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 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
152+ 1.57% |
$24.5K - $26.4K
|
9.84K
$2.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
151+ 1.46% |
$24.4K - $26.2K
|
10.5K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
150+ 11.89% |
$24.2K - $26K
|
1.41K
$318K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
150New |
$24.2K - $26K
|
150
$33.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
145+ 4.71% |
$23.4K - $25.1K
|
3.22K
$725K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
145+ 1.56% |
$23.4K - $25.1K
|
9.42K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
143+ 1.94% |
$23.1K - $24.8K
|
7.51K
$1.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
140+ 0.21% |
$22.6K - $24.3K
|
66.3K
$14.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
140+ 4.44% |
$22.6K - $24.3K
|
3.29K
$740K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
139+ 0.44% |
$22.4K - $24.1K
|
31.5K
$7.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
138+ 18.62% |
$22.3K - $23.9K
|
879
$198K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
136+ 4.68% |
$21.9K - $23.6K
|
3.04K
$685K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
135+ 4.31% |
$21.8K - $23.4K
|
3.27K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
135+ 3.21% |
$21.8K - $23.4K
|
4.34K
$975K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
133+ 1.52% |
$21.5K - $23.1K
|
8.87K
$2M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
131+ 3.5% |
$21.1K - $22.7K
|
3.88K
$872K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
131+ 6.21% |
$21.1K - $22.7K
|
2.24K
$504K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
127+ 1.59% |
$20.5K - $22K
|
8.1K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
125+ 7.78% |
$20.2K - $21.7K
|
1.73K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 1.47% |
$20.2K - $21.7K
|
8.62K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
124+ 2.72% |
$20K - $21.5K
|
4.68K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
122+ 179.41% |
$19.7K - $21.2K
|
190
$42.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116+ 7.25% |
$18.7K - $20.1K
|
1.72K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
114+ 1.1% |
$18.4K - $19.8K
|
10.5K
$2.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
113+ 5.94% |
$18.2K - $19.6K
|
2.01K
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
113+ 1.12% |
$18.2K - $19.6K
|
10.2K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
113+ 0.56% |
$18.2K - $19.6K
|
20.4K
$4.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 1.4% |
$17.9K - $19.2K
|
8.04K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 3.65% |
$17.6K - $18.9K
|
3.1K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
108+ 2.01% |
$17.4K - $18.7K
|
5.47K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
107+ 7.0% |
$17.3K - $18.6K
|
1.64K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
106+ 0.76% |
$17.1K - $18.4K
|
14K
$3.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
103+ 7.86% |
$16.6K - $17.9K
|
1.41K
$318K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
102+ 26.84% |
$16.5K - $17.7K
|
482
$108K
|
|
|
Jul 24, 2023
Q2 2023
|
Mirova Us LLC
|
BUY
|
- |
102+ 3.0% |
$16.5K - $17.7K
|
3.5K
$788K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
102New |
$16.5K - $17.7K
|
102
$22.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 6.01% |
$16.5K - $17.7K
|
1.8K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
102+ 0.19% |
$16.5K - $17.7K
|
53.3K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
102+ 159.38% |
$16.5K - $17.7K
|
166
$37.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
102+ 2.51% |
$16.5K - $17.7K
|
4.16K
$936K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
101+ 4.32% |
$16.3K - $17.5K
|
2.44K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
98+ 1.75% |
$15.8K - $17K
|
5.71K
$1.28M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
97+ 1.06% |
$15.6K - $16.8K
|
9.27K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$15K - $16.1K
|
93
$20.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
92+ 0.82% |
$14.8K - $16K
|
11.4K
$2.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
90+ 5.41% |
$14.5K - $15.6K
|
1.76K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
90+ 6.79% |
$14.5K - $15.6K
|
1.42K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
90+ 90.0% |
$14.5K - $15.6K
|
190
$42.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
89+ 6.58% |
$14.4K - $15.4K
|
1.44K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
86+ 2.76% |
$13.9K - $14.9K
|
3.2K
$720K
|