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 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
630+ 4.71% |
$102K - $109K
|
14K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
629+ 2.62% |
$101K - $109K
|
24.6K
$5.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
627New |
$101K - $109K
|
627
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
611+ 0.03% |
$98.5K - $106K
|
2.08M
$467M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
610+ 13.25% |
$98.4K - $106K
|
5.21K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
610+ 0.4% |
$98.4K - $106K
|
152K
$34.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
608+ 44.41% |
$98.1K - $105K
|
1.98K
$445K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
606+ 2.69% |
$97.7K - $105K
|
23.1K
$5.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
605+ 3.94% |
$97.6K - $105K
|
16K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
605+ 2.38% |
$97.6K - $105K
|
26K
$5.85M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 3.41% |
$96.8K - $104K
|
18.2K
$4.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
599+ 21.75% |
$96.6K - $104K
|
3.35K
$754K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
596+ 0.3% |
$96.1K - $103K
|
202K
$45.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
589+ 5.33% |
$95K - $102K
|
11.6K
$2.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
575+ 23.75% |
$92.7K - $99.7K
|
3K
$674K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
560+ 3.09% |
$90.3K - $97.1K
|
18.7K
$4.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
556+ 3.47% |
$89.7K - $96.4K
|
16.6K
$3.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
550+ 200.0% |
$88.7K - $95.4K
|
825
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
548+ 15.03% |
$88.4K - $95K
|
4.19K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
538+ 3.5% |
$86.8K - $93.3K
|
15.9K
$3.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
523+ 15.03% |
$84.3K - $90.7K
|
4K
$900K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
513+ 22.95% |
$82.7K - $89K
|
2.75K
$618K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
510+ 3.08% |
$82.3K - $88.4K
|
17.1K
$3.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
502+ 1.74% |
$81K - $87.1K
|
29.3K
$6.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
502+ 1.05% |
$81K - $87.1K
|
48.2K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
501+ 0.1% |
$80.8K - $86.9K
|
483K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$80.6K - $86.7K
|
500
$112K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
493+ 0.83% |
$79.5K - $85.5K
|
59.8K
$13.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
487+ 1.32% |
$78.5K - $84.5K
|
37.3K
$8.38M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
485+ 0.62% |
$78.2K - $84.1K
|
78.5K
$17.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
482+ 5.23% |
$77.7K - $83.6K
|
9.7K
$2.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
461+ 4.56% |
$74.4K - $79.9K
|
10.6K
$2.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
460+ 1.26% |
$74.2K - $79.8K
|
37K
$8.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
458+ 4.35% |
$73.9K - $79.4K
|
11K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
453+ 34.77% |
$73.1K - $78.6K
|
1.76K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
451+ 1.47% |
$72.7K - $78.2K
|
31.1K
$7M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
450+ 5.32% |
$72.6K - $78K
|
8.91K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
449+ 4.73% |
$72.4K - $77.9K
|
9.95K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
442+ 7.37% |
$71.3K - $76.7K
|
6.44K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
437+ 0.99% |
$70.5K - $75.8K
|
44.4K
$9.98M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
432+ 0.76% |
$69.7K - $74.9K
|
57.5K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
429+ 15.92% |
$69.2K - $74.4K
|
3.12K
$703K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
429+ 0.28% |
$69.2K - $74.4K
|
151K
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
426+ 17.03% |
$68.7K - $73.9K
|
2.93K
$659K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
422+ 1.82% |
$68.1K - $73.2K
|
23.6K
$5.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
421+ 1.81% |
$67.9K - $73K
|
23.7K
$5.33M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
419+ 47.13% |
$67.6K - $72.7K
|
1.31K
$294K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
419+ 47.13% |
$67.6K - $72.7K
|
1.31K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
411+ 10.14% |
$66.3K - $71.3K
|
4.47K
$1M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
409+ 28.13% |
$66K - $70.9K
|
1.86K
$419K
|