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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9+ 0.38% |
$1.45K - $1.56K
|
2.35K
$532K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9+ 0.38% |
$1.45K - $1.56K
|
2.35K
$532K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.63% |
$1.29K - $1.39K
|
1.27K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8+ 0.42% |
$1.29K - $1.39K
|
1.92K
$433K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.41% |
$1.29K - $1.39K
|
1.94K
$440K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 2.67% |
$1.29K - $1.39K
|
308
$69.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8+ 0.6% |
$1.29K - $1.39K
|
1.34K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
8+ 0.02% |
$1.29K - $1.39K
|
44K
$9.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 5.67% |
$1.29K - $1.39K
|
149
$33.7K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 3.46% |
$1.29K - $1.39K
|
239
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 1.15% |
$1.13K - $1.21K
|
616
$139K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.37% |
$1.13K - $1.21K
|
1.92K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$968 - $1.04K
|
6
$1.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 7.5% |
$968 - $1.04K
|
86
$19.4K
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6+ 0.25% |
$968 - $1.04K
|
2.37K
$536K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
$806 - $867
|
1.27K
$287K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.33% |
$806 - $867
|
1.51K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.46% |
$806 - $867
|
1.09K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.45% |
$806 - $867
|
1.12K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.17% |
$806 - $867
|
2.93K
$663K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.07% |
$645 - $694
|
6.05K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.17% |
$645 - $694
|
2.42K
$546K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$645 - $694
|
2.56K
$579K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.13% |
$645 - $694
|
3.07K
$693K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.13% |
$484 - $520
|
2.24K
$506K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 13.04% |
$484 - $520
|
26
$5.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3+ 0.24% |
$484 - $520
|
1.23K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3+ 0.13% |
$484 - $520
|
2.4K
$542K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$484 - $520
|
1.85K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$484 - $520
|
17.6K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.23% |
$484 - $520
|
1.31K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.03% |
$484 - $520
|
11.7K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.22% |
$484 - $520
|
1.35K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3+ 0.0% |
$484 - $520
|
101K
$22.7M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.18% |
$484 - $520
|
1.65K
$373K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.07% |
$484 - $520
|
4.6K
$1.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.11% |
$323 - $347
|
1.77K
$400K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2+ 0.16% |
$323 - $347
|
1.23K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$323 - $347
|
4.33K
$979K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.23% |
$323 - $347
|
876
$198K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$323 - $347
|
3.87K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.13% |
$323 - $347
|
1.51K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$323 - $347
|
3.59K
$812K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$323 - $347
|
2.62K
$592K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.37% |
$161 - $173
|
268
$60.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$161 - $173
|
1.27K
$288K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.75K
$621K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$161 - $173
|
812
$184K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.62K
$366K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.27K
$512K
|