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 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.05% |
$394 - $447
|
4.36K
$929K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.09% |
$394 - $447
|
2.15K
$458K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 14.29% |
$394 - $447
|
16
$3.41K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.08% |
$197 - $223
|
1.24K
$263K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.1% |
$197 - $223
|
986
$210K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.93% |
$197 - $223
|
108
$23K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$197 - $223
|
2.69K
$573K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$197 - $223
|
16K
$3.41M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.06% |
$197 - $223
|
1.76K
$376K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.08% |
$197 - $223
|
1.27K
$271K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.03% |
$197 - $223
|
32
$6.82K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2- 0.07% |
$394 - $447
|
2.77K
$590K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 8.33% |
$591 - $670
|
33
$7.03K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.41% |
$788 - $894
|
963
$205K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4- 0.06% |
$788 - $894
|
6.82K
$1.45M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.25% |
$985 - $1.12K
|
2.02K
$430K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5- 0.15% |
$985 - $1.12K
|
3.35K
$713K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.5% |
$1.97K - $2.23K
|
1.99K
$423K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-15- 1.43% |
$2.95K - $3.35K
|
1.03K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-16- 0.26% |
$3.15K - $3.58K
|
6.08K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 0.66% |
$3.35K - $3.8K
|
2.56K
$546K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-18- 1.77% |
$3.55K - $4.02K
|
1K
$213K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-20- 0.8% |
$3.94K - $4.47K
|
2.49K
$530K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-20- 2.03% |
$3.94K - $4.47K
|
967
$206K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-28- 1.0% |
$5.51K - $6.26K
|
2.77K
$590K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-29- 0.16% |
$5.71K - $6.48K
|
18.2K
$3.88M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-35- 1.07% |
$6.89K - $7.82K
|
3.24K
$690K
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-35- 1.74% |
$6.89K - $7.82K
|
1.98K
$422K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-36- 3.43% |
$7.09K - $8.04K
|
1.01K
$216K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-37- 0.02% |
$7.29K - $8.27K
|
232K
$49.4M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-39- 1.25% |
$7.68K - $8.71K
|
3.08K
$657K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-40- 9.76% |
$7.88K - $8.94K
|
370
$78.8K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-41- 3.9% |
$8.08K - $9.16K
|
1.01K
$215K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-41- 2.6% |
$8.08K - $9.16K
|
1.54K
$327K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-43- 4.12% |
$8.47K - $9.61K
|
1K
$213K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-44- 0.76% |
$8.67K - $9.83K
|
5.71K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-50- 2.95% |
$9.85K - $11.2K
|
1.65K
$351K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.44% |
$9.85K - $11.2K
|
11.4K
$2.42M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-55- 1.09% |
$10.8K - $12.3K
|
4.97K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-59- 2.81% |
$11.6K - $13.2K
|
2.04K
$435K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-60- 0.47% |
$11.8K - $13.4K
|
12.7K
$2.71M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-61- 2.64% |
$12K - $13.6K
|
2.25K
$479K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-62- 31.16% |
$12.2K - $13.9K
|
137
$29.2K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 2.69% |
$13.2K - $15K
|
2.42K
$516K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-68- 0.69% |
$13.4K - $15.2K
|
9.79K
$2.09M
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-71- 0.65% |
$14K - $15.9K
|
10.8K
$2.3M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-73- 5.97% |
$14.4K - $16.3K
|
1.15K
$245K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 1.22% |
$14.8K - $16.8K
|
6.05K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 0.49% |
$14.8K - $16.8K
|
15.2K
$3.25M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-77- 0.18% |
$15.2K - $17.2K
|
43.7K
$9.31M
|