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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
14+ 0.53% |
$2.49K - $3K
|
2.68K
$590K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14New |
$2.49K - $3K
|
14
$3.08K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.41% |
$2.49K - $3K
|
3.44K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
14+ 0.02% |
$2.49K - $3K
|
85.9K
$18.9M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 0.3% |
$2.49K - $3K
|
4.67K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 0.44% |
$2.31K - $2.78K
|
2.96K
$653K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.07% |
$2.31K - $2.78K
|
18.8K
$4.14M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$2.13K - $2.57K
|
12
$2.64K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 0.45% |
$2.13K - $2.57K
|
2.67K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12+ 16.9% |
$2.13K - $2.57K
|
83
$18.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 1.37% |
$1.96K - $2.35K
|
812
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 3.32% |
$1.96K - $2.35K
|
342
$75.3K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11+ 0.55% |
$1.96K - $2.35K
|
2.01K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.54% |
$1.78K - $2.14K
|
1.87K
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9+ 0.17% |
$1.6K - $1.93K
|
5.37K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.56% |
$1.6K - $1.93K
|
1.62K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 0.14% |
$1.6K - $1.93K
|
6.25K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 0.35% |
$1.6K - $1.93K
|
2.58K
$567K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.09% |
$1.6K - $1.93K
|
10.1K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$1.42K - $1.71K
|
9.69K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.19% |
$1.42K - $1.71K
|
4.19K
$923K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.42K - $1.71K
|
8
$1.76K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8+ 0.37% |
$1.42K - $1.71K
|
2.16K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.06% |
$1.42K - $1.71K
|
14.5K
$3.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.2% |
$1.24K - $1.5K
|
3.57K
$786K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.32% |
$1.07K - $1.28K
|
1.88K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.18% |
$1.07K - $1.28K
|
3.37K
$742K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.3% |
$889 - $1.07K
|
1.65K
$364K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.08% |
$889 - $1.07K
|
6.51K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.34% |
$889 - $1.07K
|
1.47K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 21.74% |
$889 - $1.07K
|
28
$6.17K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$889 - $1.07K
|
5
$1.1K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 3.33% |
$889 - $1.07K
|
155
$34.1K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.35% |
$889 - $1.07K
|
1.42K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$711 - $856
|
1.66K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$711 - $856
|
9.68K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$711 - $856
|
1.29K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$711 - $856
|
1.53K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.13% |
$711 - $856
|
3.02K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$711 - $856
|
6.58K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$711 - $856
|
1.96K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.34% |
$711 - $856
|
1.19K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.23% |
$533 - $642
|
1.29K
$285K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 0.05% |
$533 - $642
|
6.24K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
3+ 0.21% |
$533 - $642
|
1.42K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$533 - $642
|
2.53K
$558K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 50.0% |
$533 - $642
|
9
$1.98K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.1% |
$533 - $642
|
3.06K
$674K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$533 - $642
|
3.08K
$679K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.45% |
$533 - $642
|
671
$148K
|