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 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
225+ 1.58% |
$33.5K - $36.7K
|
14.5K
$3.26M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
225+ 4.34% |
$33.5K - $36.7K
|
5.41K
$1.22M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
217+ 0.27% |
$32.3K - $35.4K
|
79.9K
$18M
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
210+ 96.33% |
$31.3K - $34.3K
|
428
$96.3K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
207+ 4.86% |
$30.8K - $33.8K
|
4.47K
$1.01M
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
205+ 10.12% |
$30.5K - $33.4K
|
2.23K
$502K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
205+ 11.36% |
$30.5K - $33.4K
|
2.01K
$452K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
203+ 21.15% |
$30.2K - $33.1K
|
1.16K
$262K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
203+ 0.28% |
$30.2K - $33.1K
|
73.4K
$16.5M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
200+ 8.16% |
$29.8K - $32.6K
|
2.65K
$596K
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
200+ 5.56% |
$29.8K - $32.6K
|
3.8K
$854K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
197+ 0.5% |
$29.3K - $32.1K
|
39.9K
$8.97M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
195+ 11.9% |
$29K - $31.8K
|
1.83K
$412K
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
192+ 0.59% |
$28.6K - $31.3K
|
32.5K
$7.3M
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
191+ 0.33% |
$28.4K - $31.2K
|
57.9K
$13M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
190+ 1.66% |
$28.3K - $31K
|
11.6K
$2.61M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
190+ 0.58% |
$28.3K - $31K
|
33.1K
$7.43M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
186+ 1.44% |
$27.7K - $30.3K
|
13.1K
$2.94M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
186+ 0.7% |
$27.7K - $30.3K
|
26.6K
$5.98M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
186+ 1.41% |
$27.7K - $30.3K
|
13.3K
$3M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
184+ 1.08% |
$27.4K - $30K
|
17.3K
$3.89M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
180New |
$26.8K - $29.4K
|
180
$40.5K
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
179+ 8.5% |
$26.6K - $29.2K
|
2.29K
$514K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
179+ 1.1% |
$26.6K - $29.2K
|
16.4K
$3.69M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
178+ 3.68% |
$26.5K - $29K
|
5.02K
$1.13M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
177+ 22.84% |
$26.3K - $28.9K
|
952
$214K
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
176+ 0.82% |
$26.2K - $28.7K
|
21.7K
$4.89M
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
171+ 1.8% |
$25.4K - $27.9K
|
9.69K
$2.18M
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
170+ 6.58% |
$25.3K - $27.7K
|
2.75K
$619K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
169+ 4.4% |
$25.2K - $27.6K
|
4.01K
$902K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
166+ 1106.67% |
$24.7K - $27.1K
|
181
$40.7K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
165+ 4.51% |
$24.6K - $26.9K
|
3.83K
$860K
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
163+ 0.69% |
$24.3K - $26.6K
|
23.8K
$5.36M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
162+ 31.83% |
$24.1K - $26.4K
|
671
$151K
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
160+ 0.37% |
$23.8K - $26.1K
|
43.7K
$9.83M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
158+ 1.75% |
$23.5K - $25.8K
|
9.18K
$2.06M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
156+ 2.09% |
$23.2K - $25.5K
|
7.63K
$1.72M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
152+ 0.09% |
$22.6K - $24.8K
|
170K
$38.2M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
148+ 4.44% |
$22K - $24.1K
|
3.48K
$782K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
146+ 1.67% |
$21.7K - $23.8K
|
8.89K
$2M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
145+ 5.26% |
$21.6K - $23.7K
|
2.9K
$652K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
143+ 9.24% |
$21.3K - $23.3K
|
1.69K
$380K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
143New |
$21.3K - $23.3K
|
143
$32.2K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
142+ 7.92% |
$21.1K - $23.2K
|
1.94K
$435K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
141+ 1.33% |
$21K - $23K
|
10.7K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
140+ 5.62% |
$20.8K - $22.8K
|
2.63K
$592K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
135+ 1.54% |
$20.1K - $22K
|
8.91K
$2M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
135+ 10.13% |
$20.1K - $22K
|
1.47K
$330K
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
134+ 3.1% |
$19.9K - $21.9K
|
4.46K
$1M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
130+ 3.88% |
$19.3K - $21.2K
|
3.48K
$783K
|