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 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-550- 2.77% |
$88.7K - $95.4K
|
19.3K
$4.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-550- 9.95% |
$88.7K - $95.4K
|
4.98K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-554- 0.52% |
$89.3K - $96.1K
|
105K
$23.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-557- 0.59% |
$89.8K - $96.6K
|
93.6K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-558- 2.27% |
$90K - $96.8K
|
24K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-564- 3.8% |
$91K - $97.8K
|
14.3K
$3.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-571- 4.59% |
$92.1K - $99K
|
11.9K
$2.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-587- 19.12% |
$94.7K - $102K
|
2.48K
$558K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-599- 8.94% |
$96.6K - $104K
|
6.1K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-600- 26.91% |
$96.8K - $104K
|
1.63K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-612- 11.06% |
$98.7K - $106K
|
4.92K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-620- 5.85% |
$100K - $108K
|
9.98K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-620- 3.19% |
$100K - $108K
|
18.8K
$4.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-628- 1.75% |
$101K - $109K
|
35.3K
$7.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-632- 1.8% |
$102K - $110K
|
34.6K
$7.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-635- 18.84% |
$102K - $110K
|
2.74K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-635- 97.99% |
$102K - $110K
|
13
$2.92K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-640- 8.0% |
$103K - $111K
|
7.36K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-650- 2.18% |
$105K - $113K
|
29.1K
$6.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-670- 0.94% |
$108K - $116K
|
70.4K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-678- 2.24% |
$109K - $118K
|
29.6K
$6.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-680- 4.03% |
$110K - $118K
|
16.2K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-691- 5.48% |
$111K - $120K
|
11.9K
$2.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-703- 0.82% |
$113K - $122K
|
84.8K
$19.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-704- 7.86% |
$114K - $122K
|
8.25K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-722- 24.4% |
$116K - $125K
|
2.24K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-723- 29.96% |
$117K - $125K
|
1.69K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-733- 27.06% |
$118K - $127K
|
1.98K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-735- 1.4% |
$119K - $127K
|
51.8K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-746- 5.08% |
$120K - $129K
|
14K
$3.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 4.87% |
$121K - $130K
|
14.6K
$3.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-769- 9.1% |
$124K - $133K
|
7.68K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-775- 2.11% |
$125K - $134K
|
36K
$8.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-795- 2.11% |
$128K - $138K
|
36.8K
$8.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-804- 10.91% |
$130K - $139K
|
6.57K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-831- 13.08% |
$134K - $144K
|
5.52K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-841- 1.72% |
$136K - $146K
|
48K
$10.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-858- 3.6% |
$138K - $149K
|
23K
$5.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-881- 18.39% |
$142K - $153K
|
3.91K
$879K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-890- 4.15% |
$144K - $154K
|
20.5K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-900- 9.43% |
$145K - $156K
|
8.64K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-910- 7.84% |
$147K - $158K
|
10.7K
$2.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-920- 7.31% |
$148K - $160K
|
11.7K
$2.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-920- 2.23% |
$148K - $160K
|
40.3K
$9.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-924- 21.87% |
$149K - $160K
|
3.3K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-931- 8.85% |
$150K - $161K
|
9.59K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-938- 40.66% |
$151K - $163K
|
1.37K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-953- 18.22% |
$154K - $165K
|
4.28K
$962K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-958- 0.67% |
$155K - $166K
|
141K
$31.8M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-963- 14.43% |
$155K - $167K
|
5.71K
$1.28M
|