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 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-100- 0.49% |
$14.9K - $16.3K
|
20.1K
$4.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.32% |
$14.9K - $16.3K
|
31.1K
$7.05M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.45% |
$14.9K - $16.3K
|
22.1K
$5.02M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 3.92% |
$14.9K - $16.3K
|
2.45K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 5.69% |
$14.9K - $16.3K
|
1.66K
$376K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-101- 4.46% |
$15K - $16.5K
|
2.16K
$491K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-102- 63.35% |
$15.2K - $16.6K
|
59
$13.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-103- 7.55% |
$15.3K - $16.8K
|
1.26K
$286K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-104- 3.71% |
$15.5K - $17K
|
2.7K
$612K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-105- 0.59% |
$15.6K - $17.1K
|
17.6K
$4M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-107- 1.44% |
$15.9K - $17.5K
|
7.34K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-107- 1.77% |
$15.9K - $17.5K
|
5.94K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-108- 21.6% |
$16.1K - $17.6K
|
392
$88.9K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-109- 4.12% |
$16.2K - $17.8K
|
2.54K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-109- 3.99% |
$16.2K - $17.8K
|
2.62K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-109- 0.07% |
$16.2K - $17.8K
|
157K
$35.6M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-113- 1.29% |
$16.8K - $18.4K
|
8.62K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-113- 0.12% |
$16.8K - $18.4K
|
92.5K
$21M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-114- 5.66% |
$17K - $18.6K
|
1.9K
$431K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-114- 0.1% |
$17K - $18.6K
|
117K
$26.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-116- 41.28% |
$17.3K - $18.9K
|
165
$37.4K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-118- 4.35% |
$17.6K - $19.3K
|
2.59K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-118- 0.6% |
$17.6K - $19.3K
|
19.4K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-118- 15.36% |
$17.6K - $19.3K
|
650
$147K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-121- 16.9% |
$18K - $19.7K
|
595
$135K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-122- 8.06% |
$18.2K - $19.9K
|
1.39K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-125- 2.79% |
$18.6K - $20.4K
|
4.35K
$987K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 16.76% |
$18.6K - $20.4K
|
621
$141K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 5.19% |
$19.1K - $20.9K
|
2.34K
$530K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-128- 7.34% |
$19.1K - $20.9K
|
1.62K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-128- 4.67% |
$19.1K - $20.9K
|
2.61K
$593K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-130- 7.83% |
$19.3K - $21.2K
|
1.53K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-130- 0.12% |
$19.3K - $21.2K
|
109K
$24.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-132- 9.19% |
$19.6K - $21.5K
|
1.3K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-133- 6.87% |
$19.8K - $21.7K
|
1.8K
$409K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-136- 13.37% |
$20.2K - $22.2K
|
881
$200K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-137- 0.64% |
$20.4K - $22.4K
|
21.2K
$4.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-137- 10.03% |
$20.4K - $22.4K
|
1.23K
$279K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-139- 1.95% |
$20.7K - $22.7K
|
6.99K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-139- 2.03% |
$20.7K - $22.7K
|
6.7K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-142- 1.49% |
$21.1K - $23.2K
|
9.36K
$2.12M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-146- 3.4% |
$21.7K - $23.8K
|
4.14K
$940K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-147- 1.81% |
$21.9K - $24K
|
7.98K
$1.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-148- 3.93% |
$22K - $24.1K
|
3.62K
$821K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-149- 7.94% |
$22.2K - $24.3K
|
1.73K
$392K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-149- 1.28% |
$22.2K - $24.3K
|
11.5K
$2.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-150- 0.28% |
$22.3K - $24.5K
|
53.2K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-150- 0.49% |
$22.3K - $24.5K
|
30.2K
$6.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-151- 5.27% |
$22.5K - $24.6K
|
2.71K
$615K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-154- 3.37% |
$22.9K - $25.1K
|
4.42K
$1M
|