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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
352+ 3.85% |
$52.4K - $57.4K
|
9.5K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
350+ 8.32% |
$52.1K - $57.1K
|
4.56K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
350+ 3.2% |
$52.1K - $57.1K
|
11.3K
$2.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
345+ 6.32% |
$51.3K - $56.3K
|
5.8K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
345+ 16.43% |
$51.3K - $56.3K
|
2.45K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
343+ 4.04% |
$51K - $56K
|
8.83K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
341+ 1.57% |
$50.8K - $55.6K
|
22.1K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
341+ 14.22% |
$50.8K - $55.6K
|
2.74K
$616K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
336+ 1527.27% |
$50K - $54.8K
|
358
$80.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
335+ 4.04% |
$49.9K - $54.7K
|
8.64K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
334+ 0.07% |
$49.7K - $54.5K
|
493K
$111M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
334+ 8.18% |
$49.7K - $54.5K
|
4.42K
$993K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
334+ 5.99% |
$49.7K - $54.5K
|
5.91K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
333+ 3.52% |
$49.6K - $54.3K
|
9.8K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
319+ 5.01% |
$47.5K - $52.1K
|
6.68K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 4.0% |
$46.9K - $51.4K
|
8.2K
$1.84M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
308+ 2.39% |
$45.8K - $50.3K
|
13.2K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
307+ 1.84% |
$45.7K - $50.1K
|
17K
$3.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
300New |
$44.6K - $49K
|
300
$67.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
300+ 12.53% |
$44.6K - $49K
|
2.7K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.41% |
$44.6K - $49K
|
73.1K
$16.4M
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 5.66% |
$44.6K - $49K
|
5.6K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
299+ 0.65% |
$44.5K - $48.8K
|
46.3K
$10.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
295+ 0.46% |
$43.9K - $48.1K
|
65K
$14.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
294+ 3.88% |
$43.8K - $48K
|
7.87K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
294+ 7.31% |
$43.8K - $48K
|
4.32K
$971K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
291+ 1.16% |
$43.3K - $47.5K
|
25.4K
$5.72M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
290+ 4.36% |
$43.2K - $47.3K
|
6.94K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
285+ 6.12% |
$42.4K - $46.5K
|
4.94K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
283+ 1.45% |
$42.1K - $46.2K
|
19.9K
$4.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
277+ 1.59% |
$41.2K - $45.2K
|
17.7K
$3.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
275+ 0.93% |
$40.9K - $44.9K
|
29.8K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$40.9K - $44.9K
|
275
$61.9K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
274+ 1.99% |
$40.8K - $44.7K
|
14K
$3.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
268+ 2.49% |
$39.9K - $43.7K
|
11.1K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
268+ 3.83% |
$39.9K - $43.7K
|
7.27K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
254+ 6.64% |
$37.8K - $41.4K
|
4.08K
$917K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
253+ 1.89% |
$37.7K - $41.3K
|
13.7K
$3.07M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
252+ 4.09% |
$37.5K - $41.1K
|
6.41K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
247+ 4.28% |
$36.8K - $40.3K
|
6.02K
$1.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
245+ 1.06% |
$36.5K - $40K
|
23.3K
$5.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
238+ 17.41% |
$35.4K - $38.8K
|
1.61K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237+ 0.44% |
$35.3K - $38.7K
|
53.5K
$12M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
233New |
$34.7K - $38K
|
233
$52.4K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
233+ 1.28% |
$34.7K - $38K
|
18.4K
$4.14M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
231New |
$34.4K - $37.7K
|
231
$52K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
229+ 15.19% |
$34.1K - $37.4K
|
1.74K
$391K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
229New |
$34.1K - $37.4K
|
229
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
228+ 8.26% |
$33.9K - $37.2K
|
2.99K
$672K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
227+ 0.34% |
$33.8K - $37K
|
66.7K
$15M
|