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 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-369- 15.41% |
$59.5K - $64K
|
2.03K
$455K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-370- 0.46% |
$59.7K - $64.2K
|
79.5K
$17.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-371- 3.21% |
$59.8K - $64.3K
|
11.2K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-372- 10.03% |
$60K - $64.5K
|
3.34K
$751K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-372- 0.93% |
$60K - $64.5K
|
39.5K
$8.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-374- 24.25% |
$60.3K - $64.9K
|
1.17K
$263K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-375- 83.33% |
$60.5K - $65K
|
75
$16.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-381- 11.76% |
$61.4K - $66.1K
|
2.86K
$643K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-382- 2.42% |
$61.6K - $66.2K
|
15.4K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-382- 31.44% |
$61.6K - $66.2K
|
833
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-386- 22.08% |
$62.3K - $66.9K
|
1.36K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-387- 22.28% |
$62.4K - $67.1K
|
1.35K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-388- 2.11% |
$62.6K - $67.3K
|
18K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-392- 1.03% |
$63.2K - $68K
|
37.7K
$8.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-398- 1.48% |
$64.2K - $69K
|
26.5K
$5.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-398- 4.48% |
$64.2K - $69K
|
8.49K
$1.91M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 1.71% |
$64.5K - $69.4K
|
23K
$5.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-400- 14.75% |
$64.5K - $69.4K
|
2.31K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 3.19% |
$64.5K - $69.4K
|
12.1K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-410- 0.31% |
$66.1K - $71.1K
|
131K
$29.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-415- 1.34% |
$66.9K - $72K
|
30.6K
$6.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-416- 17.09% |
$67.1K - $72.1K
|
2.02K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-420- 20.19% |
$67.7K - $72.8K
|
1.66K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-426- 8.73% |
$68.7K - $73.9K
|
4.46K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-430- 13.4% |
$69.4K - $74.6K
|
2.78K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-430- 3.24% |
$69.4K - $74.6K
|
12.8K
$2.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-435- 9.68% |
$70.2K - $75.4K
|
4.06K
$913K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-437- 13.01% |
$70.5K - $75.8K
|
2.92K
$657K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-438- 20.71% |
$70.6K - $76K
|
1.68K
$377K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-444- 2.82% |
$71.6K - $77K
|
15.3K
$3.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-446- 3.9% |
$71.9K - $77.3K
|
11K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-462- 0.83% |
$74.5K - $80.1K
|
54.9K
$12.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-463- 22.22% |
$74.7K - $80.3K
|
1.62K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-464- 15.77% |
$74.8K - $80.5K
|
2.48K
$557K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-465- 16.57% |
$75K - $80.6K
|
2.34K
$527K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-478- 2.82% |
$77.1K - $82.9K
|
16.5K
$3.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-481- 2.9% |
$77.6K - $83.4K
|
16.1K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 1.22% |
$78.2K - $84.1K
|
39.3K
$8.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-490- 4.02% |
$79K - $85K
|
11.7K
$2.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-491- 0.77% |
$79.2K - $85.1K
|
63.3K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-498- 3.81% |
$80.3K - $86.4K
|
12.6K
$2.83M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-498- 3.78% |
$80.3K - $86.4K
|
12.7K
$2.85M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-498- 3.81% |
$80.3K - $86.4K
|
12.6K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-500- 14.68% |
$80.6K - $86.7K
|
2.91K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-500- 11.99% |
$80.6K - $86.7K
|
3.67K
$825K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-507- 0.86% |
$81.8K - $87.9K
|
58.3K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-521- 6.91% |
$84K - $90.4K
|
7.02K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-524- 7.19% |
$84.5K - $90.9K
|
6.77K
$1.52M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-535- 10.14% |
$86.3K - $92.8K
|
4.74K
$1.07M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-549- 12.84% |
$88.5K - $95.2K
|
3.73K
$838K
|