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 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-227- 5.67% |
$40.4K - $48.6K
|
3.78K
$886K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-228- 2.1% |
$40.5K - $48.8K
|
10.6K
$2.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-234- 2.8% |
$41.6K - $50.1K
|
8.12K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-234- 15.64% |
$41.6K - $50.1K
|
1.26K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-240- 1.77% |
$42.7K - $51.4K
|
13.4K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 8.29% |
$43.7K - $52.6K
|
2.72K
$639K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-249- 13.22% |
$44.3K - $53.3K
|
1.64K
$384K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-249- 4.94% |
$44.3K - $53.3K
|
4.79K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-249- 2.87% |
$44.3K - $53.3K
|
8.42K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-250- 20.0% |
$44.4K - $53.5K
|
1K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-250- 11.85% |
$44.4K - $53.5K
|
1.86K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-252- 2.64% |
$44.8K - $53.9K
|
9.3K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-252- 1.08% |
$44.8K - $53.9K
|
23.1K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-253- 14.0% |
$45K - $54.1K
|
1.55K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-257- 3.55% |
$45.7K - $55K
|
6.99K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-260- 3.25% |
$46.2K - $55.6K
|
7.74K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-261- 0.85% |
$46.4K - $55.8K
|
30.5K
$7.16M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-266- 11.47% |
$47.3K - $56.9K
|
2.05K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-269- 0.32% |
$47.8K - $57.6K
|
82.7K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-273- 5.41% |
$48.5K - $58.4K
|
4.77K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-275- 6.28% |
$48.9K - $58.8K
|
4.1K
$963K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-275- 15.81% |
$48.9K - $58.8K
|
1.46K
$344K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-275- 35.48% |
$48.9K - $58.8K
|
500
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-276- 1.97% |
$49.1K - $59.1K
|
13.7K
$3.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-277- 6.17% |
$49.2K - $59.3K
|
4.22K
$990K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-278- 4.14% |
$49.4K - $59.5K
|
6.44K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-278- 23.94% |
$49.4K - $59.5K
|
883
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-281- 19.35% |
$50K - $60.1K
|
1.17K
$275K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-283- 3.54% |
$50.3K - $60.6K
|
7.72K
$1.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-295- 2.01% |
$52.4K - $63.1K
|
14.4K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-299- 3.24% |
$53.2K - $64K
|
8.92K
$2.09M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-299- 3.24% |
$53.2K - $64K
|
8.92K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-300- 7.98% |
$53.3K - $64.2K
|
3.46K
$812K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-300- 12.48% |
$53.3K - $64.2K
|
2.1K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-303- 9.06% |
$53.9K - $64.8K
|
3.04K
$714K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-303- 0.64% |
$53.9K - $64.8K
|
47.4K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-307- 15.59% |
$54.6K - $65.7K
|
1.66K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-309- 5.37% |
$54.9K - $66.1K
|
5.44K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-310- 5.75% |
$55.1K - $66.3K
|
5.08K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-311- 0.42% |
$55.3K - $66.5K
|
73.9K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-313- 0.66% |
$55.6K - $67K
|
46.8K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-314- 4.13% |
$55.8K - $67.2K
|
7.29K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-319- 78.0% |
$56.7K - $68.3K
|
90
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-324- 21.77% |
$57.6K - $69.3K
|
1.16K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-325- 12.32% |
$57.8K - $69.5K
|
2.31K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-327- 19.21% |
$58.1K - $70K
|
1.38K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-328- 86.54% |
$58.3K - $70.2K
|
51
$12K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-328- 2.65% |
$58.3K - $70.2K
|
12.1K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-332- 2.12% |
$59K - $71K
|
15.3K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-333- 0.53% |
$59.2K - $71.3K
|
62.2K
$14.6M
|