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
|
Oak Thistle LLC
|
BUY
|
- |
1.68KNew |
$270K - $290K
|
1.68K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 28.97% |
$270K - $290K
|
7.44K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.66K+ 3.8% |
$268K - $288K
|
45.4K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 0.64% |
$267K - $287K
|
262K
$58.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65K+ 1.24% |
$266K - $286K
|
135K
$30.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 35.6% |
$265K - $285K
|
6.25K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.63K+ 0.94% |
$263K - $283K
|
175K
$39.4M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.62K+ 4.75% |
$261K - $281K
|
35.7K
$8.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.62KNew |
$261K - $280K
|
1.62K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.6K+ 2.54% |
$258K - $277K
|
64.6K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.59KNew |
$257K - $276K
|
1.59K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
1.58K+ 0.72% |
$254K - $274K
|
221K
$49.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.55K+ 3.0% |
$250K - $269K
|
53.2K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.55K+ 76.29% |
$250K - $268K
|
3.58K
$805K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.53KNew |
$247K - $265K
|
1.53K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.52K+ 2.24% |
$245K - $263K
|
69.4K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.49K+ 42.71% |
$240K - $258K
|
4.97K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$238K - $256K
|
1.48K
$332K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.47K+ 1.78% |
$236K - $254K
|
83.9K
$18.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46K+ 2.43% |
$235K - $253K
|
61.3K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 33.75% |
$234K - $251K
|
5.74K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$232K - $249K
|
1.44K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.44K+ 8.45% |
$232K - $249K
|
18.4K
$4.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.43K+ 7.41% |
$231K - $248K
|
20.7K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.42K+ 4.12% |
$229K - $246K
|
35.9K
$8.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.42KNew |
$229K - $246K
|
1.42K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$228K - $245K
|
1.42K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.4KNew |
$225K - $242K
|
1.4K
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.39KNew |
$224K - $241K
|
1.39K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.38K+ 2.19% |
$222K - $238K
|
64.2K
$14.4M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.36KNew |
$220K - $236K
|
1.36K
$306K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.36K+ 77.82% |
$219K - $236K
|
3.1K
$698K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.36KNew |
$219K - $235K
|
1.36K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.35K+ 5.98% |
$218K - $235K
|
24K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.34KNew |
$217K - $233K
|
1.34K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.33K+ 3.82% |
$214K - $230K
|
36.1K
$8.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32KNew |
$212K - $228K
|
1.32K
$296K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.31KNew |
$212K - $228K
|
1.31K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$211K - $227K
|
1.31K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.3K+ 10.53% |
$210K - $226K
|
13.7K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.29KNew |
$209K - $224K
|
1.29K
$291K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.29K+ 62.67% |
$207K - $223K
|
3.34K
$751K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.29KNew |
$207K - $223K
|
1.29K
$289K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.29KNew |
$207K - $223K
|
1.29K
$289K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.27KNew |
$205K - $220K
|
1.27K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.27K+ 11.83% |
$204K - $220K
|
12K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.27K+ 2.31% |
$204K - $219K
|
56.1K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.26K+ 2.49% |
$203K - $219K
|
51.8K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.26K+ 10.54% |
$203K - $219K
|
13.2K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.26KNew |
$202K - $218K
|
1.26K
$282K
|