Purchases and Sales Made in Q2 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
404+ 9.15% |
$65.2K - $70.1K
|
4.82K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
401+ 0.14% |
$64.7K - $69.5K
|
289K
$65.1M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401+ 0.14% |
$64.7K - $69.5K
|
289K
$65.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
400+ 9.45% |
$64.5K - $69.4K
|
4.63K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 1.53% |
$64.5K - $69.4K
|
26.6K
$5.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
400New |
$64.5K - $69.4K
|
400
$90K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
398+ 1.36% |
$64.2K - $69K
|
29.8K
$6.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
389+ 1.91% |
$62.7K - $67.5K
|
20.8K
$4.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
388+ 2.19% |
$62.6K - $67.3K
|
18.1K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
387+ 14.13% |
$62.4K - $67.1K
|
3.13K
$703K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
378+ 29.35% |
$61K - $65.6K
|
1.67K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
376+ 3.44% |
$60.6K - $65.2K
|
11.3K
$2.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
370+ 29.07% |
$59.7K - $64.2K
|
1.64K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
367+ 2.1% |
$59.2K - $63.6K
|
17.9K
$4.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
366+ 25.72% |
$59K - $63.5K
|
1.79K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
365+ 0.46% |
$58.9K - $63.3K
|
80.1K
$18M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
363+ 0.49% |
$58.5K - $63K
|
73.7K
$16.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
362+ 1.42% |
$58.4K - $62.8K
|
25.9K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
354+ 9.44% |
$57.1K - $61.4K
|
4.1K
$923K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
351+ 9.7% |
$56.6K - $60.9K
|
3.97K
$893K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
343+ 1.84% |
$55.3K - $59.5K
|
19K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
343+ 8.41% |
$55.3K - $59.5K
|
4.42K
$994K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
342+ 5.96% |
$55.2K - $59.3K
|
6.08K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
338+ 7.73% |
$54.5K - $58.6K
|
4.71K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
337+ 24.05% |
$54.4K - $58.4K
|
1.74K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
333+ 6.74% |
$53.7K - $57.7K
|
5.28K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
332+ 11.09% |
$53.5K - $57.6K
|
3.33K
$748K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
328+ 8.95% |
$52.9K - $56.9K
|
3.99K
$898K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
328+ 1.81% |
$52.9K - $56.9K
|
18.5K
$4.15M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
325+ 0.76% |
$52.4K - $56.4K
|
43.1K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
322+ 0.17% |
$51.9K - $55.8K
|
189K
$42.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
320+ 1.66% |
$51.6K - $55.5K
|
19.6K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
320+ 20.73% |
$51.6K - $55.5K
|
1.86K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
320+ 4.37% |
$51.6K - $55.5K
|
7.64K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
320+ 2.28% |
$51.6K - $55.5K
|
14.3K
$3.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
311+ 6.06% |
$50.2K - $53.9K
|
5.44K
$1.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
303New |
$48.9K - $52.5K
|
303
$68.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
300+ 11.62% |
$48.4K - $52K
|
2.88K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 1.13% |
$48.4K - $52K
|
26.9K
$6.05M
|
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
300+ 6.86% |
$48.4K - $52K
|
4.67K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
299+ 21.31% |
$48.2K - $51.9K
|
1.7K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
297+ 10.96% |
$47.9K - $51.5K
|
3.01K
$677K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
291+ 13.12% |
$46.9K - $50.5K
|
2.51K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
290+ 7.99% |
$46.8K - $50.3K
|
3.92K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
289+ 0.21% |
$46.6K - $50.1K
|
136K
$30.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
288+ 19.82% |
$46.4K - $49.9K
|
1.74K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
285+ 21.66% |
$46K - $49.4K
|
1.6K
$360K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
281+ 10.72% |
$45.3K - $48.7K
|
2.9K
$653K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
278+ 1.87% |
$44.8K - $48.2K
|
15.1K
$3.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
275+ 11.26% |
$44.4K - $47.7K
|
2.72K
$611K
|