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
|
1 St Source Bank
|
SELL
|
- |
-70- 0.4% |
$11.3K - $12.1K
|
17.5K
$3.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-71- 0.97% |
$11.5K - $12.3K
|
7.22K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-75- 0.65% |
$12.1K - $13K
|
11.5K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-76- 1.05% |
$12.3K - $13.2K
|
7.17K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-77- 1.15% |
$12.4K - $13.4K
|
6.64K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-78- 0.21% |
$12.6K - $13.5K
|
36.2K
$8.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79- 47.88% |
$12.7K - $13.7K
|
86
$19.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-81- 0.14% |
$13.1K - $14K
|
56.9K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-81- 2.33% |
$13.1K - $14K
|
3.4K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-81- 0.32% |
$13.1K - $14K
|
25.6K
$5.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-82- 1.03% |
$13.2K - $14.2K
|
7.84K
$1.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-82- 1.35% |
$13.2K - $14.2K
|
6K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-83- 1.4% |
$13.4K - $14.4K
|
5.83K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-83- 0.99% |
$13.4K - $14.4K
|
8.29K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-84- 0.77% |
$13.5K - $14.6K
|
10.9K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-85- 0.59% |
$13.7K - $14.7K
|
14.3K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-86- 3.6% |
$13.9K - $14.9K
|
2.31K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-86- 1.17% |
$13.9K - $14.9K
|
7.26K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-87- 0.96% |
$14K - $15.1K
|
8.97K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-87- 2.69% |
$14K - $15.1K
|
3.15K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 13.11% |
$14.2K - $15.3K
|
583
$132K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-89- 4.62% |
$14.4K - $15.4K
|
1.84K
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-90- 5.24% |
$14.5K - $15.6K
|
1.63K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-91- 2.59% |
$14.7K - $15.8K
|
3.42K
$774K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-91- 0.78% |
$14.7K - $15.8K
|
11.5K
$2.61M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-92- 11.62% |
$14.8K - $16K
|
700
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-94- 6.8% |
$15.2K - $16.3K
|
1.29K
$291K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-95- 8.35% |
$15.3K - $16.5K
|
1.04K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-96- 0.18% |
$15.5K - $16.6K
|
52.4K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-96- 7.09% |
$15.5K - $16.6K
|
1.26K
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-97- 0.91% |
$15.6K - $16.8K
|
10.6K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-97- 36.19% |
$15.6K - $16.8K
|
171
$38.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-99- 2.29% |
$16K - $17.2K
|
4.22K
$954K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-99- 0.13% |
$16K - $17.2K
|
74.3K
$16.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-99- 2.59% |
$16K - $17.2K
|
3.73K
$842K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-99- 3.11% |
$16K - $17.2K
|
3.08K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-99- 2.2% |
$16K - $17.2K
|
4.4K
$995K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 0.09% |
$16.1K - $17.3K
|
109K
$24.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.57% |
$16.1K - $17.3K
|
17.5K
$3.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 0.57% |
$16.1K - $17.3K
|
17.3K
$3.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.35% |
$16.1K - $17.3K
|
28.8K
$6.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.45% |
$16.1K - $17.3K
|
22K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-100- 0.02% |
$16.1K - $17.3K
|
466K
$105M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-101- 5.19% |
$16.3K - $17.5K
|
1.84K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 3.13% |
$16.3K - $17.5K
|
3.12K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-103- 6.68% |
$16.6K - $17.9K
|
1.44K
$325K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-104- 5.77% |
$16.8K - $18K
|
1.7K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-106- 4.17% |
$17.1K - $18.4K
|
2.43K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-106- 6.27% |
$17.1K - $18.4K
|
1.58K
$358K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 7.5% |
$17.3K - $18.6K
|
1.32K
$298K
|