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
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-596- 3.73% |
$88.7K - $97.2K
|
15.4K
$3.39M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-597- 23.31% |
$88.9K - $97.4K
|
1.96K
$433K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.36% |
$89.3K - $97.9K
|
17.3K
$3.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-610- 0.21% |
$90.8K - $99.5K
|
289K
$63.7M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-610- 0.21% |
$90.8K - $99.5K
|
289K
$63.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-617- 1.99% |
$91.8K - $101K
|
30.3K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-620- 0.87% |
$92.3K - $101K
|
71K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-632- 1.94% |
$94.1K - $103K
|
31.9K
$7.03M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-645- 16.68% |
$96K - $105K
|
3.22K
$710K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-650- 30.52% |
$96.7K - $106K
|
1.48K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-662- 15.03% |
$98.5K - $108K
|
3.74K
$824K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-688- 6.29% |
$102K - $112K
|
10.2K
$2.26M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-698- 1.19% |
$104K - $114K
|
57.8K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-702- 0.8% |
$104K - $115K
|
86.6K
$19.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-713- 33.73% |
$106K - $116K
|
1.4K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-713- 12.2% |
$106K - $116K
|
5.13K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-728- 25.14% |
$108K - $119K
|
2.17K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-738- 0.42% |
$110K - $120K
|
175K
$38.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-739- 1.79% |
$110K - $121K
|
40.6K
$8.95M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-756- 8.55% |
$113K - $123K
|
8.09K
$1.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-770- 18.39% |
$115K - $126K
|
3.42K
$753K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-772- 4.8% |
$115K - $126K
|
15.3K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-774- 4.29% |
$115K - $126K
|
17.3K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-775- 25.72% |
$115K - $126K
|
2.24K
$493K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-778- 8.22% |
$116K - $127K
|
8.68K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 0.45% |
$117K - $128K
|
173K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-798- 0.79% |
$119K - $130K
|
101K
$22.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-807- 1.98% |
$120K - $132K
|
40K
$8.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-812- 12.8% |
$121K - $132K
|
5.53K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-829- 14.52% |
$123K - $135K
|
4.88K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-840- 5.96% |
$125K - $137K
|
13.3K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-865- 1.45% |
$129K - $141K
|
58.8K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-874- 4.41% |
$130K - $143K
|
18.9K
$4.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-885- 9.52% |
$132K - $144K
|
8.41K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-903- 0.01% |
$134K - $147K
|
7.02M
$1.55B
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-907- 16.62% |
$135K - $148K
|
4.55K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-920- 28.71% |
$137K - $150K
|
2.29K
$503K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-935- 17.72% |
$139K - $153K
|
4.34K
$956K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-943- 68.83% |
$140K - $154K
|
427
$94.1K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-946- 18.49% |
$141K - $154K
|
4.17K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-956- 0.7% |
$142K - $156K
|
136K
$30M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-967- 3.82% |
$144K - $158K
|
24.3K
$5.36M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-968- 32.47% |
$144K - $158K
|
2.01K
$443K
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-968- 9.47% |
$144K - $158K
|
9.25K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-970- 2.63% |
$144K - $158K
|
35.9K
$7.9M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-971- 9.96% |
$145K - $158K
|
8.78K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-975- 3.34% |
$145K - $159K
|
28.2K
$6.21M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-994- 30.42% |
$148K - $162K
|
2.27K
$501K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.02K- 3.05% |
$151K - $166K
|
32.3K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.02K- 28.9% |
$151K - $166K
|
2.5K
$551K
|