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 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.64KNew |
$244K - $267K
|
1.64K
$361K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.6KNew |
$239K - $262K
|
1.6K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.6K+ 29.32% |
$239K - $262K
|
7.07K
$1.56M
|
|
|
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.6KNew |
$238K - $261K
|
1.6K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.6K+ 8.51% |
$238K - $261K
|
20.4K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 11.53% |
$237K - $259K
|
15.4K
$3.39M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.58KNew |
$236K - $258K
|
1.58K
$349K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.58K+ 4.69% |
$235K - $258K
|
35.2K
$7.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.58K+ 5.06% |
$235K - $257K
|
32.8K
$7.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 20.4% |
$232K - $255K
|
9.22K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.54K+ 56.98% |
$229K - $252K
|
4.25K
$936K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$229K - $251K
|
1.54K
$339K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.54K+ 527.49% |
$228K - $250K
|
1.83K
$402K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.53KNew |
$227K - $249K
|
1.53K
$336K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.52KNew |
$226K - $248K
|
1.52K
$335K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.51K+ 20.49% |
$225K - $247K
|
8.89K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.51K+ 15.85% |
$225K - $247K
|
11K
$2.43M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.5K+ 1.17% |
$223K - $245K
|
130K
$28.6M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.5KNew |
$223K - $245K
|
1.5K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.5KNew |
$223K - $245K
|
1.5K
$330K
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.5KNew |
$223K - $244K
|
1.5K
$330K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
1.48K+ 0.58% |
$221K - $242K
|
256K
$56.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 2.51% |
$218K - $239K
|
59.9K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 3.08% |
$217K - $238K
|
48.9K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.46KNew |
$217K - $238K
|
1.46K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1.45KNew |
$216K - $237K
|
1.45K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 74.58% |
$214K - $234K
|
3.36K
$740K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.43K+ 1.82% |
$212K - $233K
|
79.8K
$17.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.4KNew |
$209K - $229K
|
1.4K
$309K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1.4K+ 48.16% |
$209K - $229K
|
4.31K
$950K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.4K+ 0.0% |
$208K - $228K
|
37.5M
$8.25B
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.38K+ 1.6% |
$206K - $226K
|
87.7K
$19.3M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.38K+ 89.39% |
$206K - $225K
|
2.93K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.38K+ 1.42% |
$205K - $225K
|
98.8K
$21.8M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.36K+ 13.31% |
$202K - $222K
|
11.6K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.36K+ 28.68% |
$202K - $221K
|
6.08K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.36KNew |
$202K - $221K
|
1.36K
$298K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35K+ 321.43% |
$201K - $220K
|
1.77K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.34K+ 10.65% |
$199K - $218K
|
13.9K
$3.06M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.33KNew |
$198K - $217K
|
1.33K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.33KNew |
$197K - $217K
|
1.33K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 3.44% |
$197K - $216K
|
39.8K
$8.77M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.32K+ 3.12% |
$197K - $216K
|
43.7K
$9.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.32KNew |
$196K - $215K
|
1.32K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.31KNew |
$195K - $214K
|
1.31K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.31K+ 56.69% |
$195K - $214K
|
3.62K
$797K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.3KNew |
$194K - $213K
|
1.3K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.29KNew |
$192K - $210K
|
1.29K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.29K+ 5.59% |
$191K - $210K
|
24.3K
$5.34M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.28K+ 0.54% |
$191K - $210K
|
240K
$52.8M
|