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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
269+ 3.75% |
$43.4K - $46.6K
|
7.43K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
260+ 12.51% |
$41.9K - $45.1K
|
2.34K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
255+ 10.86% |
$41.1K - $44.2K
|
2.6K
$585K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
254+ 16.74% |
$41K - $44K
|
1.77K
$398K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
254+ 8.12% |
$41K - $44K
|
3.38K
$761K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.47% |
$40.3K - $43.4K
|
53.5K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
248+ 23.89% |
$40K - $43K
|
1.29K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
247+ 6.22% |
$39.8K - $42.8K
|
4.22K
$949K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
240+ 6.68% |
$38.7K - $41.6K
|
3.83K
$862K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
240+ 7.26% |
$38.7K - $41.6K
|
3.55K
$798K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
239+ 2.58% |
$38.5K - $41.4K
|
9.49K
$2.13M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
233+ 466.0% |
$37.6K - $40.4K
|
283
$63.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 1.08% |
$37.4K - $40.2K
|
21.6K
$4.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
226New |
$36.4K - $39.2K
|
226
$50.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
222+ 3.34% |
$35.8K - $38.5K
|
6.87K
$1.54M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
218+ 9.54% |
$35.2K - $37.8K
|
2.5K
$563K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
BUY
|
- |
217+ 2.25% |
$35K - $37.6K
|
9.87K
$2.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
212+ 0.45% |
$34.2K - $36.8K
|
47.5K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
211+ 16.18% |
$34K - $36.6K
|
1.52K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
210New |
$33.9K - $36.4K
|
210
$47.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
207+ 15.19% |
$33.4K - $35.9K
|
1.57K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
203+ 5.08% |
$32.7K - $35.2K
|
4.2K
$945K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
203New |
$32.7K - $35.2K
|
203
$45.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
200+ 12.21% |
$32.3K - $34.7K
|
1.84K
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
195+ 8.52% |
$31.4K - $33.8K
|
2.48K
$558K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
194+ 0.25% |
$31.3K - $33.6K
|
77.6K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
193+ 2.2% |
$31.1K - $33.5K
|
8.97K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
192+ 3.28% |
$31K - $33.3K
|
6.04K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
188+ 1.23% |
$30.3K - $32.6K
|
15.5K
$3.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
187+ 1.15% |
$30.2K - $32.4K
|
16.4K
$3.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
185+ 2.74% |
$29.8K - $32.1K
|
6.93K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
176+ 2.61% |
$28.4K - $30.5K
|
6.92K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
173+ 4.69% |
$27.9K - $30K
|
3.86K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
172+ 7.71% |
$27.7K - $29.8K
|
2.4K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
171+ 5.5% |
$27.6K - $29.7K
|
3.28K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
171+ 1.24% |
$27.6K - $29.7K
|
13.9K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
170+ 1.17% |
$27.4K - $29.5K
|
14.7K
$3.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
170+ 8.56% |
$27.4K - $29.5K
|
2.16K
$485K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
168+ 11.06% |
$27.1K - $29.1K
|
1.69K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
168+ 3.27% |
$27.1K - $29.1K
|
5.3K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
167+ 17.94% |
$26.9K - $29K
|
1.1K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
165+ 2.33% |
$26.6K - $28.6K
|
7.24K
$1.63M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
161New |
$26K - $27.9K
|
161
$36.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
160New |
$25.8K - $27.7K
|
160
$36K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
156+ 0.37% |
$25.2K - $27.1K
|
42.8K
$9.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
156+ 20.08% |
$25.2K - $27.1K
|
933
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
154+ 5.98% |
$24.8K - $26.7K
|
2.73K
$614K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
153+ 0.27% |
$24.7K - $26.5K
|
57.3K
$12.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
153+ 1.89% |
$24.7K - $26.5K
|
8.24K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
152+ 9.66% |
$24.5K - $26.4K
|
1.73K
$388K
|