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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.68% |
$15.1K - $17.9K
|
2.62K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.68% |
$15.1K - $17.9K
|
2.62K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100- 33.0% |
$15.1K - $17.9K
|
203
$47.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-100- 2.69% |
$15.1K - $17.9K
|
3.62K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-101- 2.63% |
$15.3K - $18.1K
|
3.73K
$877K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-104- 0.29% |
$15.7K - $18.6K
|
35.2K
$8.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-105- 0.65% |
$15.9K - $18.8K
|
16.1K
$3.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-106- 3.14% |
$16K - $19K
|
3.28K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-107- 0.18% |
$16.2K - $19.2K
|
60.2K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-107- 17.83% |
$16.2K - $19.2K
|
493
$116K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-110- 11.07% |
$16.6K - $19.7K
|
884
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-110- 2.38% |
$16.6K - $19.7K
|
4.52K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-111- 1.37% |
$16.8K - $19.9K
|
8K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-114- 4.24% |
$17.2K - $20.4K
|
2.58K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-114- 1.65% |
$17.2K - $20.4K
|
6.78K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-115- 3.06% |
$17.4K - $20.6K
|
3.64K
$854K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-117- 6.03% |
$17.7K - $21K
|
1.82K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-117- 0.35% |
$17.7K - $21K
|
32.9K
$7.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-117- 0.31% |
$17.7K - $21K
|
37.5K
$8.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-119- 5.79% |
$18K - $21.3K
|
1.94K
$455K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 1.38% |
$18.1K - $21.5K
|
8.61K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-121- 1.1% |
$18.3K - $21.7K
|
10.9K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-121- 5.16% |
$18.3K - $21.7K
|
2.22K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-122- 4.86% |
$18.4K - $21.9K
|
2.39K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-123- 2.24% |
$18.6K - $22K
|
5.37K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-123- 0.23% |
$18.6K - $22K
|
54.4K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-125- 5.22% |
$18.9K - $22.4K
|
2.27K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-125- 4.84% |
$18.9K - $22.4K
|
2.46K
$577K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-126- 2.94% |
$19.1K - $22.6K
|
4.16K
$978K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-128- 1.34% |
$19.4K - $22.9K
|
9.41K
$2.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 4.25% |
$19.7K - $23.3K
|
2.93K
$687K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-130- 1.68% |
$19.7K - $23.3K
|
7.61K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-130- 5.14% |
$19.7K - $23.3K
|
2.4K
$563K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-133- 3.54% |
$20.1K - $23.8K
|
3.63K
$851K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-134- 3.24% |
$20.3K - $24K
|
4K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-134- 0.52% |
$20.3K - $24K
|
25.8K
$6.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 0.9% |
$20.4K - $24.2K
|
14.9K
$3.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-136- 2.47% |
$20.6K - $24.4K
|
5.36K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-136- 10.34% |
$20.6K - $24.4K
|
1.18K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-137- 46.92% |
$20.7K - $24.5K
|
155
$36.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-137- 0.78% |
$20.7K - $24.5K
|
17.5K
$4.1M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-139- 8.26% |
$21K - $24.9K
|
1.54K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-143- 1.81% |
$21.6K - $25.6K
|
7.76K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-143- 4.13% |
$21.6K - $25.6K
|
3.32K
$780K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-144- 26.18% |
$21.8K - $25.8K
|
406
$95.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-145- 4.9% |
$21.9K - $26K
|
2.82K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-145- 2.17% |
$21.9K - $26K
|
6.54K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-146- 1.32% |
$22.1K - $26.1K
|
11K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-147- 2.98% |
$22.2K - $26.3K
|
4.79K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-147- 4.15% |
$22.2K - $26.3K
|
3.39K
$796K
|