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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-942- 46.34% |
$186K - $210K
|
1.09K
$256K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-956- 2.13% |
$188K - $214K
|
43.9K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-959- 8.15% |
$189K - $214K
|
10.8K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-959Closed |
$189K - $214K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-960- 33.32% |
$189K - $215K
|
1.92K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-963- 0.65% |
$190K - $215K
|
146K
$34.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-971- 26.18% |
$191K - $217K
|
2.74K
$643K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-979- 1.72% |
$193K - $219K
|
55.9K
$13.1M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-995Closed |
$196K - $222K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-997- 11.08% |
$196K - $223K
|
8K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1K- 11.35% |
$197K - $223K
|
7.81K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1K- 5.77% |
$197K - $224K
|
16.4K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 26.27% |
$198K - $225K
|
2.83K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.01K- 3.08% |
$200K - $227K
|
31.9K
$7.49M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.02K- 34.41% |
$200K - $227K
|
1.94K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.07K- 1.0% |
$210K - $238K
|
105K
$24.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 2.32% |
$211K - $239K
|
45K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.07K- 0.41% |
$212K - $240K
|
260K
$61.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.09K- 7.54% |
$215K - $244K
|
13.4K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.14K- 4.54% |
$224K - $255K
|
23.9K
$5.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 6.49% |
$228K - $259K
|
16.7K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.16K- 2.71% |
$229K - $259K
|
41.7K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.16K- 26.33% |
$229K - $260K
|
3.25K
$764K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.17K- 23.5% |
$230K - $261K
|
3.8K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.18K- 15.48% |
$232K - $263K
|
6.42K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 18.96% |
$233K - $265K
|
5.06K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.19K- 1.77% |
$235K - $267K
|
66.1K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.19K- 4.72% |
$235K - $267K
|
24.1K
$5.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 37.77% |
$242K - $274K
|
2.02K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.23K- 35.98% |
$243K - $276K
|
2.19K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.25K- 8.03% |
$247K - $280K
|
14.4K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.27K- 1.79% |
$250K - $283K
|
69.5K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.27K- 4.29% |
$250K - $283K
|
28.3K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 4.4% |
$254K - $288K
|
28K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 1.12% |
$256K - $290K
|
114K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.31K- 10.88% |
$257K - $292K
|
10.7K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.36K- 20.89% |
$268K - $304K
|
5.15K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.37K- 13.25% |
$270K - $306K
|
8.98K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 5.26% |
$274K - $310K
|
25K
$5.87M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.39K- 2.39% |
$274K - $311K
|
56.8K
$13.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.39K- 1.47% |
$274K - $311K
|
93.1K
$21.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.4K- 4.16% |
$275K - $312K
|
32.2K
$7.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.41K- 0.76% |
$277K - $314K
|
183K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.42K- 7.21% |
$279K - $316K
|
18.2K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.43K- 1.22% |
$281K - $318K
|
115K
$27M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.44K- 8.33% |
$284K - $322K
|
15.8K
$3.72M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.44K- 5.24% |
$284K - $322K
|
26K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.45K- 24.57% |
$285K - $324K
|
4.45K
$1.04M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.47K- 0.9% |
$290K - $329K
|
162K
$38.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.51K- 9.99% |
$297K - $337K
|
13.6K
$3.19M
|