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
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
86+ 3.84% |
$13.9K - $14.9K
|
2.32K
$523K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
84New |
$13.5K - $14.6K
|
84
$18.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
81+ 0.88% |
$13.1K - $14K
|
9.32K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
80+ 2.11% |
$12.9K - $13.9K
|
3.88K
$872K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 5.28% |
$12.9K - $13.9K
|
1.6K
$359K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
79+ 1.32% |
$12.7K - $13.7K
|
6.08K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
78+ 2600.0% |
$12.6K - $13.5K
|
81
$18.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
78+ 0.24% |
$12.6K - $13.5K
|
33.1K
$7.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
77+ 2.86% |
$12.4K - $13.4K
|
2.77K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
77+ 0.89% |
$12.4K - $13.4K
|
8.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
77+ 0.53% |
$12.4K - $13.4K
|
14.6K
$3.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
76+ 2.59% |
$12.3K - $13.2K
|
3.01K
$676K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
76+ 1.03% |
$12.3K - $13.2K
|
7.42K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
75+ 937.5% |
$12.1K - $13K
|
83
$18.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
73+ 2.34% |
$11.8K - $12.7K
|
3.2K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
73+ 0.55% |
$11.8K - $12.7K
|
13.3K
$2.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
70+ 0.16% |
$11.3K - $12.1K
|
43.8K
$9.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 6.62% |
$11.3K - $12.1K
|
1.13K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
70New |
$11.3K - $12.1K
|
70
$15.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
68+ 4.3% |
$11K - $11.8K
|
1.65K
$371K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
66+ 0.14% |
$10.6K - $11.4K
|
46.3K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66+ 0.04% |
$10.6K - $11.4K
|
157K
$35.3M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
63+ 3.09% |
$10.2K - $10.9K
|
2.1K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
63+ 0.58% |
$10.2K - $10.9K
|
11K
$2.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
62+ 0.56% |
$10K - $10.8K
|
11.1K
$2.5M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 4.49% |
$9.84K - $10.6K
|
1.42K
$319K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
60New |
$9.68K - $10.4K
|
60
$13.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 2.46% |
$9.68K - $10.4K
|
2.5K
$562K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
60+ 1.49% |
$9.68K - $10.4K
|
4.09K
$919K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
60+ 2.0% |
$9.68K - $10.4K
|
3.06K
$688K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
58+ 0.27% |
$9.35K - $10.1K
|
21.8K
$4.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57+ 13.07% |
$9.19K - $9.88K
|
493
$111K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
56+ 2.11% |
$9.03K - $9.71K
|
2.71K
$609K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
52+ 1.74% |
$8.39K - $9.02K
|
3.04K
$684K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
50+ 1.38% |
$8.06K - $8.67K
|
3.67K
$825K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
50+ 2.86% |
$8.06K - $8.67K
|
1.8K
$405K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
49+ 0.23% |
$7.9K - $8.5K
|
21.1K
$4.75M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
49+ 0.67% |
$7.9K - $8.5K
|
7.39K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
46+ 1.42% |
$7.42K - $7.98K
|
3.3K
$741K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
45+ 3.1% |
$7.26K - $7.8K
|
1.5K
$337K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
45+ 0.28% |
$7.26K - $7.8K
|
16.1K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
42+ 3.13% |
$6.77K - $7.28K
|
1.38K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
40+ 2.45% |
$6.45K - $6.94K
|
1.67K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$6.45K - $6.94K
|
40
$9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$6.45K - $6.94K
|
40
$9K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
39+ 0.58% |
$6.29K - $6.76K
|
6.72K
$1.51M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38New |
$6.13K - $6.59K
|
38
$8.55K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
37+ 0.74% |
$5.97K - $6.42K
|
5.04K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 0.63% |
$5.97K - $6.42K
|
5.92K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
35+ 0.34% |
$5.64K - $6.07K
|
10.4K
$2.35M
|