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 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
39New |
$6.93K - $8.34K
|
39
$8.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 0.09% |
$6.76K - $8.13K
|
40.4K
$8.9M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
38+ 1.15% |
$6.76K - $8.13K
|
3.34K
$736K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
38+ 1.94% |
$6.76K - $8.13K
|
2K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
38+ 0.41% |
$6.76K - $8.13K
|
9.3K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
37+ 1.33% |
$6.58K - $7.92K
|
2.81K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37+ 56.06% |
$6.58K - $7.92K
|
103
$22.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36+ 61.02% |
$6.4K - $7.7K
|
95
$20.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 9.86% |
$6.4K - $7.7K
|
401
$88.3K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
36+ 1.95% |
$6.4K - $7.7K
|
1.89K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
35+ 0.96% |
$6.22K - $7.49K
|
3.67K
$809K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$6.22K - $7.49K
|
35
$7.71K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
33+ 2.22% |
$5.87K - $7.06K
|
1.52K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
33+ 1.11% |
$5.87K - $7.06K
|
3K
$661K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
33+ 2.33% |
$5.87K - $7.06K
|
1.45K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
33+ 0.44% |
$5.87K - $7.06K
|
7.53K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
32+ 0.96% |
$5.69K - $6.85K
|
3.35K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30+ 1.64% |
$5.33K - $6.42K
|
1.86K
$410K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
30+ 2.14% |
$5.33K - $6.42K
|
1.43K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30+ 1.31% |
$5.33K - $6.42K
|
2.33K
$512K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 1.21% |
$5.16K - $6.21K
|
2.43K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
29+ 0.45% |
$5.16K - $6.21K
|
6.55K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.25% |
$5.16K - $6.21K
|
11.6K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
27+ 0.81% |
$4.8K - $5.78K
|
3.36K
$741K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 0.9% |
$4.44K - $5.35K
|
2.8K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.27% |
$4.44K - $5.35K
|
9.25K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
24+ 1.28% |
$4.27K - $5.14K
|
1.9K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.99% |
$4.09K - $4.92K
|
1.18K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 10.9% |
$4.09K - $4.92K
|
234
$51.5K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 0.19% |
$4.09K - $4.92K
|
12.4K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21+ 0.58% |
$3.73K - $4.49K
|
3.65K
$803K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20+ 0.15% |
$3.56K - $4.28K
|
13.4K
$2.95M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.12% |
$3.56K - $4.28K
|
16.2K
$3.56M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20+ 1.31% |
$3.56K - $4.28K
|
1.55K
$340K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
20+ 0.51% |
$3.56K - $4.28K
|
3.94K
$868K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19+ 0.67% |
$3.38K - $4.07K
|
2.84K
$624K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 1.23% |
$3.38K - $4.07K
|
1.56K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
19New |
$3.38K - $4.07K
|
19
$4.18K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
19+ 0.22% |
$3.38K - $4.07K
|
8.78K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
19+ 0.08% |
$3.38K - $4.07K
|
24.6K
$5.42M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 1.23% |
$3.38K - $4.07K
|
1.56K
$344K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 6.9% |
$3.2K - $3.85K
|
279
$61.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 10.53% |
$3.2K - $3.85K
|
189
$41.6K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
17+ 1.06% |
$3.02K - $3.64K
|
1.63K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.26% |
$3.02K - $3.64K
|
6.66K
$1.47M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17+ 0.34% |
$3.02K - $3.64K
|
5.08K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.51% |
$2.84K - $3.42K
|
3.15K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
16+ 1.28% |
$2.84K - $3.42K
|
1.27K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 3.18% |
$2.67K - $3.21K
|
486
$107K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
15+ 0.79% |
$2.67K - $3.21K
|
1.92K
$423K
|