Purchases and Sales Made in Q1 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
542+ 1.16% |
$80.7K - $88.4K
|
47.3K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
541+ 1.96% |
$80.5K - $88.3K
|
28.2K
$6.34M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
538+ 1.16% |
$80.1K - $87.8K
|
46.9K
$10.5M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
537+ 40.9% |
$79.9K - $87.6K
|
1.85K
$416K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
535+ 5.26% |
$79.6K - $87.3K
|
10.7K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
525+ 2.05% |
$78.1K - $85.7K
|
26.1K
$5.87M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
521+ 21.88% |
$77.5K - $85K
|
2.9K
$653K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
520+ 9.96% |
$77.4K - $84.8K
|
5.74K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
515+ 5.22% |
$76.6K - $84K
|
10.4K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
515+ 0.91% |
$76.6K - $84K
|
57.1K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
508+ 38.37% |
$75.6K - $82.9K
|
1.83K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.49% |
$74.4K - $81.6K
|
102K
$22.9M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
497+ 2.91% |
$74K - $81.1K
|
17.6K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
491+ 7.19% |
$73.1K - $80.1K
|
7.32K
$1.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
487+ 16.89% |
$72.5K - $79.5K
|
3.37K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
476+ 9.15% |
$70.8K - $77.7K
|
5.68K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
470+ 25.12% |
$70K - $76.7K
|
2.34K
$527K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
461+ 10.59% |
$68.6K - $75.2K
|
4.82K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
458New |
$68.2K - $74.7K
|
458
$103K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
457+ 0.92% |
$68K - $74.6K
|
50.2K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
455+ 1.25% |
$67.7K - $74.2K
|
36.7K
$8.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
454+ 0.08% |
$67.6K - $74.1K
|
579K
$130M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
449+ 1.31% |
$66.8K - $73.3K
|
34.8K
$7.82M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
448+ 0.17% |
$66.7K - $73.1K
|
266K
$59.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
442+ 0.56% |
$65.8K - $72.1K
|
79.4K
$17.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
440+ 7.8% |
$65.5K - $71.8K
|
6.08K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
BUY
|
- |
435+ 0.75% |
$64.7K - $71K
|
58.7K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
434+ 0.09% |
$64.6K - $70.8K
|
466K
$105M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
433+ 0.73% |
$64.4K - $70.7K
|
59.9K
$13.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
430+ 5.63% |
$64K - $70.2K
|
8.06K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
424+ 9.4% |
$63.1K - $69.2K
|
4.94K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
419+ 65.57% |
$62.4K - $68.4K
|
1.06K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
417+ 4.25% |
$62.1K - $68K
|
10.2K
$2.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
415+ 4.28% |
$61.8K - $67.7K
|
10.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
415+ 7.75% |
$61.8K - $67.7K
|
5.77K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
406+ 10.37% |
$60.4K - $66.2K
|
4.32K
$972K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
402+ 3.17% |
$59.8K - $65.6K
|
13.1K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
400New |
$59.5K - $65.3K
|
400
$90K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
393+ 13.25% |
$58.5K - $64.1K
|
3.36K
$755K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
392+ 12.24% |
$58.3K - $64K
|
3.59K
$808K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
391+ 0.17% |
$58.2K - $63.8K
|
229K
$51.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
380New |
$56.6K - $62K
|
380
$85.5K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
379+ 19.85% |
$56.4K - $61.8K
|
2.29K
$515K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
376+ 16.85% |
$56K - $61.4K
|
2.61K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
373+ 3.3% |
$55.5K - $60.9K
|
11.7K
$2.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
365+ 51.85% |
$54.3K - $59.6K
|
1.07K
$240K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
364+ 9.43% |
$54.2K - $59.4K
|
4.23K
$950K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
362+ 1.53% |
$53.9K - $59.1K
|
24K
$5.39M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
362+ 1.73% |
$53.9K - $59.1K
|
21.3K
$4.79M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 11.22% |
$53.6K - $58.7K
|
3.57K
$803K
|