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 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
948+ 7.66% |
$153K - $164K
|
13.3K
$3M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
938+ 59.14% |
$151K - $163K
|
2.52K
$568K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
906+ 3.52% |
$146K - $157K
|
26.6K
$5.99M
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
904+ 9.09% |
$146K - $157K
|
10.8K
$2.44M
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
895+ 1.09% |
$144K - $155K
|
82.7K
$18.6M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
894+ 7.53% |
$144K - $155K
|
12.8K
$2.87M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
887+ 12.79% |
$143K - $154K
|
7.82K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
862+ 4.05% |
$139K - $149K
|
22.2K
$4.98M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
858+ 18.11% |
$138K - $149K
|
5.6K
$1.26M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
857+ 24.09% |
$138K - $149K
|
4.41K
$993K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
856+ 1.33% |
$138K - $148K
|
65.3K
$14.7M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
853+ 14.44% |
$138K - $148K
|
6.76K
$1.52M
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
842+ 6.06% |
$136K - $146K
|
14.7K
$3.32M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
835+ 30.19% |
$135K - $145K
|
3.6K
$810K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
828+ 5.42% |
$134K - $144K
|
16.1K
$3.62M
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
826+ 1.35% |
$133K - $143K
|
61.9K
$13.9M
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
808+ 12.95% |
$130K - $140K
|
7.05K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 4.63% |
$129K - $139K
|
18.1K
$4.06M
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
800+ 0.72% |
$129K - $139K
|
112K
$25.1M
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
796+ 23.16% |
$128K - $138K
|
4.23K
$952K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
793+ 46.92% |
$128K - $138K
|
2.48K
$558K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
792+ 53.88% |
$128K - $137K
|
2.26K
$509K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
782+ 57.0% |
$126K - $136K
|
2.15K
$484K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
779+ 3.13% |
$126K - $135K
|
25.7K
$5.78M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
771+ 20.03% |
$124K - $134K
|
4.62K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
767+ 11.83% |
$124K - $133K
|
7.25K
$1.63M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
742+ 5.6% |
$120K - $129K
|
14K
$3.15M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
739+ 8.56% |
$119K - $128K
|
9.38K
$2.11M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
732+ 3.44% |
$118K - $127K
|
22K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
715+ 0.92% |
$115K - $124K
|
78.6K
$17.7M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
712+ 7.02% |
$115K - $123K
|
10.9K
$2.44M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
706+ 18.34% |
$114K - $122K
|
4.56K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
704+ 39.73% |
$114K - $122K
|
2.48K
$557K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
704+ 4.77% |
$114K - $122K
|
15.5K
$3.48M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
702+ 3.85% |
$113K - $122K
|
19K
$4.26M
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
700+ 0.04% |
$113K - $121K
|
1.91M
$429M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
698+ 2.13% |
$113K - $121K
|
33.5K
$7.53M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
694New |
$112K - $120K
|
694
$156K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
694New |
$112K - $120K
|
694
$156K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
687+ 6.35% |
$111K - $119K
|
11.5K
$2.59M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
685+ 1.94% |
$110K - $119K
|
35.9K
$8.08M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
677+ 12.5% |
$109K - $117K
|
6.09K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
677+ 0.61% |
$109K - $117K
|
111K
$25M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
676+ 0.98% |
$109K - $117K
|
69.7K
$15.7M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
672+ 0.57% |
$108K - $117K
|
118K
$26.5M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
659+ 0.96% |
$106K - $114K
|
69.3K
$15.6M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
651+ 33.0% |
$105K - $113K
|
2.62K
$590K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
650+ 9.96% |
$105K - $113K
|
7.17K
$1.61M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
648+ 16.8% |
$105K - $112K
|
4.5K
$1.01M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
645+ 14.83% |
$104K - $112K
|
4.99K
$1.12M
|