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 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 4.95% |
$9.67K - $10.6K
|
1.38K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62+ 31.31% |
$9.23K - $10.1K
|
260
$59.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
60+ 1.72% |
$8.93K - $9.79K
|
3.54K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
60+ 1.98% |
$8.93K - $9.79K
|
3.08K
$701K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
60+ 0.81% |
$8.93K - $9.79K
|
7.48K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
60+ 2.78% |
$8.93K - $9.79K
|
2.22K
$504K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
58+ 1.76% |
$8.63K - $9.46K
|
3.36K
$763K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
57+ 1.69% |
$8.48K - $9.3K
|
3.44K
$782K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
57+ 0.57% |
$8.48K - $9.3K
|
10.1K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
56+ 3.37% |
$8.33K - $9.14K
|
1.72K
$390K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
55+ 2.52% |
$8.19K - $8.97K
|
2.23K
$508K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
55+ 2.75% |
$8.19K - $8.97K
|
2.06K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
53+ 0.04% |
$7.89K - $8.65K
|
136K
$30.9M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
52+ 0.1% |
$7.74K - $8.48K
|
52.5K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
52+ 0.95% |
$7.74K - $8.48K
|
5.55K
$1.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 0.48% |
$7.59K - $8.32K
|
10.6K
$2.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$7.44K - $8.16K
|
50
$11.4K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 2.94% |
$7.44K - $8.16K
|
1.75K
$398K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$7.44K - $8.16K
|
50
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
49+ 0.28% |
$7.29K - $8K
|
17.6K
$4M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
46+ 3.15% |
$6.85K - $7.51K
|
1.51K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
46+ 0.16% |
$6.85K - $7.51K
|
28.3K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
46+ 0.15% |
$6.85K - $7.51K
|
30.2K
$6.86M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
44+ 0.22% |
$6.55K - $7.18K
|
20.2K
$4.59M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
44+ 0.1% |
$6.55K - $7.18K
|
43.7K
$9.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 1.92% |
$6.25K - $6.85K
|
2.24K
$508K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 0.82% |
$6.1K - $6.69K
|
5.03K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
41+ 2.11% |
$6.1K - $6.69K
|
1.99K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
41+ 3.14% |
$6.1K - $6.69K
|
1.35K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41+ 0.11% |
$6.1K - $6.69K
|
35.9K
$8.17M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
40+ 1.35% |
$5.95K - $6.53K
|
2.99K
$681K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
39+ 1.2% |
$5.8K - $6.36K
|
3.3K
$750K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
36New |
$5.36K - $5.87K
|
36
$8.19K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36+ 0.46% |
$5.36K - $5.87K
|
7.94K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 2.62% |
$5.21K - $5.71K
|
1.37K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
34+ 0.2% |
$5.06K - $5.55K
|
16.8K
$3.83M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
33+ 1.95% |
$4.91K - $5.38K
|
1.73K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
32+ 2.78% |
$4.76K - $5.22K
|
1.19K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
31+ 1.17% |
$4.61K - $5.06K
|
2.68K
$609K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
31+ 281.82% |
$4.61K - $5.06K
|
42
$9.55K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 28.18% |
$4.61K - $5.06K
|
141
$32.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
30+ 0.72% |
$4.46K - $4.9K
|
4.21K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
30New |
$4.46K - $4.9K
|
30
$6.82K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30+ 0.27% |
$4.46K - $4.9K
|
10.9K
$2.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.06% |
$4.02K - $4.41K
|
2.57K
$584K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27New |
$4.02K - $4.41K
|
27
$6.14K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27+ 1.16% |
$4.02K - $4.41K
|
2.35K
$533K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27+ 1.16% |
$4.02K - $4.41K
|
2.35K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 1.08% |
$3.87K - $4.24K
|
2.44K
$555K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
26New |
$3.87K - $4.24K
|
26
$5.91K
|