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 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-369- 10.56% |
$54.9K - $60.2K
|
3.13K
$703K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-371- 5.89% |
$55.2K - $60.5K
|
5.93K
$1.33M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-371- 1.3% |
$55.2K - $60.5K
|
28.1K
$6.31M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-373- 0.48% |
$55.5K - $60.9K
|
78K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-379- 15.82% |
$56.4K - $61.8K
|
2.02K
$453K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-381- 7.44% |
$56.7K - $62.2K
|
4.74K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-392- 3.83% |
$58.3K - $64K
|
9.85K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-397- 0.21% |
$59.1K - $64.8K
|
189K
$42.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-398- 4.5% |
$59.2K - $64.9K
|
8.45K
$1.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-400- 0.79% |
$59.5K - $65.3K
|
50.4K
$11.3M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 1.24% |
$59.5K - $65.3K
|
31.8K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-412- 2.72% |
$61.3K - $67.2K
|
14.8K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-413- 22.07% |
$61.5K - $67.4K
|
1.46K
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-416- 1.12% |
$61.9K - $67.9K
|
36.8K
$8.27M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-417- 13.72% |
$62.1K - $68K
|
2.62K
$590K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-420- 4.47% |
$62.5K - $68.5K
|
8.99K
$2.02M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-421- 1.66% |
$62.7K - $68.7K
|
24.9K
$5.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-430- 36.13% |
$64K - $70.2K
|
760
$171K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-440- 0.66% |
$65.5K - $71.8K
|
66.1K
$14.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-443- 11.58% |
$65.9K - $72.3K
|
3.38K
$760K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-450- 8.73% |
$67K - $73.4K
|
4.7K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-450- 6.82% |
$67K - $73.4K
|
6.15K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-459- 0.93% |
$68.3K - $74.9K
|
48.8K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-463- 19.63% |
$68.9K - $75.5K
|
1.9K
$426K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-464- 1.25% |
$69.1K - $75.7K
|
36.5K
$8.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-467- 2.36% |
$69.5K - $76.2K
|
19.4K
$4.35M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-472- 14.61% |
$70.2K - $77K
|
2.76K
$620K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-479- 0.88% |
$71.3K - $78.2K
|
54.1K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-480- 2.64% |
$71.4K - $78.3K
|
17.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-481- 12.93% |
$71.6K - $78.5K
|
3.24K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-498- 15.41% |
$74.1K - $81.3K
|
2.73K
$615K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-499- 0.47% |
$74.3K - $81.4K
|
106K
$23.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 9.92% |
$74.4K - $81.6K
|
4.54K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-500- 92.76% |
$74.4K - $81.6K
|
39
$8.77K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 2.77% |
$74.4K - $81.6K
|
17.6K
$3.95M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-511- 7.0% |
$76.1K - $83.4K
|
6.79K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-516- 0.39% |
$76.8K - $84.2K
|
132K
$29.6M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-518- 0.25% |
$77.1K - $84.5K
|
206K
$46.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-520- 14.48% |
$77.4K - $84.8K
|
3.07K
$690K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-520- 10.67% |
$77.4K - $84.8K
|
4.35K
$979K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-524- 1.09% |
$78K - $85.5K
|
47.7K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-537- 5.49% |
$79.9K - $87.6K
|
9.24K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-545- 0.48% |
$81.1K - $88.9K
|
112K
$25.2M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-552- 3.51% |
$82.2K - $90.1K
|
15.2K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-555- 7.99% |
$82.6K - $90.6K
|
6.39K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-557- 1.33% |
$82.9K - $90.9K
|
41.2K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-569- 30.3% |
$84.7K - $92.8K
|
1.31K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-576- 3.73% |
$85.7K - $94K
|
14.9K
$3.34M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-580- 1.34% |
$86.3K - $94.6K
|
42.8K
$9.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-580- 0.9% |
$86.3K - $94.6K
|
63.8K
$14.3M
|