Purchases and Sales Made in Q3 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
54+ 5.23% |
$10.6K - $12.1K
|
1.09K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
54+ 1.95% |
$10.6K - $12.1K
|
2.82K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
54+ 4.19% |
$10.6K - $12.1K
|
1.34K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 3.12% |
$10.4K - $11.8K
|
1.75K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 2.36% |
$10.4K - $11.8K
|
2.3K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 3.45% |
$10.4K - $11.8K
|
1.59K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
52+ 0.96% |
$10.2K - $11.6K
|
5.45K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$12.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$12.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
51+ 2.35% |
$10K - $11.4K
|
2.22K
$521K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 1.15% |
$9.85K - $11.2K
|
4.39K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 4.69% |
$9.85K - $11.2K
|
1.12K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 3.21% |
$9.85K - $11.2K
|
1.61K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
50+ 0.66% |
$9.85K - $11.2K
|
7.59K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 3.81% |
$9.85K - $11.2K
|
1.36K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
50+ 0.17% |
$9.85K - $11.2K
|
29.1K
$6.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50+ 4.68% |
$9.85K - $11.2K
|
1.12K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
50+ 5.14% |
$9.85K - $11.2K
|
1.02K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
50New |
$9.85K - $11.2K
|
50
$11.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 7.49% |
$9.85K - $11.2K
|
718
$169K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50+ 94.34% |
$9.85K - $11.2K
|
103
$24.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.9% |
$9.65K - $10.9K
|
2.63K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
49+ 4.14% |
$9.65K - $10.9K
|
1.23K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
48+ 2.7% |
$9.45K - $10.7K
|
1.83K
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 4.26% |
$9.26K - $10.5K
|
1.15K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
47+ 2.33% |
$9.26K - $10.5K
|
2.06K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
46+ 0.36% |
$9.06K - $10.3K
|
12.7K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
46+ 3.86% |
$9.06K - $10.3K
|
1.24K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
45+ 1.1% |
$8.86K - $10.1K
|
4.13K
$970K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
44+ 0.2% |
$8.67K - $9.83K
|
22K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 1.35% |
$8.67K - $9.83K
|
3.31K
$778K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 2.21% |
$8.67K - $9.83K
|
2.04K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
44+ 0.8% |
$8.67K - $9.83K
|
5.54K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
44+ 2.59% |
$8.67K - $9.83K
|
1.74K
$409K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
42+ 2.22% |
$8.27K - $9.38K
|
1.93K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 2.01% |
$8.27K - $9.38K
|
2.13K
$500K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 2.88% |
$8.08K - $9.16K
|
1.47K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
40+ 0.93% |
$7.88K - $8.94K
|
4.33K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
39+ 1.48% |
$7.68K - $8.71K
|
2.67K
$627K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
38+ 1.17% |
$7.48K - $8.49K
|
3.28K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
38+ 2.78% |
$7.48K - $8.49K
|
1.41K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37+ 1.94% |
$7.29K - $8.27K
|
1.94K
$456K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
37+ 10.54% |
$7.29K - $8.27K
|
388
$91.1K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
37+ 10.54% |
$7.29K - $8.27K
|
388
$91.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
36+ 0.45% |
$7.09K - $8.04K
|
8.1K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 2.56% |
$7.09K - $8.04K
|
1.45K
$339K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
36+ 3.81% |
$7.09K - $8.04K
|
981
$230K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
34+ 1.2% |
$6.7K - $7.6K
|
2.88K
$675K
|