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 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
250+ 2.06% |
$50.1K - $53.3K
|
12.4K
$2.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
250+ 14.09% |
$50.1K - $53.3K
|
2.02K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
250+ 4.15% |
$50.1K - $53.3K
|
6.28K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
247+ 25.76% |
$49.5K - $52.7K
|
1.21K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
246+ 21.01% |
$49.3K - $52.5K
|
1.42K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
244+ 3.4% |
$48.9K - $52.1K
|
7.43K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
244+ 4.48% |
$48.9K - $52.1K
|
5.69K
$1.28M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
242+ 11.81% |
$48.5K - $51.6K
|
2.29K
$515K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
237+ 2.81% |
$47.5K - $50.6K
|
8.66K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
235+ 7.51% |
$47.1K - $50.1K
|
3.37K
$757K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
234+ 3.75% |
$46.9K - $49.9K
|
6.48K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
231+ 4.49% |
$46.3K - $49.3K
|
5.37K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
231+ 17.51% |
$46.3K - $49.3K
|
1.55K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
231+ 0.53% |
$46.3K - $49.3K
|
43.8K
$9.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
229+ 1.1% |
$45.9K - $48.9K
|
21.1K
$4.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
229+ 1.05% |
$45.9K - $48.9K
|
22.1K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
224+ 13.48% |
$44.9K - $47.8K
|
1.89K
$424K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
223+ 15.13% |
$44.7K - $47.6K
|
1.7K
$382K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
222+ 2.11% |
$44.5K - $47.4K
|
10.7K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
221+ 19.8% |
$44.3K - $47.1K
|
1.34K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
214+ 5.08% |
$42.9K - $45.7K
|
4.43K
$996K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
214+ 0.79% |
$42.9K - $45.7K
|
27.4K
$6.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
214+ 1.08% |
$42.9K - $45.7K
|
20K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
211+ 2.73% |
$42.3K - $45K
|
7.95K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
203+ 2.51% |
$40.7K - $43.3K
|
8.28K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
201+ 2.2% |
$40.3K - $42.9K
|
9.33K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
200+ 10.83% |
$40.1K - $42.7K
|
2.05K
$460K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 80.0% |
$40.1K - $42.7K
|
450
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
199+ 3.92% |
$39.9K - $42.5K
|
5.28K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
199+ 5.65% |
$39.9K - $42.5K
|
3.72K
$838K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
199+ 3.27% |
$39.9K - $42.5K
|
6.29K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
196+ 2.25% |
$39.3K - $41.8K
|
8.89K
$2M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
195+ 19.4% |
$39.1K - $41.6K
|
1.2K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
195+ 17.0% |
$39.1K - $41.6K
|
1.34K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
192+ 24.21% |
$38.5K - $41K
|
985
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
192+ 3.46% |
$38.5K - $41K
|
5.75K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
192+ 2.8% |
$38.5K - $41K
|
7.05K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
191+ 3.6% |
$38.3K - $40.7K
|
5.49K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
191+ 1.24% |
$38.3K - $40.7K
|
15.5K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
191+ 19.39% |
$38.3K - $40.7K
|
1.18K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
190+ 0.89% |
$38.1K - $40.5K
|
21.6K
$4.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
188+ 235.0% |
$37.7K - $40.1K
|
268
$60.3K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
186+ 0.31% |
$37.3K - $39.7K
|
60.3K
$13.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
183+ 2.33% |
$36.7K - $39K
|
8.04K
$1.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
182+ 0.91% |
$36.5K - $38.8K
|
20.1K
$4.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
181+ 7.52% |
$36.3K - $38.6K
|
2.59K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
180New |
$36.1K - $38.4K
|
180
$40.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
180+ 4.58% |
$36.1K - $38.4K
|
4.11K
$924K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
180+ 10.87% |
$36.1K - $38.4K
|
1.84K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
177+ 0.91% |
$35.5K - $37.8K
|
19.5K
$4.39M
|