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 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-36- 0.16% |
$5.81K - $6.24K
|
22K
$4.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-37- 2.31% |
$5.97K - $6.42K
|
1.57K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 2.0% |
$6.13K - $6.59K
|
1.86K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-39- 1.36% |
$6.29K - $6.76K
|
2.83K
$639K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-39- 53.42% |
$6.29K - $6.76K
|
34
$7.69K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-40- 1.69% |
$6.45K - $6.94K
|
2.32K
$525K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 2.15% |
$6.45K - $6.94K
|
1.82K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 2.57% |
$6.45K - $6.94K
|
1.52K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 2.18% |
$6.45K - $6.94K
|
1.79K
$406K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-40- 2.75% |
$6.45K - $6.94K
|
1.41K
$319K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 2.41% |
$6.77K - $7.28K
|
1.7K
$384K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-42- 80.77% |
$6.77K - $7.28K
|
10
$2.26K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-44- 0.1% |
$7.1K - $7.63K
|
43.7K
$9.87M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-44- 0.1% |
$7.1K - $7.63K
|
43.7K
$9.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.91% |
$7.42K - $7.98K
|
4.98K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-46- 0.93% |
$7.42K - $7.98K
|
4.89K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-47- 0.14% |
$7.58K - $8.15K
|
33.8K
$7.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-47- 1.7% |
$7.58K - $8.15K
|
2.71K
$613K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-48- 2.81% |
$7.74K - $8.32K
|
1.66K
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 1.14% |
$7.74K - $8.32K
|
4.18K
$944K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-48- 2.25% |
$7.74K - $8.32K
|
2.08K
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-49- 6.57% |
$7.9K - $8.5K
|
697
$158K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 4.68% |
$8.06K - $8.67K
|
1.02K
$230K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-50- 2.04% |
$8.06K - $8.67K
|
2.4K
$541K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-50- 2.9% |
$8.06K - $8.67K
|
1.68K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-50- 3.33% |
$8.06K - $8.67K
|
1.45K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50- 3.07% |
$8.06K - $8.67K
|
1.58K
$357K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-51- 18.41% |
$8.23K - $8.84K
|
226
$51.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-52- 1.85% |
$8.39K - $9.02K
|
2.76K
$624K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-54- 2.83% |
$8.71K - $9.36K
|
1.86K
$420K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-55- 3.79% |
$8.87K - $9.54K
|
1.4K
$316K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-55- 91.67% |
$8.87K - $9.54K
|
5
$1.13K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-56- 2.29% |
$9.03K - $9.71K
|
2.39K
$541K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-57- 2.22% |
$9.19K - $9.88K
|
2.51K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-58- 1.76% |
$9.35K - $10.1K
|
3.24K
$732K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-58- 0.73% |
$9.35K - $10.1K
|
7.92K
$1.79M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-59- 3.88% |
$9.52K - $10.2K
|
1.46K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.67% |
$9.68K - $10.4K
|
8.85K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-60- 0.1% |
$9.68K - $10.4K
|
62.7K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-62- 1.18% |
$10K - $10.8K
|
5.18K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-64- 3.18% |
$10.3K - $11.1K
|
1.95K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-64- 4.79% |
$10.3K - $11.1K
|
1.27K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-65- 7.07% |
$10.5K - $11.3K
|
854
$193K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-66- 4.59% |
$10.6K - $11.4K
|
1.37K
$310K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-67- 0.41% |
$10.8K - $11.6K
|
16.3K
$3.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-68- 5.5% |
$11K - $11.8K
|
1.17K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 2.85% |
$11K - $11.8K
|
2.32K
$524K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 1.16% |
$11.3K - $12.1K
|
5.97K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-70- 4.97% |
$11.3K - $12.1K
|
1.34K
$303K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-70- 0.31% |
$11.3K - $12.1K
|
22.4K
$5.07M
|