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 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.26K+ 1.97% |
$202K - $218K
|
65K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.25K+ 1.57% |
$202K - $217K
|
81.2K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.25KNew |
$202K - $217K
|
1.25K
$281K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.23KNew |
$198K - $212K
|
1.23K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.23KNew |
$198K - $212K
|
1.23K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.22K+ 2.39% |
$197K - $211K
|
52.3K
$11.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.22KNew |
$196K - $211K
|
1.22K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.22KNew |
$196K - $211K
|
1.22K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.21K+ 0.67% |
$196K - $210K
|
182K
$40.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.21KNew |
$195K - $210K
|
1.21K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1.2KNew |
$194K - $209K
|
1.2K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$194K - $208K
|
1.2K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.2KNew |
$194K - $208K
|
1.2K
$270K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.2KNew |
$193K - $208K
|
1.2K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.2KNew |
$193K - $207K
|
1.2K
$269K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.19K+ 0.68% |
$192K - $207K
|
176K
$39.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.19KNew |
$192K - $206K
|
1.19K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.19KNew |
$191K - $206K
|
1.19K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.19K+ 7.82% |
$191K - $206K
|
16.3K
$3.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.18KNew |
$191K - $205K
|
1.18K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$190K - $205K
|
1.18K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.18KNew |
$190K - $205K
|
1.18K
$265K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.18KNew |
$190K - $204K
|
1.18K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.17KNew |
$189K - $203K
|
1.17K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$188K - $202K
|
1.17K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16KNew |
$187K - $202K
|
1.16K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.16K+ 3.02% |
$187K - $201K
|
39.5K
$8.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.16KNew |
$187K - $201K
|
1.16K
$261K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 12.83% |
$183K - $196K
|
9.97K
$2.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 13.48% |
$181K - $194K
|
9.44K
$2.12M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.11K+ 17.59% |
$180K - $193K
|
7.44K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.11K+ 2.35% |
$179K - $193K
|
48.5K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1K+ 10.27% |
$178K - $191K
|
11.8K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.1K+ 3.06% |
$177K - $191K
|
37.1K
$8.34M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.07K+ 1.85% |
$172K - $185K
|
59K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.04K+ 11.09% |
$167K - $180K
|
10.4K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
1.03K+ 1.53% |
$165K - $178K
|
68K
$15.3M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.02K+ 3.64% |
$165K - $177K
|
29.1K
$6.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.02K+ 23.92% |
$164K - $176K
|
5.26K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.01K+ 9.68% |
$164K - $176K
|
11.5K
$2.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.01K+ 0.6% |
$163K - $175K
|
171K
$38.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1K+ 31.7% |
$162K - $174K
|
4.17K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1K+ 7.03% |
$162K - $174K
|
15.3K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1K+ 60.83% |
$161K - $173K
|
2.64K
$595K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
979+ 5.27% |
$158K - $170K
|
19.5K
$4.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
971+ 13.99% |
$157K - $168K
|
7.91K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
968+ 0.6% |
$156K - $168K
|
162K
$36.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
967New |
$156K - $168K
|
967
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
961New |
$155K - $167K
|
961
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
953+ 3.77% |
$154K - $165K
|
26.2K
$5.89M
|