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 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-246- 5.57% |
$36.6K - $40.1K
|
4.17K
$919K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-246- 7.48% |
$36.6K - $40.1K
|
3.04K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-246- 2.8% |
$36.6K - $40.1K
|
8.54K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-247- 3.24% |
$36.8K - $40.3K
|
7.37K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-248- 0.44% |
$36.9K - $40.5K
|
56.6K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-252- 1.42% |
$37.5K - $41.1K
|
17.5K
$3.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-253- 0.48% |
$37.7K - $41.3K
|
52.5K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-256- 9.44% |
$38.1K - $41.8K
|
2.46K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-256- 79.5% |
$38.1K - $41.8K
|
66
$14.5K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-256- 5.43% |
$38.1K - $41.8K
|
4.46K
$983K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-261- 1.94% |
$38.8K - $42.6K
|
13.2K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-264- 1.96% |
$39.3K - $43.1K
|
13.2K
$2.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-270- 13.94% |
$40.2K - $44.1K
|
1.67K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-272- 13.39% |
$40.5K - $44.4K
|
1.76K
$387K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-280- 3.0% |
$41.7K - $45.7K
|
9.06K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-280- 0.5% |
$41.7K - $45.7K
|
55.4K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-281- 1.2% |
$41.8K - $45.9K
|
23.2K
$5.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-290- 10.1% |
$43.2K - $47.3K
|
2.58K
$568K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-292- 3.01% |
$43.5K - $47.6K
|
9.41K
$2.07M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-293- 9.63% |
$43.6K - $47.8K
|
2.75K
$606K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-295- 2.33% |
$43.9K - $48.1K
|
12.4K
$2.72M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-295- 0.2% |
$43.9K - $48.1K
|
151K
$33.2M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-300- 73.17% |
$44.6K - $49K
|
110
$24.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-303- 8.68% |
$45.1K - $49.4K
|
3.19K
$702K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-303Closed |
$45.1K - $49.4K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-309- 1.06% |
$46K - $50.4K
|
28.8K
$6.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-313- 1.15% |
$46.6K - $51.1K
|
26.9K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-313- 16.86% |
$46.6K - $51.1K
|
1.54K
$340K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-320- 59.04% |
$47.6K - $52.2K
|
222
$48.9K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-320- 2.05% |
$47.6K - $52.2K
|
15.3K
$3.36M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-321- 14.08% |
$47.8K - $52.4K
|
1.96K
$431K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-322- 10.22% |
$47.9K - $52.5K
|
2.83K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-324- 16.16% |
$48.2K - $52.9K
|
1.68K
$370K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-324- 16.16% |
$48.2K - $52.9K
|
1.68K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-325- 4.05% |
$48.4K - $53K
|
7.71K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-330- 9.72% |
$49.1K - $53.8K
|
3.07K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-336- 8.15% |
$50K - $54.8K
|
3.79K
$834K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-339- 19.2% |
$50.5K - $55.3K
|
1.43K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-340- 14.05% |
$50.6K - $55.5K
|
2.08K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-340- 12.65% |
$50.6K - $55.5K
|
2.35K
$517K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-342- 4.14% |
$50.9K - $55.8K
|
7.93K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-348- 0.21% |
$51.8K - $56.8K
|
167K
$36.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-350- 1.47% |
$52.1K - $57.1K
|
23.4K
$5.15M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-352- 2.02% |
$52.4K - $57.4K
|
17.1K
$3.76M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-353- 0.6% |
$52.5K - $57.6K
|
58.8K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 14.86% |
$52.7K - $57.8K
|
2.03K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-357- 84.8% |
$53.1K - $58.3K
|
64
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-358- 2.69% |
$53.3K - $58.4K
|
12.9K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-368- 2.07% |
$54.8K - $60K
|
17.4K
$3.84M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-369- 10.56% |
$54.9K - $60.2K
|
3.13K
$688K
|