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 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
414+ 25.24% |
$73.6K - $88.6K
|
2.05K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
412+ 8.15% |
$73.2K - $88.2K
|
5.47K
$1.2M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
412+ 11.27% |
$73.2K - $88.2K
|
4.07K
$896K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
410+ 0.49% |
$72.9K - $87.7K
|
83.3K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
408+ 8.13% |
$72.5K - $87.3K
|
5.43K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
404+ 33.81% |
$71.8K - $86.4K
|
1.6K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
400+ 5.29% |
$71.1K - $85.6K
|
7.97K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
400+ 8.69% |
$71.1K - $85.6K
|
5.01K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
399+ 5.68% |
$70.9K - $85.4K
|
7.43K
$1.64M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
385+ 8.19% |
$68.4K - $82.4K
|
5.09K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
384+ 19.29% |
$68.3K - $82.2K
|
2.38K
$523K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
383+ 15.64% |
$68.1K - $82K
|
2.83K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
380+ 4.04% |
$67.6K - $81.3K
|
9.79K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
375+ 22.52% |
$66.7K - $80.2K
|
2.04K
$449K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
362+ 23.78% |
$64.4K - $77.5K
|
1.88K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
352+ 11.5% |
$62.6K - $75.3K
|
3.41K
$752K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
352+ 0.78% |
$62.6K - $75.3K
|
45.4K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
341+ 28.46% |
$60.6K - $73K
|
1.54K
$339K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
339+ 5.5% |
$60.3K - $72.5K
|
6.5K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
337+ 7.56% |
$59.9K - $72.1K
|
4.8K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
330+ 0.39% |
$58.7K - $70.6K
|
85.6K
$18.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
328+ 0.63% |
$58.3K - $70.2K
|
52.5K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
326+ 12.52% |
$58K - $69.8K
|
2.93K
$645K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
322+ 6.1% |
$57.2K - $68.9K
|
5.6K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
322+ 10.96% |
$57.2K - $68.9K
|
3.26K
$718K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
320+ 3.19% |
$56.9K - $68.5K
|
10.3K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
319+ 1.21% |
$56.7K - $68.3K
|
26.8K
$5.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
318+ 2.76% |
$56.5K - $68K
|
11.8K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
318+ 13.61% |
$56.5K - $68K
|
2.65K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
315New |
$56K - $67.4K
|
315
$69.4K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
314+ 15.13% |
$55.8K - $67.2K
|
2.39K
$526K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
312+ 9.56% |
$55.5K - $66.8K
|
3.58K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306+ 0.53% |
$54.4K - $65.5K
|
57.7K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
302+ 5.82% |
$53.7K - $64.6K
|
5.49K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
300+ 14.63% |
$53.3K - $64.2K
|
2.35K
$518K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
299+ 3.35% |
$53.2K - $64K
|
9.22K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
295+ 0.46% |
$52.4K - $63.1K
|
64.5K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
294+ 16.43% |
$52.3K - $62.9K
|
2.08K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
294+ 17.71% |
$52.3K - $62.9K
|
1.95K
$430K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
292+ 5.09% |
$51.9K - $62.5K
|
6.03K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
291+ 2.41% |
$51.7K - $62.3K
|
12.4K
$2.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
290+ 19.93% |
$51.6K - $62.1K
|
1.75K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
290+ 2.15% |
$51.6K - $62.1K
|
13.8K
$3.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
288New |
$51.2K - $61.6K
|
288
$63.4K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
288+ 7.12% |
$51.2K - $61.6K
|
4.33K
$955K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
288+ 55.07% |
$51.2K - $61.6K
|
811
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
285+ 13.85% |
$50.7K - $61K
|
2.34K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
285+ 3.39% |
$50.7K - $61K
|
8.7K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
285+ 8.4% |
$50.7K - $61K
|
3.68K
$810K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
280+ 6.03% |
$49.8K - $59.9K
|
4.92K
$1.08M
|