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 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4- 0.06% |
$595 - $653
|
6.85K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4- 0.17% |
$595 - $653
|
2.31K
$519K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5- 0.11% |
$744 - $816
|
4.61K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-5- 0.29% |
$744 - $816
|
1.71K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.08% |
$744 - $816
|
6.04K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 0.89% |
$744 - $816
|
554
$125K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 4.81% |
$744 - $816
|
99
$22.3K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5- 0.24% |
$744 - $816
|
2.08K
$469K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.37% |
$744 - $816
|
1.34K
$302K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 4.81% |
$744 - $816
|
99
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.49% |
$1.04K - $1.14K
|
1.41K
$317K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-8- 0.47% |
$1.19K - $1.31K
|
1.71K
$384K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.25% |
$1.19K - $1.31K
|
3.18K
$716K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-8- 0.58% |
$1.19K - $1.31K
|
1.36K
$307K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.55% |
$1.19K - $1.31K
|
1.45K
$327K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-9- 0.67% |
$1.34K - $1.47K
|
1.34K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-9- 0.35% |
$1.34K - $1.47K
|
2.56K
$575K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 1.46% |
$1.49K - $1.63K
|
673
$151K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 12.82% |
$1.49K - $1.63K
|
68
$15.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 4.17% |
$1.49K - $1.63K
|
230
$51.7K
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-10- 0.67% |
$1.49K - $1.63K
|
1.48K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.74% |
$1.49K - $1.63K
|
1.34K
$302K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10- 41.67% |
$1.49K - $1.63K
|
14
$3.15K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11- 0.07% |
$1.64K - $1.79K
|
14.8K
$3.34M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-11- 0.39% |
$1.64K - $1.79K
|
2.77K
$624K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11- 0.19% |
$1.64K - $1.79K
|
5.83K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-12- 80.0% |
$1.79K - $1.96K
|
3
$675
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 0.03% |
$1.79K - $1.96K
|
36.3K
$8.16M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-12- 3.35% |
$1.79K - $1.96K
|
346
$77.8K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12- 0.32% |
$1.79K - $1.96K
|
3.69K
$829K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-12- 10.71% |
$1.79K - $1.96K
|
100
$22.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.41% |
$1.93K - $2.12K
|
3.14K
$705K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.12K
|
3.24K
$729K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-13- 0.68% |
$1.93K - $2.12K
|
1.91K
$429K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13- 0.21% |
$1.93K - $2.12K
|
6.16K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.93% |
$2.23K - $2.45K
|
1.6K
$360K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-17- 0.18% |
$2.53K - $2.77K
|
9.27K
$2.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-18- 1.28% |
$2.68K - $2.94K
|
1.39K
$313K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-18- 0.67% |
$2.68K - $2.94K
|
2.65K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-18- 0.16% |
$2.68K - $2.94K
|
10.9K
$2.46M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-19- 1.24% |
$2.83K - $3.1K
|
1.52K
$342K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-19- 0.48% |
$2.83K - $3.1K
|
3.95K
$888K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.91% |
$2.98K - $3.26K
|
2.17K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20- 6.15% |
$2.98K - $3.26K
|
305
$68.6K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 1.47% |
$2.98K - $3.26K
|
1.34K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-20- 0.21% |
$2.98K - $3.26K
|
9.6K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-20- 17.39% |
$2.98K - $3.26K
|
95
$21.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-21- 1.0% |
$3.13K - $3.43K
|
2.08K
$469K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-21- 0.23% |
$3.13K - $3.43K
|
8.95K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-21- 0.54% |
$3.13K - $3.43K
|
3.83K
$862K
|