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 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12- 0.05% |
$1.94K - $2.08K
|
22.5K
$5.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-13- 0.37% |
$2.1K - $2.25K
|
3.53K
$798K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-14- 1.02% |
$2.26K - $2.43K
|
1.36K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-15- 0.11% |
$2.42K - $2.6K
|
13.3K
$3.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-15- 0.11% |
$2.42K - $2.6K
|
13.8K
$3.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15- 0.25% |
$2.42K - $2.6K
|
6K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 0.85% |
$2.42K - $2.6K
|
1.76K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15- 1.85% |
$2.42K - $2.6K
|
794
$180K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.53% |
$2.42K - $2.6K
|
2.81K
$636K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-16- 0.26% |
$2.58K - $2.77K
|
6.09K
$1.38M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-16- 0.34% |
$2.58K - $2.77K
|
4.69K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 8.56% |
$2.58K - $2.77K
|
171
$38.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-16- 0.59% |
$2.58K - $2.77K
|
2.68K
$606K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-16- 0.84% |
$2.58K - $2.77K
|
1.89K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16- 0.56% |
$2.58K - $2.77K
|
2.84K
$643K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17- 1.23% |
$2.74K - $2.95K
|
1.36K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 0.93% |
$2.9K - $3.12K
|
1.93K
$435K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-18- 1.01% |
$2.9K - $3.12K
|
1.77K
$399K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-19- 1.37% |
$3.06K - $3.29K
|
1.37K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 0.74% |
$3.06K - $3.29K
|
2.55K
$575K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-20- 0.06% |
$3.23K - $3.47K
|
32.3K
$7.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.5% |
$3.23K - $3.47K
|
3.99K
$903K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-21- 0.31% |
$3.39K - $3.64K
|
6.77K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-21- 1.64% |
$3.39K - $3.64K
|
1.26K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 0.45% |
$3.55K - $3.82K
|
4.9K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-23- 0.89% |
$3.71K - $3.99K
|
2.55K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-23- 0.49% |
$3.71K - $3.99K
|
4.64K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 2.97% |
$3.87K - $4.16K
|
784
$177K
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-24- 0.56% |
$3.87K - $4.16K
|
4.29K
$971K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 0.6% |
$4.03K - $4.34K
|
4.17K
$942K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-25- 0.16% |
$4.03K - $4.34K
|
15.5K
$3.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-25- 1.78% |
$4.03K - $4.34K
|
1.38K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25- 24.75% |
$4.03K - $4.34K
|
76
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-25- 1.68% |
$4.03K - $4.34K
|
1.46K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-26- 0.45% |
$4.19K - $4.51K
|
5.81K
$1.31M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-26- 0.15% |
$4.19K - $4.51K
|
17.6K
$3.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-27- 0.36% |
$4.35K - $4.68K
|
7.46K
$1.69M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 75.0% |
$4.35K - $4.68K
|
9
$2.03K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-30- 2.13% |
$4.84K - $5.2K
|
1.38K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-30- 0.09% |
$4.84K - $5.2K
|
31.8K
$7.19M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-30- 1.63% |
$4.84K - $5.2K
|
1.82K
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$5K - $5.38K
|
32.8K
$7.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-32- 0.34% |
$5.16K - $5.55K
|
9.28K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-32- 0.71% |
$5.16K - $5.55K
|
4.47K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-33- 2.0% |
$5.32K - $5.72K
|
1.62K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 0.51% |
$5.32K - $5.72K
|
6.45K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-33- 1.69% |
$5.32K - $5.72K
|
1.92K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-33- 0.24% |
$5.32K - $5.72K
|
13.6K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 2.28% |
$5.64K - $6.07K
|
1.5K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-35- 0.37% |
$5.64K - $6.07K
|
9.33K
$2.11M
|