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 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-20- 0.13% |
$3.56K - $4.28K
|
15.2K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 16.67% |
$3.56K - $4.28K
|
100
$22.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-20- 0.35% |
$3.56K - $4.28K
|
5.62K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-20- 1.54% |
$3.56K - $4.28K
|
1.28K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-20- 0.29% |
$3.56K - $4.28K
|
6.82K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.06% |
$3.56K - $4.28K
|
31.3K
$7.05M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 2.94% |
$3.56K - $4.28K
|
660
$148K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-20- 0.12% |
$3.56K - $4.28K
|
16.3K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-20- 1.25% |
$3.56K - $4.28K
|
1.58K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 0.81% |
$3.56K - $4.28K
|
2.46K
$552K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-21- 1.36% |
$3.73K - $4.49K
|
1.53K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-21- 0.17% |
$3.73K - $4.49K
|
12.7K
$2.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22- 0.86% |
$3.91K - $4.71K
|
2.54K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-22- 1.58% |
$3.91K - $4.71K
|
1.37K
$309K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-23- 1.91% |
$4.09K - $4.92K
|
1.18K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-23- 1.11% |
$4.09K - $4.92K
|
2.05K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-23- 2.32% |
$4.09K - $4.92K
|
967
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-23- 2.27% |
$4.09K - $4.92K
|
991
$223K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-23- 0.41% |
$4.09K - $4.92K
|
5.65K
$1.27M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-25- 0.96% |
$4.44K - $5.35K
|
2.59K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 0.37% |
$4.44K - $5.35K
|
6.7K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-25- 13.44% |
$4.44K - $5.35K
|
161
$36.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-26- 3.65% |
$4.62K - $5.56K
|
687
$155K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26- 0.36% |
$4.62K - $5.56K
|
7.11K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-27- 0.21% |
$4.8K - $5.78K
|
12.8K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-27- 0.44% |
$4.8K - $5.78K
|
6.06K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-29- 0.18% |
$5.16K - $6.21K
|
15.8K
$3.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.63% |
$5.33K - $6.42K
|
4.72K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31- 0.53% |
$5.51K - $6.63K
|
5.78K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-31- 0.69% |
$5.51K - $6.63K
|
4.49K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-31- 0.76% |
$5.51K - $6.63K
|
4.03K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-31- 21.09% |
$5.51K - $6.63K
|
116
$26.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-33- 1.98% |
$5.87K - $7.06K
|
1.63K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-33- 1.71% |
$5.87K - $7.06K
|
1.9K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-33- 0.3% |
$5.87K - $7.06K
|
10.8K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-33- 1.73% |
$5.87K - $7.06K
|
1.88K
$422K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 0.59% |
$6.04K - $7.27K
|
5.72K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-37- 3.37% |
$6.58K - $7.92K
|
1.06K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38- 21.23% |
$6.76K - $8.13K
|
141
$31.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-39- 1.59% |
$6.93K - $8.34K
|
2.41K
$542K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 2.84% |
$7.11K - $8.56K
|
1.37K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-40- 0.58% |
$7.11K - $8.56K
|
6.92K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-40- 0.91% |
$7.11K - $8.56K
|
4.34K
$976K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-40- 2.36% |
$7.11K - $8.56K
|
1.66K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-40- 3.54% |
$7.11K - $8.56K
|
1.09K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-41- 2.75% |
$7.29K - $8.77K
|
1.45K
$326K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 1.23% |
$7.47K - $8.99K
|
3.36K
$757K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-42- 0.54% |
$7.47K - $8.99K
|
7.75K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-42- 1.63% |
$7.47K - $8.99K
|
2.53K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-43- 14.33% |
$7.64K - $9.2K
|
257
$57.8K
|