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 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1- 0.05% |
$178 - $214
|
2.06K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.86% |
$178 - $214
|
34
$7.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.1% |
$178 - $214
|
1.03K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$178 - $214
|
56.7K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$178 - $214
|
2.93K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$178 - $214
|
3.64K
$818K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.3% |
$178 - $214
|
76
$17.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-2- 0.14% |
$356 - $428
|
1.4K
$315K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.13% |
$356 - $428
|
1.58K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$356 - $428
|
21K
$4.73M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.03% |
$356 - $428
|
6.78K
$1.52M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 3.85% |
$356 - $428
|
50
$11.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.03% |
$533 - $642
|
9.95K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-3- 0.02% |
$533 - $642
|
16K
$3.6M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.09% |
$533 - $642
|
3.42K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3- 0.19% |
$533 - $642
|
1.58K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 3.61% |
$533 - $642
|
80
$18K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-4- 0.26% |
$711 - $856
|
1.52K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.07% |
$711 - $856
|
5.97K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4- 0.33% |
$711 - $856
|
1.2K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 0.32% |
$889 - $1.07K
|
1.57K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.04% |
$889 - $1.07K
|
13.7K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-5- 0.3% |
$889 - $1.07K
|
1.65K
$371K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.04% |
$1.07K - $1.28K
|
15.3K
$3.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6- 0.27% |
$1.07K - $1.28K
|
2.21K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6- 0.47% |
$1.07K - $1.28K
|
1.27K
$285K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7- 0.38% |
$1.24K - $1.5K
|
1.82K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.21% |
$1.24K - $1.5K
|
3.25K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7- 0.16% |
$1.24K - $1.5K
|
4.25K
$956K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-9- 0.5% |
$1.6K - $1.93K
|
1.77K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9- 0.52% |
$1.6K - $1.93K
|
1.72K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-10- 0.18% |
$1.78K - $2.14K
|
5.45K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 2.85% |
$1.78K - $2.14K
|
341
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10- 0.7% |
$1.78K - $2.14K
|
1.42K
$318K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-11- 0.67% |
$1.96K - $2.35K
|
1.62K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-12- 0.4% |
$2.13K - $2.57K
|
2.98K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-12- 0.24% |
$2.13K - $2.57K
|
5.03K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-12- 0.79% |
$2.13K - $2.57K
|
1.5K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-13- 0.11% |
$2.31K - $2.78K
|
12.2K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 1.15% |
$2.31K - $2.78K
|
1.12K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 6.93% |
$2.49K - $3K
|
188
$42.3K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-14- 7.07% |
$2.49K - $3K
|
184
$41.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-15- 1.18% |
$2.67K - $3.21K
|
1.26K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 88.24% |
$2.67K - $3.21K
|
2
$450
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-15- 25.0% |
$2.67K - $3.21K
|
45
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-16- 0.27% |
$2.84K - $3.42K
|
5.81K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-17- 1.48% |
$3.02K - $3.64K
|
1.13K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19- 9.27% |
$3.38K - $4.07K
|
186
$41.8K
|