Purchases and Sales Made in Q4 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$19.7K - $23.3K
|
130
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
130+ 4.44% |
$19.7K - $23.3K
|
3.06K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
128+ 5.8% |
$19.4K - $22.9K
|
2.34K
$548K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 7.17% |
$18.8K - $22.2K
|
1.85K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
124+ 0.21% |
$18.8K - $22.2K
|
58K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
123+ 1.51% |
$18.6K - $22K
|
8.29K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
122+ 9.04% |
$18.4K - $21.9K
|
1.47K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
121+ 0.26% |
$18.3K - $21.7K
|
46.3K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.68% |
$17.4K - $20.6K
|
4.4K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
114+ 0.62% |
$17.2K - $20.4K
|
18.6K
$4.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
114+ 0.88% |
$17.2K - $20.4K
|
13.1K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
113+ 0.22% |
$17.1K - $20.2K
|
52.3K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
108+ 4.74% |
$16.3K - $19.3K
|
2.39K
$561K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 1.71% |
$15.9K - $18.8K
|
6.24K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
105New |
$15.9K - $18.8K
|
105
$24.7K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
105New |
$15.9K - $18.8K
|
105
$24.7K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
105+ 7.4% |
$15.9K - $18.8K
|
1.52K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
102+ 1.78% |
$15.4K - $18.3K
|
5.83K
$1.37M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102+ 43.04% |
$15.4K - $18.3K
|
339
$79.6K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
101+ 6.79% |
$15.3K - $18.1K
|
1.59K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
100+ 5.53% |
$15.1K - $17.9K
|
1.91K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.35% |
$15.1K - $17.9K
|
28.6K
$6.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
98+ 1.25% |
$14.8K - $17.6K
|
7.94K
$1.86M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
96+ 2.33% |
$14.5K - $17.2K
|
4.23K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
95+ 3.8% |
$14.4K - $17K
|
2.6K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
94+ 14.46% |
$14.2K - $16.8K
|
744
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
92+ 4.45% |
$13.9K - $16.5K
|
2.16K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
92+ 5.88% |
$13.9K - $16.5K
|
1.66K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
91+ 0.4% |
$13.8K - $16.3K
|
22.8K
$5.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
90+ 3.6% |
$13.6K - $16.1K
|
2.59K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
90+ 3.39% |
$13.6K - $16.1K
|
2.75K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
90+ 0.35% |
$13.6K - $16.1K
|
25.6K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
89+ 1.4% |
$13.5K - $15.9K
|
6.43K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88New |
$13.3K - $15.8K
|
88
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
88+ 0.61% |
$13.3K - $15.8K
|
14.4K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
85+ 3.16% |
$12.9K - $15.2K
|
2.78K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
85New |
$12.9K - $15.2K
|
85
$20K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
83+ 3.46% |
$12.6K - $14.9K
|
2.48K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
82+ 1.07% |
$12.4K - $14.7K
|
7.75K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 3.38% |
$12.1K - $14.3K
|
2.45K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
79+ 1.19% |
$11.9K - $14.1K
|
6.74K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
78+ 5.29% |
$11.8K - $14K
|
1.55K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
77+ 2.49% |
$11.6K - $13.8K
|
3.17K
$745K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
77+ 0.35% |
$11.6K - $13.8K
|
22K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$11.3K - $13.4K
|
75
$17.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
74+ 1.62% |
$11.2K - $13.3K
|
4.64K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
73+ 4.06% |
$11K - $13.1K
|
1.87K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
71+ 1.78% |
$10.7K - $12.7K
|
4.07K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
70+ 2.36% |
$10.6K - $12.5K
|
3.04K
$714K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
66+ 0.71% |
$9.98K - $11.8K
|
9.3K
$2.18M
|