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 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.2% |
$401 - $427
|
981
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.1% |
$201 - $213
|
92
$20.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.07% |
$201 - $213
|
1.48K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.07% |
$201 - $213
|
1.43K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$201 - $213
|
6.1K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$201 - $213
|
2.1K
$475K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.06% |
$201 - $213
|
1.62K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.15% |
$201 - $213
|
648
$147K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$201 - $213
|
1.24K
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$201 - $213
|
815
$184K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.06% |
$201 - $213
|
1.77K
$401K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$201 - $213
|
1.87K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$201 - $213
|
1
$226
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.07% |
$201 - $213
|
1.44K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.1K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1+ 0.03% |
$201 - $213
|
3.06K
$692K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$201 - $213
|
2.33K
$526K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$201 - $213
|
1.34K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$201 - $213
|
2.61K
$590K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.1% |
$201 - $213
|
1.04K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.06% |
$201 - $213
|
1.69K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.1% |
$201 - $213
|
992
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.07% |
$201 - $213
|
1.36K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1+ 0.05% |
$201 - $213
|
1.93K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.04% |
$201 - $213
|
2.65K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$201 - $213
|
291
$65.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1+ 0.08% |
$201 - $213
|
1.29K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.5% |
$201 - $213
|
201
$45.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.03% |
$201 - $213
|
3.56K
$805K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.02% |
$201 - $213
|
4.03K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.18% |
$201 - $213
|
562
$127K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$401 - $427
|
10.2K
$2.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 5.26% |
$401 - $427
|
36
$8.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.03% |
$401 - $427
|
5.97K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.04% |
$401 - $427
|
5.22K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.28% |
$602 - $640
|
231
$52.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$602 - $640
|
1.86K
$420K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.24% |
$602 - $640
|
1.27K
$287K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3- 0.1% |
$602 - $640
|
3.02K
$682K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3- 0.1% |
$602 - $640
|
3.05K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.11% |
$602 - $640
|
2.65K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$802 - $853
|
2.48K
$560K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.03% |
$1K - $1.07K
|
17.5K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5- 1.09% |
$1K - $1.07K
|
453
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 3.27% |
$1K - $1.07K
|
148
$33.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.43% |
$1.2K - $1.28K
|
1.38K
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-6- 0.29% |
$1.2K - $1.28K
|
2.08K
$470K
|