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 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-158- 4.43% |
$25.5K - $27.4K
|
3.41K
$771K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-158- 10.58% |
$25.5K - $27.4K
|
1.34K
$302K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160- 3.13% |
$25.8K - $27.7K
|
4.95K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-161- 3.02% |
$26K - $27.9K
|
5.17K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-162- 0.28% |
$26.1K - $28.1K
|
57.8K
$13.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-164- 2.69% |
$26.4K - $28.4K
|
5.94K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-165- 13.88% |
$26.6K - $28.6K
|
1.02K
$232K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 5.21% |
$26.8K - $28.8K
|
3.02K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-166- 0.96% |
$26.8K - $28.8K
|
17.1K
$3.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-168- 11.6% |
$27.1K - $29.1K
|
1.28K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-168- 5.0% |
$27.1K - $29.1K
|
3.19K
$721K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-169- 1.47% |
$27.3K - $29.3K
|
11.3K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-169- 0.28% |
$27.3K - $29.3K
|
59.7K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-171- 2.66% |
$27.6K - $29.7K
|
6.26K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-174- 11.61% |
$28.1K - $30.2K
|
1.33K
$300K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-175- 1.31% |
$28.2K - $30.3K
|
13.2K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-175- 1.72% |
$28.2K - $30.3K
|
10K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-176- 13.06% |
$28.4K - $30.5K
|
1.17K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-177- 1.52% |
$28.5K - $30.7K
|
11.5K
$2.6M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-179- 2.92% |
$28.9K - $31K
|
5.96K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-181- 0.9% |
$29.2K - $31.4K
|
19.9K
$4.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-190- 1.23% |
$30.6K - $32.9K
|
15.2K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-191- 0.14% |
$30.8K - $33.1K
|
137K
$30.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-199- 3.27% |
$32.1K - $34.5K
|
5.88K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-199- 11.52% |
$32.1K - $34.5K
|
1.53K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 11.46% |
$32.3K - $34.7K
|
1.55K
$349K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.2% |
$32.3K - $34.7K
|
102K
$23M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.45% |
$32.3K - $34.7K
|
44.4K
$10M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-201- 47.07% |
$32.4K - $34.9K
|
226
$51.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-202- 6.59% |
$32.6K - $35K
|
2.86K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-205- 13.85% |
$33.1K - $35.6K
|
1.28K
$288K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-206- 1.76% |
$33.2K - $35.7K
|
11.5K
$2.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-207- 4.01% |
$33.4K - $35.9K
|
4.96K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-208- 14.17% |
$33.5K - $36.1K
|
1.26K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-213- 1.44% |
$34.4K - $36.9K
|
14.6K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-213- 8.13% |
$34.4K - $36.9K
|
2.41K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-215- 1.04% |
$34.7K - $37.3K
|
20.5K
$4.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-220- 24.44% |
$35.5K - $38.2K
|
680
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-223- 1.21% |
$36K - $38.7K
|
18.2K
$4.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-224- 0.09% |
$36.1K - $38.8K
|
253K
$57.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-224- 2.63% |
$36.1K - $38.8K
|
8.3K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-225- 10.39% |
$36.3K - $39K
|
1.94K
$439K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-225- 2.67% |
$36.3K - $39K
|
8.19K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-225- 1.22% |
$36.3K - $39K
|
18.2K
$4.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-226- 6.47% |
$36.4K - $39.2K
|
3.27K
$739K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-227- 12.43% |
$36.6K - $39.4K
|
1.6K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-232- 0.9% |
$37.4K - $40.2K
|
25.5K
$5.76M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-233- 30.26% |
$37.6K - $40.4K
|
537
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-235- 2.64% |
$37.9K - $40.8K
|
8.67K
$1.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-240- 0.9% |
$38.7K - $41.6K
|
26.5K
$6M
|