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 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
72+ 0.41% |
$14.4K - $15.4K
|
17.8K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
72+ 2.65% |
$14.4K - $15.4K
|
2.79K
$631K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
72+ 9.55% |
$14.4K - $15.4K
|
826
$187K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
71+ 0.83% |
$14.2K - $15.1K
|
8.67K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
70+ 0.14% |
$14K - $14.9K
|
50.5K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69+ 5.71% |
$13.8K - $14.7K
|
1.28K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
68+ 4.22% |
$13.6K - $14.5K
|
1.68K
$379K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
67+ 0.04% |
$13.4K - $14.3K
|
176K
$39.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
67+ 2.23% |
$13.4K - $14.3K
|
3.07K
$694K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 0.11% |
$13.2K - $14.1K
|
58.2K
$13.2M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
66+ 4.56% |
$13.2K - $14.1K
|
1.51K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
66+ 62.86% |
$13.2K - $14.1K
|
171
$38.7K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
65+ 0.55% |
$13K - $13.9K
|
11.8K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
61+ 4.49% |
$12.2K - $13K
|
1.42K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
61+ 3.12% |
$12.2K - $13K
|
2.02K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
59+ 0.93% |
$11.8K - $12.6K
|
6.38K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.99% |
$11.6K - $12.4K
|
2K
$452K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
57+ 3.07% |
$11.4K - $12.2K
|
1.91K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
57+ 2.51% |
$11.4K - $12.2K
|
2.33K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
57+ 0.39% |
$11.4K - $12.2K
|
14.6K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
56+ 2.88% |
$11.2K - $11.9K
|
2K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55+ 1.32% |
$11K - $11.7K
|
4.21K
$951K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55+ 4.29% |
$11K - $11.7K
|
1.34K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
55+ 0.2% |
$11K - $11.7K
|
28.2K
$6.37M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
54+ 2.78% |
$10.8K - $11.5K
|
2K
$451K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
53+ 0.16% |
$10.6K - $11.3K
|
33.2K
$7.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
53+ 5.53% |
$10.6K - $11.3K
|
1.01K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
51+ 0.78% |
$10.2K - $10.9K
|
6.63K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
51+ 0.63% |
$10.2K - $10.9K
|
8.15K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.15% |
$10.2K - $10.9K
|
33.6K
$7.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51+ 1.29% |
$10.2K - $10.9K
|
4.02K
$908K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 3.81% |
$10K - $10.7K
|
1.36K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
50+ 0.57% |
$10K - $10.7K
|
8.78K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
50+ 1.78% |
$10K - $10.7K
|
2.86K
$647K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 3.76% |
$10K - $10.7K
|
1.38K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
50+ 3.67% |
$10K - $10.7K
|
1.41K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 0.31% |
$10K - $10.7K
|
16.1K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 1.27% |
$9.83K - $10.5K
|
3.92K
$886K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
48+ 266.67% |
$9.63K - $10.2K
|
66
$14.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
47+ 3.07% |
$9.43K - $10K
|
1.58K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
47+ 28.31% |
$9.43K - $10K
|
213
$48.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
47+ 0.03% |
$9.43K - $10K
|
140K
$31.6M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
47New |
$9.43K - $10K
|
47
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
47+ 0.74% |
$9.43K - $10K
|
6.42K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
46+ 4.12% |
$9.23K - $9.81K
|
1.16K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
45+ 2.42% |
$9.02K - $9.6K
|
1.91K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 1.08% |
$8.62K - $9.17K
|
4.03K
$910K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
43New |
$8.62K - $9.17K
|
43
$9.72K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
43+ 186.96% |
$8.62K - $9.17K
|
66
$14.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
43+ 4.3% |
$8.62K - $9.17K
|
1.04K
$236K
|