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 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-155- 1.22% |
$23.1K - $25.3K
|
12.6K
$2.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-155- 1.21% |
$23.1K - $25.3K
|
12.6K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-156- 0.88% |
$23.2K - $25.5K
|
17.6K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-160- 2.39% |
$23.8K - $26.1K
|
6.52K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-165- 10.23% |
$24.6K - $26.9K
|
1.45K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-165- 1.59% |
$24.6K - $26.9K
|
10.2K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-165- 1.05% |
$24.6K - $26.9K
|
15.5K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-166- 2.4% |
$24.7K - $27.1K
|
6.74K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-168- 2.24% |
$25K - $27.4K
|
7.35K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-170- 4.3% |
$25.3K - $27.7K
|
3.79K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-171- 10.01% |
$25.4K - $27.9K
|
1.54K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-174- 11.68% |
$25.9K - $28.4K
|
1.32K
$299K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-175- 12.28% |
$26K - $28.6K
|
1.25K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-175- 0.28% |
$26K - $28.6K
|
63K
$14.3M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-176- 7.96% |
$26.2K - $28.7K
|
2.04K
$462K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-178- 2.69% |
$26.5K - $29K
|
6.44K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-180- 15.58% |
$26.8K - $29.4K
|
975
$221K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-182- 19.72% |
$27.1K - $29.7K
|
741
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-184- 1.66% |
$27.4K - $30K
|
10.9K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-187- 8.25% |
$27.8K - $30.5K
|
2.08K
$472K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-189- 11.89% |
$28.1K - $30.8K
|
1.4K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-190- 11.35% |
$28.3K - $31K
|
1.48K
$337K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-193- 13.56% |
$28.7K - $31.5K
|
1.23K
$279K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-196- 0.19% |
$29.2K - $32K
|
105K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-196- 0.79% |
$29.2K - $32K
|
24.6K
$5.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 6.15% |
$29.8K - $32.6K
|
3.05K
$692K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 2.9% |
$29.8K - $32.6K
|
6.7K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 10.28% |
$29.8K - $32.6K
|
1.75K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 1.23% |
$29.8K - $32.6K
|
16K
$3.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-201- 12.5% |
$29.9K - $32.8K
|
1.41K
$319K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-201- 2.9% |
$29.9K - $32.8K
|
6.72K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-205- 0.69% |
$30.5K - $33.4K
|
29.4K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-206- 0.17% |
$30.7K - $33.6K
|
118K
$26.9M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-213- 0.4% |
$31.7K - $34.8K
|
53.2K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-213- 16.28% |
$31.7K - $34.8K
|
1.1K
$248K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-214- 14.51% |
$31.8K - $34.9K
|
1.26K
$286K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-217- 5.82% |
$32.3K - $35.4K
|
3.51K
$796K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-219- 1.19% |
$32.6K - $35.7K
|
18.1K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-220- 18.61% |
$32.7K - $35.9K
|
962
$218K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-221- 11.02% |
$32.9K - $36.1K
|
1.78K
$405K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-225- 8.68% |
$33.5K - $36.7K
|
2.37K
$537K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-225- 0.12% |
$33.5K - $36.7K
|
182K
$41.4M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-225- 7.54% |
$33.5K - $36.7K
|
2.76K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-226- 12.78% |
$33.6K - $36.9K
|
1.54K
$350K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-227- 6.1% |
$33.8K - $37K
|
3.49K
$793K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-228- 6.61% |
$33.9K - $37.2K
|
3.22K
$731K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-229- 2.16% |
$34.1K - $37.4K
|
10.4K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-230- 1.71% |
$34.2K - $37.5K
|
13.2K
$3.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-231- 1.7% |
$34.4K - $37.7K
|
13.4K
$3.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-240- 4.63% |
$35.7K - $39.2K
|
4.95K
$1.12M
|