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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
857+ 13.05% |
$128K - $140K
|
7.42K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
851+ 45.93% |
$127K - $139K
|
2.7K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
850+ 3.9% |
$127K - $139K
|
22.7K
$4.99M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
839+ 3.87% |
$125K - $137K
|
22.5K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
833+ 8.76% |
$124K - $136K
|
10.3K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
827+ 5.38% |
$123K - $135K
|
16.2K
$3.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
804+ 87.87% |
$120K - $131K
|
1.72K
$379K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
792+ 5.02% |
$118K - $129K
|
16.6K
$3.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
791+ 4.97% |
$118K - $129K
|
16.7K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
778+ 2.43% |
$116K - $127K
|
32.8K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
771+ 42.69% |
$115K - $126K
|
2.58K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
771+ 46.95% |
$115K - $126K
|
2.41K
$531K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
770+ 35.18% |
$115K - $126K
|
2.96K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
768+ 0.41% |
$114K - $125K
|
189K
$41.7M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
757+ 1.26% |
$113K - $124K
|
61.1K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
755+ 0.55% |
$112K - $123K
|
137K
$30.2M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
754+ 0.68% |
$112K - $123K
|
111K
$24.5M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
751+ 7.46% |
$112K - $123K
|
10.8K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
750+ 1.45% |
$112K - $122K
|
52.5K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
749+ 2.37% |
$111K - $122K
|
32.3K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
745+ 9.32% |
$111K - $122K
|
8.74K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
744+ 2.9% |
$111K - $121K
|
26.4K
$5.82M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
737+ 1.87% |
$110K - $120K
|
40.1K
$8.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
733+ 2.39% |
$109K - $120K
|
31.4K
$6.91M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
717+ 1.79% |
$107K - $117K
|
40.8K
$8.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
710+ 0.83% |
$106K - $116K
|
86K
$18.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
708+ 52.68% |
$105K - $116K
|
2.05K
$452K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
698+ 2.93% |
$104K - $114K
|
24.5K
$5.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
695+ 23.87% |
$103K - $113K
|
3.61K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
685+ 2.99% |
$102K - $112K
|
23.6K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
680+ 11.72% |
$101K - $111K
|
6.48K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
679+ 0.98% |
$101K - $111K
|
70.3K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
669+ 3.83% |
$99.6K - $109K
|
18.1K
$4M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
655+ 47.33% |
$97.5K - $107K
|
2.04K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
653New |
$97.2K - $107K
|
653
$144K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
651+ 0.5% |
$96.9K - $106K
|
130K
$28.5M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
646+ 3.83% |
$96.1K - $105K
|
17.5K
$3.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
637+ 5.67% |
$94.8K - $104K
|
11.9K
$2.61M
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
627New |
$93.3K - $102K
|
627
$138K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
623+ 13.83% |
$92.7K - $102K
|
5.13K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
601+ 8.66% |
$89.4K - $98.1K
|
7.54K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
594+ 0.03% |
$88.4K - $96.9K
|
2.08M
$457M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
584+ 191.48% |
$86.9K - $95.3K
|
889
$196K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
576+ 3.6% |
$85.7K - $94K
|
16.6K
$3.65M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
566+ 2.03% |
$84.2K - $92.4K
|
28.4K
$6.26M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
550+ 86.61% |
$81.9K - $89.7K
|
1.19K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
549+ 10.35% |
$81.7K - $89.6K
|
5.85K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
547+ 14.29% |
$81.4K - $89.3K
|
4.38K
$964K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
547+ 2.19% |
$81.4K - $89.3K
|
25.5K
$5.61M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
542+ 1.16% |
$80.7K - $88.4K
|
47.3K
$10.4M
|