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
|
Cowen Prime Advisors LLC
|
BUY
|
- |
26New |
$3.87K - $4.24K
|
26
$5.91K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
26+ 2.66% |
$3.87K - $4.24K
|
1.01K
$228K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
26+ 0.7% |
$3.87K - $4.24K
|
3.72K
$845K
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
24+ 0.15% |
$3.57K - $3.92K
|
16.4K
$3.73M
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
24+ 0.06% |
$3.57K - $3.92K
|
42.7K
$9.7M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24+ 0.33% |
$3.57K - $3.92K
|
7.19K
$1.63M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 3.18% |
$3.42K - $3.75K
|
746
$170K
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
23+ 0.2% |
$3.42K - $3.75K
|
11.8K
$2.67M
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
23+ 1.75% |
$3.42K - $3.75K
|
1.34K
$304K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22+ 0.85% |
$3.27K - $3.59K
|
2.62K
$595K
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
22+ 0.83% |
$3.27K - $3.59K
|
2.68K
$610K
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
21+ 0.23% |
$3.13K - $3.43K
|
9.13K
$2.08M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$3.13K - $3.43K
|
6.49K
$1.48M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.66% |
$2.83K - $3.1K
|
2.9K
$659K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.24% |
$2.53K - $2.77K
|
7K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.65% |
$2.53K - $2.77K
|
2.64K
$601K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16+ 0.04% |
$2.38K - $2.61K
|
43.8K
$9.95M
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
15+ 0.26% |
$2.23K - $2.45K
|
5.74K
$1.31M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15+ 0.08% |
$2.23K - $2.45K
|
18.8K
$4.27M
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15New |
$2.23K - $2.45K
|
15
$3.41K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14New |
$2.08K - $2.28K
|
14
$3.18K
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.45% |
$1.93K - $2.12K
|
2.92K
$663K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
12+ 0.04% |
$1.79K - $1.96K
|
33.9K
$7.7M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 0.65% |
$1.79K - $1.96K
|
1.85K
$419K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11New |
$1.64K - $1.79K
|
11
$2.5K
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 0.5% |
$1.64K - $1.79K
|
2.2K
$500K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.52% |
$1.49K - $1.63K
|
1.94K
$442K
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$1.49K - $1.63K
|
1.51K
$343K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.43% |
$1.49K - $1.63K
|
2.36K
$537K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 100.0% |
$1.49K - $1.63K
|
20
$4.55K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
10+ 0.04% |
$1.49K - $1.63K
|
22.5K
$5.12M
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.47% |
$1.34K - $1.47K
|
1.91K
$434K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.36% |
$1.34K - $1.47K
|
2.52K
$574K
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9+ 0.47% |
$1.34K - $1.47K
|
1.91K
$434K
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
9+ 0.55% |
$1.34K - $1.47K
|
1.65K
$374K
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
9+ 0.43% |
$1.34K - $1.47K
|
2.11K
$479K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.15% |
$1.34K - $1.47K
|
5.89K
$1.34M
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
9+ 0.6% |
$1.34K - $1.47K
|
1.51K
$343K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.51% |
$1.19K - $1.31K
|
1.57K
$358K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 0.07% |
$1.19K - $1.31K
|
11.7K
$2.67M
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.46% |
$1.04K - $1.14K
|
1.53K
$347K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7+ 0.14% |
$1.04K - $1.14K
|
4.92K
$1.12M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.04K - $1.14K
|
4.19K
$953K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$893 - $979
|
5.59K
$1.27M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.54% |
$893 - $979
|
1.11K
$253K
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6+ 0.17% |
$893 - $979
|
3.53K
$803K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 0.19% |
$893 - $979
|
3.16K
$719K
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.33% |
$744 - $816
|
1.51K
$343K
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5+ 0.04% |
$744 - $816
|
12.6K
$2.86M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.34% |
$744 - $816
|
1.49K
$339K
|