Purchases and Sales Made in Q1 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2024. 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 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
949New |
$169K - $203K
|
949
$209K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
946New |
$168K - $202K
|
946
$208K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
940New |
$167K - $201K
|
940
$207K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
939+ 6.11% |
$167K - $201K
|
16.3K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
927+ 19.06% |
$165K - $198K
|
5.79K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
919+ 30.49% |
$163K - $197K
|
3.93K
$866K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
913+ 29.14% |
$162K - $195K
|
4.05K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
912+ 2.79% |
$162K - $195K
|
33.6K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
900+ 2.82% |
$160K - $193K
|
32.8K
$7.23M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
893+ 2.93% |
$159K - $191K
|
31.4K
$6.92M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
889+ 56.37% |
$158K - $190K
|
2.47K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
879+ 34.22% |
$156K - $188K
|
3.45K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
873+ 13.78% |
$155K - $187K
|
7.21K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
865+ 4.27% |
$154K - $185K
|
21.1K
$4.66M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
850+ 44.67% |
$151K - $182K
|
2.75K
$606K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
836+ 0.93% |
$149K - $179K
|
90.4K
$19.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
834+ 4.95% |
$148K - $178K
|
17.7K
$3.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
828+ 31.27% |
$147K - $177K
|
3.48K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
825+ 26.13% |
$147K - $177K
|
3.98K
$877K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
819+ 1.5% |
$146K - $175K
|
55.2K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 4.48% |
$145K - $175K
|
19K
$4.19M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
809+ 0.32% |
$144K - $173K
|
252K
$55.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
808+ 8.27% |
$144K - $173K
|
10.6K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
805+ 2.04% |
$143K - $172K
|
40.3K
$8.87M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
799+ 7.97% |
$142K - $171K
|
10.8K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
797+ 2.61% |
$142K - $171K
|
31.3K
$6.9M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
796+ 6.87% |
$142K - $170K
|
12.4K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
785+ 1.69% |
$140K - $168K
|
47.3K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
775+ 0.91% |
$138K - $166K
|
85.6K
$18.9M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
771+ 35.93% |
$137K - $165K
|
2.92K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
767+ 155.58% |
$136K - $164K
|
1.26K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
756+ 0.71% |
$134K - $162K
|
107K
$23.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
755+ 27.94% |
$134K - $162K
|
3.46K
$761K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
750New |
$133K - $160K
|
750
$165K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
749+ 4.94% |
$133K - $160K
|
15.9K
$3.51M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
749+ 7.13% |
$133K - $160K
|
11.3K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
731+ 24.6% |
$130K - $156K
|
3.7K
$815K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
728+ 2.94% |
$129K - $156K
|
25.5K
$5.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
727+ 7.22% |
$129K - $156K
|
10.8K
$2.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
712+ 60.65% |
$127K - $152K
|
1.89K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
706+ 1.77% |
$126K - $151K
|
40.6K
$8.93M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
705+ 3.23% |
$125K - $151K
|
22.5K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 8.67% |
$124K - $150K
|
8.77K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
700+ 8.4% |
$124K - $150K
|
9.04K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
698New |
$124K - $149K
|
698
$154K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
698+ 3.27% |
$124K - $149K
|
22K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
698+ 3.17% |
$124K - $149K
|
22.7K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
696+ 2.04% |
$124K - $149K
|
34.7K
$7.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
681+ 50.0% |
$121K - $146K
|
2.04K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
677+ 3.62% |
$120K - $145K
|
19.4K
$4.26M
|