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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.52% |
$8.62K - $9.17K
|
8.33K
$1.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
41+ 0.75% |
$8.22K - $8.75K
|
5.54K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
41+ 2.38% |
$8.22K - $8.75K
|
1.76K
$398K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 0.59% |
$8.02K - $8.53K
|
6.82K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
40New |
$8.02K - $8.53K
|
40
$9.04K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
39+ 1.77% |
$7.82K - $8.32K
|
2.25K
$508K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38+ 2.49% |
$7.62K - $8.11K
|
1.56K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
38+ 2.03% |
$7.62K - $8.11K
|
1.91K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38+ 1.6% |
$7.62K - $8.11K
|
2.42K
$547K
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
37+ 1.42% |
$7.42K - $7.89K
|
2.64K
$597K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
36+ 1.3% |
$7.22K - $7.68K
|
2.81K
$636K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 0.89% |
$7.02K - $7.47K
|
3.96K
$896K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
35+ 0.19% |
$7.02K - $7.47K
|
18.4K
$4.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35+ 2.84% |
$7.02K - $7.47K
|
1.27K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
35+ 1.76% |
$7.02K - $7.47K
|
2.03K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 1.66% |
$6.82K - $7.25K
|
2.09K
$472K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
34+ 0.11% |
$6.82K - $7.25K
|
31.3K
$7.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
34+ 0.37% |
$6.82K - $7.25K
|
9.24K
$2.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
33+ 3.24% |
$6.62K - $7.04K
|
1.05K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
32+ 1.02% |
$6.42K - $6.83K
|
3.18K
$718K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
31+ 2.86% |
$6.22K - $6.61K
|
1.11K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 1.28% |
$6.22K - $6.61K
|
2.46K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
31+ 2.87% |
$6.22K - $6.61K
|
1.11K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.14% |
$6.02K - $6.4K
|
21.3K
$4.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
30+ 2.6% |
$6.02K - $6.4K
|
1.18K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.32% |
$6.02K - $6.4K
|
2.3K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
29+ 3.16% |
$5.82K - $6.19K
|
948
$214K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
29+ 21.48% |
$5.82K - $6.19K
|
164
$37.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
28+ 0.39% |
$5.62K - $5.97K
|
7.28K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
28+ 2.92% |
$5.62K - $5.97K
|
986
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
27+ 0.76% |
$5.41K - $5.76K
|
3.56K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
27+ 1.61% |
$5.41K - $5.76K
|
1.71K
$386K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
26New |
$5.21K - $5.55K
|
26
$5.88K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.39% |
$5.21K - $5.55K
|
6.73K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
25+ 1.18% |
$5.01K - $5.33K
|
2.15K
$485K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25+ 2.11% |
$5.01K - $5.33K
|
1.21K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 4.62% |
$5.01K - $5.33K
|
566
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25+ 0.94% |
$5.01K - $5.33K
|
2.68K
$607K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 1.86% |
$4.81K - $5.12K
|
1.31K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$4.81K - $5.12K
|
8.22K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
23+ 0.98% |
$4.61K - $4.91K
|
2.37K
$536K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 2.24% |
$4.41K - $4.69K
|
1K
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.66% |
$4.41K - $4.69K
|
1.35K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
22+ 0.18% |
$4.41K - $4.69K
|
12K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21+ 1.66% |
$4.21K - $4.48K
|
1.29K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20+ 1.49% |
$4.01K - $4.27K
|
1.37K
$309K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
20+ 1.49% |
$4.01K - $4.27K
|
1.37K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 1.41% |
$4.01K - $4.27K
|
1.44K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.67% |
$4.01K - $4.27K
|
2.98K
$675K
|