Purchases and Sales Made in Q2 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 2024. 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 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
557+ 32.46% |
$112K - $119K
|
2.27K
$511K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
553+ 5.94% |
$111K - $118K
|
9.86K
$2.22M
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
550+ 2.3% |
$110K - $117K
|
24.4K
$5.49M
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
549+ 9.68% |
$110K - $117K
|
6.22K
$1.4M
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
546+ 17.94% |
$110K - $116K
|
3.59K
$807K
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
539+ 1.0% |
$108K - $115K
|
54.6K
$12.3M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
536+ 1.86% |
$107K - $114K
|
29.3K
$6.6M
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
534+ 0.79% |
$107K - $114K
|
68.5K
$15.4M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
522New |
$105K - $111K
|
522
$117K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
520+ 33.46% |
$104K - $111K
|
2.07K
$466K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
519+ 6.11% |
$104K - $111K
|
9.02K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
511+ 5.26% |
$102K - $109K
|
10.2K
$2.3M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
500+ 4.93% |
$100K - $107K
|
10.6K
$2.39M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
500+ 14.17% |
$100K - $107K
|
4.03K
$906K
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
498+ 4.13% |
$99.9K - $106K
|
12.6K
$2.82M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
497+ 5.37% |
$99.7K - $106K
|
9.76K
$2.2M
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
496+ 11.77% |
$99.5K - $106K
|
4.71K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
487+ 1.75% |
$97.7K - $104K
|
28.4K
$6.38M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
485+ 8.9% |
$97.3K - $103K
|
5.94K
$1.33M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
484+ 6.15% |
$97.1K - $103K
|
8.35K
$1.88M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 9.65% |
$96.9K - $103K
|
5.49K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
481+ 1.76% |
$96.5K - $103K
|
27.9K
$6.27M
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
479+ 1.02% |
$96.1K - $102K
|
47.4K
$10.7M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
475+ 20.27% |
$95.3K - $101K
|
2.82K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
473+ 35.59% |
$94.9K - $101K
|
1.8K
$405K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
468+ 3.93% |
$93.9K - $99.8K
|
12.4K
$2.78M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
466+ 3.83% |
$93.5K - $99.4K
|
12.6K
$2.84M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
464+ 228.57% |
$93.1K - $99K
|
667
$150K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
462+ 209.05% |
$92.7K - $98.6K
|
683
$154K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
460+ 0.69% |
$92.3K - $98.1K
|
67.3K
$15.1M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
459+ 4.64% |
$92.1K - $97.9K
|
10.4K
$2.33M
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
453+ 190.34% |
$90.8K - $96.6K
|
691
$155K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
447+ 1.88% |
$89.6K - $95.4K
|
24.2K
$5.44M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
446+ 59.23% |
$89.4K - $95.1K
|
1.2K
$270K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
439+ 3.05% |
$88K - $93.7K
|
14.8K
$3.33M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
436+ 1.98% |
$87.4K - $93K
|
22.5K
$5.05M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
433+ 1.71% |
$86.8K - $92.4K
|
25.7K
$5.78M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
431+ 4.4% |
$86.4K - $91.9K
|
10.2K
$2.3M
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
431+ 0.91% |
$86.4K - $91.9K
|
47.6K
$10.7M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
430New |
$86.2K - $91.7K
|
430
$96.7K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
427+ 7.14% |
$85.6K - $91.1K
|
6.41K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
421+ 3.87% |
$84.4K - $89.8K
|
11.3K
$2.54M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
420+ 0.78% |
$84.2K - $89.6K
|
54K
$12.2M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
409+ 5.67% |
$82K - $87.3K
|
7.62K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
409+ 1.66% |
$82K - $87.3K
|
25K
$5.63M
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
408+ 10.9% |
$81.8K - $87K
|
4.15K
$933K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
404+ 2.31% |
$81K - $86.2K
|
17.9K
$4.02M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
401+ 3.74% |
$80.4K - $85.5K
|
11.1K
$2.5M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
396+ 5.33% |
$79.4K - $84.5K
|
7.83K
$1.76M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
392+ 7.3% |
$78.6K - $83.6K
|
5.76K
$1.3M
|