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 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.07% |
$161 - $173
|
1.36K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$161 - $173
|
1.33K
$300K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$161 - $173
|
1.4K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.79K
$404K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 0.38% |
$161 - $173
|
261
$59K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.27% |
$161 - $173
|
367
$83K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.51% |
$161 - $173
|
198
$44.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$161 - $173
|
2.2K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.27% |
$161 - $173
|
376
$85K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$161 - $173
|
2.17K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.38% |
$161 - $173
|
261
$59K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.6K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.08% |
$161 - $173
|
1.33K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.35% |
$161 - $173
|
287
$64.9K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.08% |
$161 - $173
|
1.31K
$296K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.55% |
$161 - $173
|
181
$40.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 0.15% |
$161 - $173
|
672
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1- 0.05% |
$161 - $173
|
1.85K
$418K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.06% |
$161 - $173
|
1.64K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.09% |
$161 - $173
|
1.09K
$247K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.97% |
$323 - $347
|
204
$46.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2- 0.05% |
$323 - $347
|
4.11K
$929K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.06% |
$323 - $347
|
3.18K
$719K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.15% |
$484 - $520
|
2.04K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3- 0.23% |
$484 - $520
|
1.32K
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-3- 0.02% |
$484 - $520
|
18.3K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.2% |
$484 - $520
|
1.5K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3- 0.03% |
$484 - $520
|
9.05K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$645 - $694
|
8.54K
$1.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-5- 0.29% |
$806 - $867
|
1.7K
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 0.24% |
$806 - $867
|
2.06K
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-5- 1.54% |
$806 - $867
|
320
$72.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-6- 0.23% |
$968 - $1.04K
|
2.65K
$599K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 3.17% |
$968 - $1.04K
|
183
$41.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6- 0.26% |
$968 - $1.04K
|
2.28K
$515K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-7- 0.47% |
$1.13K - $1.21K
|
1.49K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7- 0.14% |
$1.13K - $1.21K
|
4.91K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8- 0.31% |
$1.29K - $1.39K
|
2.6K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-8- 53.33% |
$1.29K - $1.39K
|
7
$1.58K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-9- 0.18% |
$1.45K - $1.56K
|
5.01K
$1.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9- 0.48% |
$1.45K - $1.56K
|
1.85K
$419K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9- 0.27% |
$1.45K - $1.56K
|
3.33K
$753K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10- 0.11% |
$1.61K - $1.73K
|
8.79K
$1.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.16% |
$1.61K - $1.73K
|
6.14K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10- 0.27% |
$1.61K - $1.73K
|
3.73K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-10- 0.27% |
$1.61K - $1.73K
|
3.71K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-10- 10.53% |
$1.61K - $1.73K
|
85
$19.2K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-10- -0.0% |
$1.61K - $1.73K
|
798K
$180M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11- 0.08% |
$1.77K - $1.91K
|
13.5K
$3.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-11- 0.01% |
$1.77K - $1.91K
|
98.4K
$22.3M
|