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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
120+ 4.49% |
$24.1K - $25.6K
|
2.79K
$631K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
119+ 3.03% |
$23.9K - $25.4K
|
4.04K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
118+ 16.91% |
$23.7K - $25.2K
|
816
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
114+ 11.4% |
$22.9K - $24.3K
|
1.11K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
113New |
$22.7K - $24.1K
|
113
$25.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
111+ 0.35% |
$22.3K - $23.7K
|
32.2K
$7.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
111+ 10.4% |
$22.3K - $23.7K
|
1.18K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
111+ 9.42% |
$22.3K - $23.7K
|
1.29K
$291K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
111+ 9.42% |
$22.3K - $23.7K
|
1.29K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
108+ 0.23% |
$21.7K - $23K
|
46.9K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
108+ 0.84% |
$21.7K - $23K
|
12.9K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
107+ 6.85% |
$21.5K - $22.8K
|
1.67K
$378K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
107+ 6.85% |
$21.5K - $22.8K
|
1.67K
$378K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106+ 2.76% |
$21.3K - $22.6K
|
3.95K
$892K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
106+ 2.37% |
$21.3K - $22.6K
|
4.57K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
105+ 5.15% |
$21.1K - $22.4K
|
2.15K
$485K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
104+ 0.11% |
$20.9K - $22.2K
|
93.7K
$21.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
104+ 3.53% |
$20.9K - $22.2K
|
3.05K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
104+ 9.68% |
$20.9K - $22.2K
|
1.18K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
103+ 0.31% |
$20.7K - $22K
|
33.4K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
103+ 7.92% |
$20.7K - $22K
|
1.4K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
102+ 2.0% |
$20.5K - $21.8K
|
5.19K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
100+ 3.18% |
$20.1K - $21.3K
|
3.24K
$733K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
100+ 5.72% |
$20.1K - $21.3K
|
1.85K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.81% |
$20.1K - $21.3K
|
12.4K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
100+ 0.44% |
$20.1K - $21.3K
|
22.6K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
99+ 0.45% |
$19.9K - $21.1K
|
22K
$4.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
98+ 0.12% |
$19.7K - $20.9K
|
83.4K
$18.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
98+ 3.05% |
$19.7K - $20.9K
|
3.32K
$749K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
98+ 0.68% |
$19.7K - $20.9K
|
14.5K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
97+ 0.52% |
$19.5K - $20.7K
|
18.7K
$4.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
95+ 3.54% |
$19.1K - $20.3K
|
2.78K
$627K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93+ 1.09% |
$18.7K - $19.8K
|
8.6K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 1.73% |
$18.7K - $19.8K
|
5.47K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
92New |
$18.5K - $19.6K
|
92
$20.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
91New |
$18.3K - $19.4K
|
91
$20.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
90+ 0.41% |
$18K - $19.2K
|
22.1K
$5M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
90+ 2.13% |
$18K - $19.2K
|
4.31K
$974K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
87+ 1.05% |
$17.4K - $18.6K
|
8.39K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 0.92% |
$17.4K - $18.6K
|
9.53K
$2.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1171.43% |
$16.4K - $17.5K
|
89
$20.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
81+ 1.08% |
$16.2K - $17.3K
|
7.61K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 67.23% |
$16K - $17.1K
|
199
$45K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
80+ 8.42% |
$16K - $17.1K
|
1.03K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80+ 2.24% |
$16K - $17.1K
|
3.65K
$825K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
78+ 3.06% |
$15.6K - $16.6K
|
2.63K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
78+ 0.24% |
$15.6K - $16.6K
|
33.2K
$7.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
77New |
$15.4K - $16.4K
|
77
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 0.18% |
$14.6K - $15.6K
|
40.6K
$9.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
72New |
$14.4K - $15.4K
|
72
$16.3K
|