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
|
Cx Institutional
|
SELL
|
- |
-44- 0.23% |
$7.82K - $9.41K
|
19.2K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 1.87% |
$7.82K - $9.41K
|
2.31K
$518K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-45- 0.07% |
$8K - $9.63K
|
61K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-45- 0.84% |
$8K - $9.63K
|
5.33K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46- 1.18% |
$8.18K - $9.84K
|
3.84K
$863K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-48- 30.97% |
$8.53K - $10.3K
|
107
$24.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 1.82% |
$8.53K - $10.3K
|
2.59K
$583K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-48- 72.73% |
$8.53K - $10.3K
|
18
$4.05K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-48- 22.43% |
$8.53K - $10.3K
|
166
$37.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-49- 1.68% |
$8.71K - $10.5K
|
2.87K
$645K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-49- 1.14% |
$8.71K - $10.5K
|
4.25K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.21% |
$8.71K - $10.5K
|
2.17K
$489K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 4.06% |
$8.89K - $10.7K
|
1.18K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.29% |
$8.89K - $10.7K
|
3.82K
$858K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 1.38% |
$8.89K - $10.7K
|
3.56K
$801K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.6% |
$8.89K - $10.7K
|
8.3K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$8.89K - $10.7K
|
50
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 10.0% |
$8.89K - $10.7K
|
450
$101K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 2.68% |
$8.89K - $10.7K
|
1.82K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-50- 0.32% |
$8.89K - $10.7K
|
15.5K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-50- 1.77% |
$8.89K - $10.7K
|
2.77K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-50- 10.2% |
$8.89K - $10.7K
|
440
$99K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 15.04% |
$9.07K - $10.9K
|
288
$64.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-52- 0.59% |
$9.24K - $11.1K
|
8.81K
$1.98M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-53- 2.56% |
$9.42K - $11.3K
|
2.02K
$453K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-53- 0.36% |
$9.42K - $11.3K
|
14.8K
$3.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 2.03% |
$9.78K - $11.8K
|
2.65K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-56- 1.0% |
$9.96K - $12K
|
5.54K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-57- 0.72% |
$10.1K - $12.2K
|
7.87K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-59- 1.78% |
$10.5K - $12.6K
|
3.25K
$731K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-60- 3.15% |
$10.7K - $12.8K
|
1.85K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-60- 1.09% |
$10.7K - $12.8K
|
5.45K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.7% |
$10.7K - $12.8K
|
8.55K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-62- 7.01% |
$11K - $13.3K
|
822
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-62- 1.43% |
$11K - $13.3K
|
4.28K
$964K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-64- 2.85% |
$11.4K - $13.7K
|
2.18K
$491K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-64- 1.25% |
$11.4K - $13.7K
|
5.05K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-65- 2.27% |
$11.6K - $13.9K
|
2.8K
$629K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-65- 2.22% |
$11.6K - $13.9K
|
2.86K
$644K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-65- 1.52% |
$11.6K - $13.9K
|
4.21K
$948K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-66- 0.89% |
$11.7K - $14.1K
|
7.31K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-68- 2.77% |
$12.1K - $14.5K
|
2.39K
$537K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-69- 0.62% |
$12.3K - $14.8K
|
11.1K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-69- 2.71% |
$12.3K - $14.8K
|
2.48K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-71- 4.03% |
$12.6K - $15.2K
|
1.69K
$380K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-72- 1.12% |
$12.8K - $15.4K
|
6.35K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-72- 3.45% |
$12.8K - $15.4K
|
2.01K
$453K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.62% |
$13.3K - $16K
|
4.57K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-75- 0.35% |
$13.3K - $16K
|
21.2K
$4.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 15.0% |
$13.3K - $16K
|
425
$95.6K
|