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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-108- 0.87% |
$17.4K - $18.7K
|
12.3K
$2.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 0.49% |
$17.7K - $19.1K
|
22.4K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-110- 0.78% |
$17.7K - $19.1K
|
14.1K
$3.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-114- 0.53% |
$18.4K - $19.8K
|
21.3K
$4.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-114- 1.49% |
$18.4K - $19.8K
|
7.52K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-118- 0.7% |
$19K - $20.5K
|
16.7K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-118- 8.43% |
$19K - $20.5K
|
1.28K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-120- 4.03% |
$19.4K - $20.8K
|
2.86K
$647K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-120- 16.35% |
$19.4K - $20.8K
|
614
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-120- 3.05% |
$19.4K - $20.8K
|
3.82K
$863K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-123- 10.58% |
$19.8K - $21.3K
|
1.04K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-123- 5.99% |
$19.8K - $21.3K
|
1.93K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-123- 12.25% |
$19.8K - $21.3K
|
881
$199K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 16.45% |
$20.2K - $21.7K
|
635
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-125- 0.62% |
$20.2K - $21.7K
|
20.1K
$4.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-128- 2.0% |
$20.6K - $22.2K
|
6.26K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-129- 2.99% |
$20.8K - $22.4K
|
4.19K
$948K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-130- 6.99% |
$21K - $22.5K
|
1.73K
$391K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-130- 1.21% |
$21K - $22.5K
|
10.6K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-130- 5.55% |
$21K - $22.5K
|
2.21K
$500K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-130- 7.8% |
$21K - $22.5K
|
1.54K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-130- 1.63% |
$21K - $22.5K
|
7.85K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-131- 0.57% |
$21.1K - $22.7K
|
22.9K
$5.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-132- 1.89% |
$21.3K - $22.9K
|
6.87K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-134- 1.42% |
$21.6K - $23.2K
|
9.33K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-134- 0.54% |
$21.6K - $23.2K
|
24.8K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-134- 3.79% |
$21.6K - $23.2K
|
3.4K
$768K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-135- 1.16% |
$21.8K - $23.4K
|
11.5K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
SELL
|
- |
-135- 5.29% |
$21.8K - $23.4K
|
2.42K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-138- 2.45% |
$22.3K - $23.9K
|
5.49K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 3.02% |
$22.3K - $23.9K
|
4.43K
$1M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-140- 3.37% |
$22.6K - $24.3K
|
4.02K
$908K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-140- 3.35% |
$22.6K - $24.3K
|
4.03K
$912K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-141- 4.66% |
$22.7K - $24.5K
|
2.89K
$653K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-142- 4.05% |
$22.9K - $24.6K
|
3.37K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-144- 7.59% |
$23.2K - $25K
|
1.75K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-144- 7.98% |
$23.2K - $25K
|
1.66K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-147- 0.11% |
$23.7K - $25.5K
|
130K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-147- 0.56% |
$23.7K - $25.5K
|
26K
$5.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-150- 0.48% |
$24.2K - $26K
|
31K
$7.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-150- 12.24% |
$24.2K - $26K
|
1.08K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 7.91% |
$24.2K - $26K
|
1.75K
$395K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-151- 7.49% |
$24.4K - $26.2K
|
1.87K
$422K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-153- 3.45% |
$24.7K - $26.5K
|
4.29K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-153- 0.44% |
$24.7K - $26.5K
|
34.9K
$7.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-155- 5.36% |
$25K - $26.9K
|
2.74K
$619K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-155- 1.2% |
$25K - $26.9K
|
12.7K
$2.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-155- 2.61% |
$25K - $26.9K
|
5.79K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-155- 2.6% |
$25K - $26.9K
|
5.8K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-156- 3.96% |
$25.2K - $27.1K
|
3.78K
$854K
|