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 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6- 9.09% |
$1.2K - $1.28K
|
60
$13.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-7- 0.04% |
$1.4K - $1.49K
|
18.3K
$4.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7- 0.55% |
$1.4K - $1.49K
|
1.27K
$287K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-7- 0.37% |
$1.4K - $1.49K
|
1.87K
$423K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7- 0.33% |
$1.4K - $1.49K
|
2.1K
$474K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.78% |
$1.6K - $1.71K
|
1.02K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 4.23% |
$1.6K - $1.71K
|
181
$40.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.78% |
$1.6K - $1.71K
|
280
$63.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 15.25% |
$1.8K - $1.92K
|
50
$11.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $1.92K
|
1.65K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-9- 0.88% |
$1.8K - $1.92K
|
1.01K
$228K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-10- 0.31% |
$2.01K - $2.13K
|
3.24K
$733K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 1.23% |
$2.01K - $2.13K
|
802
$181K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 2.35% |
$2.01K - $2.13K
|
415
$93.8K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10- 0.32% |
$2.01K - $2.13K
|
3.07K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.53% |
$2.01K - $2.13K
|
1.89K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.28% |
$2.01K - $2.13K
|
3.56K
$804K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 0.2% |
$2.21K - $2.35K
|
5.53K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 3.94% |
$2.21K - $2.35K
|
268
$60.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-11- 0.01% |
$2.21K - $2.35K
|
150K
$33.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11- 0.16% |
$2.21K - $2.35K
|
7.05K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11- 0.18% |
$2.21K - $2.35K
|
6.04K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12- 0.38% |
$2.41K - $2.56K
|
3.14K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-12- 1.5% |
$2.41K - $2.56K
|
789
$178K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 4.51% |
$2.41K - $2.56K
|
254
$57.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-12- 29.27% |
$2.41K - $2.56K
|
29
$6.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-12- 0.63% |
$2.41K - $2.56K
|
1.89K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-13- 0.68% |
$2.61K - $2.77K
|
1.89K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.95% |
$2.61K - $2.77K
|
653
$148K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-13- 0.56% |
$2.61K - $2.77K
|
2.3K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-13- 0.11% |
$2.61K - $2.77K
|
11.8K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-13- 0.5% |
$2.61K - $2.77K
|
2.58K
$583K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.11% |
$2.81K - $2.99K
|
12.4K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-14- 1.07% |
$2.81K - $2.99K
|
1.3K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-14- 12.07% |
$2.81K - $2.99K
|
102
$23.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.12% |
$2.81K - $2.99K
|
11.6K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.12% |
$3.01K - $3.2K
|
12.8K
$2.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 5.84% |
$3.01K - $3.2K
|
242
$54.7K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-15- 1.35% |
$3.01K - $3.2K
|
1.1K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15- 0.61% |
$3.01K - $3.2K
|
2.46K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-15- 0.33% |
$3.01K - $3.2K
|
4.55K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-16- 1.48% |
$3.21K - $3.41K
|
1.06K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 17.89% |
$3.41K - $3.63K
|
78
$17.6K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17- 0.39% |
$3.41K - $3.63K
|
4.32K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-18- 7.17% |
$3.61K - $3.84K
|
233
$52.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19- 0.69% |
$3.81K - $4.05K
|
2.74K
$620K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-19- 1.07% |
$3.81K - $4.05K
|
1.76K
$398K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-20- 0.4% |
$4.01K - $4.27K
|
5.03K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 1.46% |
$4.01K - $4.27K
|
1.35K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-20- 1.41% |
$4.01K - $4.27K
|
1.4K
$317K
|