3K
|
4.22K
$898K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-278- 4.14% |
$49.4K - $59.5K
|
6.44K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-278- 23.94% |
$49.4K - $59.5K
|
883
$188K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-281- 19.35% |
$50K - $60.1K
|
1.17K
$250K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-283- 3.54% |
$50.3K - $60.6K
|
7.72K
$1.64M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-295- 2.01% |
$52.4K - $63.1K
|
14.4K
$3.07M
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-299- 3.24% |
$53.2K - $64K
|
8.92K
$1.9M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-299- 3.24% |
$53.2K - $64K
|
8.92K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-300- 7.98% |
$53.3K - $64.2K
|
3.46K
$737K
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-303- 9.06% |
$53.9K - $64.8K
|
3.04K
$648K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-303- 0.64% |
$53.9K - $64.8K
|
47.4K
$10.1M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-307- 15.59% |
$54.6K - $65.7K
|
1.66K
$354K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-309- 5.37% |
$54.9K - $66.1K
|
5.44K
$1.16M
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-310- 5.75% |
$55.1K - $66.3K
|
5.08K
$1.08M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-311- 0.42% |
$55.3K - $66.5K
|
73.9K
$15.7M
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-313- 0.66% |
$55.6K - $67K
|
46.8K
$9.98M
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-314- 4.13% |
$55.8K - $67.2K
|
7.29K
$1.55M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-319- 78.0% |
$56.7K - $68.3K
|
90
$19.2K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-324- 21.77% |
$57.6K - $69.3K
|
1.16K
$248K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-325- 12.32% |
$57.8K - $69.5K
|
2.31K
$493K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-327- 19.21% |
$58.1K - $70K
|
1.38K
$293K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-328- 86.54% |
$58.3K - $70.2K
|
51
$10.9K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-328- 2.65% |
$58.3K - $70.2K
|
12.1K
$2.57M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-332- 2.12% |
$59K - $71K
|
15.3K
$3.27M
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-333- 0.53% |
$59.2K - $71.3K
|
62.2K
$13.3M
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-334- 1.3% |
$59.4K - $71.5K
|
25.4K
$5.41M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-341- 9.82% |
$60.6K - $73K
|
3.13K
$667K
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-342- 1.61% |
$60.8K - $73.2K
|
21K
$4.46M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-343- 1.37% |
$61K - $73.4K
|
24.7K
$5.26M
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-350- 1.31% |
$62.2K - $74.9K
|
26.3K
$5.61M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-350- 24.36% |
$62.2K - $74.9K
|
1.09K
$232K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-351- 20.57% |
$62.4K - $75.1K
|
1.36K
$289K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-353- 1.05% |
$62.8K - $75.5K
|
33.1K
$7.06M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-353- 13.83% |
$62.8K - $75.5K
|
2.2K
$469K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-353- 21.58% |
$62.8K - $75.5K
|
1.28K
$273K
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-354- 3.76% |
$62.9K - $75.7K
|
9.05K
$1.93M
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-358- 3.08% |
$63.6K - $76.6K
|
11.3K
$2.4M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-359- 4.24% |
$63.8K - $76.8K
|
8.11K
$1.73M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 26.63% |
$63.8K - $76.8K
|
989
$211K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-360- 2.41% |
$64K - $77K
|
14.6K
$3.11M
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-365- 0.8% |
$64.9K - $78.1K
|
45.2K
$9.62M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-376- 1.19% |
$66.8K - $80.5K
|
31.2K
$6.64M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-383- 4.16% |
$68.1K - $82K
|
8.82K
$1.88M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-388- 0.57% |
$69K - $83K
|
68.2K
$14.5M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-388- 13.45% |
$69K - $83K
|
2.5K
$532K
|