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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149- 2.23% |
$22.5K - $26.7K
|
6.53K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-150- 81.97% |
$22.7K - $26.9K
|
33
$7.75K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-150- 3.56% |
$22.7K - $26.9K
|
4.06K
$953K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-150- 2.72% |
$22.7K - $26.9K
|
5.37K
$1.26M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 23.44% |
$22.7K - $26.9K
|
490
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-151- 4.37% |
$22.8K - $27K
|
3.3K
$775K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-151- 1.06% |
$22.8K - $27K
|
14K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-151- 6.51% |
$22.8K - $27K
|
2.17K
$509K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-152- 8.37% |
$23K - $27.2K
|
1.67K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-152- 11.41% |
$23K - $27.2K
|
1.18K
$277K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-155- 1.2% |
$23.4K - $27.8K
|
12.8K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 1.2% |
$23.4K - $27.8K
|
12.7K
$2.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-155- 1.02% |
$23.4K - $27.8K
|
15.1K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-155- 8.91% |
$23.4K - $27.8K
|
1.58K
$372K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 1.2% |
$23.4K - $27.8K
|
12.7K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-159- 3.78% |
$24K - $28.5K
|
4.05K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-159- 2.94% |
$24K - $28.5K
|
5.25K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-160- 16.63% |
$24.2K - $28.7K
|
802
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-163- 11.16% |
$24.6K - $29.2K
|
1.3K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-164- 0.09% |
$24.8K - $29.4K
|
177K
$41.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-164- 26.84% |
$24.8K - $29.4K
|
447
$105K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-164- 26.84% |
$24.8K - $29.4K
|
447
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-165- 0.56% |
$24.9K - $29.6K
|
29.3K
$6.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-166- 2.95% |
$25.1K - $29.7K
|
5.45K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-166- 2.14% |
$25.1K - $29.7K
|
7.61K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-169- 8.3% |
$25.6K - $30.3K
|
1.87K
$438K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-170- 4.5% |
$25.7K - $30.4K
|
3.61K
$847K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-170- 8.18% |
$25.7K - $30.4K
|
1.91K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-173- 2.54% |
$26.2K - $31K
|
6.63K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-178- 1.09% |
$26.9K - $31.9K
|
16.1K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-178- 0.83% |
$26.9K - $31.9K
|
21.3K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-188- 0.43% |
$28.4K - $33.7K
|
43.1K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-191- 0.36% |
$28.9K - $34.2K
|
52.1K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-193- 1.06% |
$29.2K - $34.6K
|
18K
$4.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-194- 7.01% |
$29.3K - $34.7K
|
2.57K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-195- 3.21% |
$29.5K - $34.9K
|
5.89K
$1.38M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-196- 2.93% |
$29.6K - $35.1K
|
6.48K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-197- 3.31% |
$29.8K - $35.3K
|
5.75K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-200- 3.02% |
$30.2K - $35.8K
|
6.43K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-201- 2.25% |
$30.4K - $36K
|
8.72K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-202- 0.88% |
$30.5K - $36.2K
|
22.8K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-202- 3.69% |
$30.5K - $36.2K
|
5.28K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-205- 0.53% |
$31K - $36.7K
|
38.3K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-206- 4.77% |
$31.1K - $36.9K
|
4.11K
$965K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-207- 2.54% |
$31.3K - $37.1K
|
7.93K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-208- 9.72% |
$31.5K - $37.3K
|
1.93K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-210- 11.16% |
$31.8K - $37.6K
|
1.67K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-220- 1.04% |
$33.3K - $39.4K
|
20.9K
$4.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-222- 2.15% |
$33.6K - $39.8K
|
10.1K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-224- 91.06% |
$33.9K - $40.1K
|
22
$5.17K
|