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 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-20- 1.58% |
$4.01K - $4.27K
|
1.24K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-20- 1.14% |
$4.01K - $4.27K
|
1.73K
$391K
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-20- 0.08% |
$4.01K - $4.27K
|
26.3K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-20- 0.33% |
$4.01K - $4.27K
|
5.97K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 28.57% |
$4.01K - $4.27K
|
50
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 44.44% |
$4.01K - $4.27K
|
25
$5.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-21- 12.88% |
$4.21K - $4.48K
|
142
$32.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-21- 1.6% |
$4.21K - $4.48K
|
1.3K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21- 1.04% |
$4.21K - $4.48K
|
1.99K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-21- 0.17% |
$4.21K - $4.48K
|
12.7K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.1% |
$4.21K - $4.48K
|
21K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-22- 0.38% |
$4.41K - $4.69K
|
5.75K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-22- 2.14% |
$4.41K - $4.69K
|
1.01K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-22- 2.08% |
$4.41K - $4.69K
|
1.04K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-22- 0.15% |
$4.41K - $4.69K
|
14.7K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-22- 0.92% |
$4.41K - $4.69K
|
2.37K
$535K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-23- 1.32% |
$4.61K - $4.91K
|
1.72K
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-23- 0.06% |
$4.61K - $4.91K
|
36.1K
$8.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-23- 1.45% |
$4.61K - $4.91K
|
1.57K
$354K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-24- 0.66% |
$4.81K - $5.12K
|
3.61K
$817K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 1.0% |
$4.81K - $5.12K
|
2.37K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.19% |
$5.01K - $5.33K
|
13.4K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.91% |
$5.01K - $5.33K
|
2.73K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-25- 0.89% |
$5.01K - $5.33K
|
2.77K
$626K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 0.82% |
$5.01K - $5.33K
|
3.02K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.27% |
$5.01K - $5.33K
|
9.22K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-25- 2.42% |
$5.01K - $5.33K
|
1.01K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-27- 2.52% |
$5.41K - $5.76K
|
1.05K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-28- 0.45% |
$5.62K - $5.97K
|
6.2K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28- 1.16% |
$5.62K - $5.97K
|
2.38K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-29- 21.64% |
$5.82K - $6.19K
|
105
$23.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-30- 0.34% |
$6.02K - $6.4K
|
8.85K
$2M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-30- 1.12% |
$6.02K - $6.4K
|
2.64K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 2.47% |
$6.02K - $6.4K
|
1.18K
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-31- 0.24% |
$6.22K - $6.61K
|
13.1K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-31- 2.92% |
$6.22K - $6.61K
|
1.03K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32- 0.3% |
$6.42K - $6.83K
|
10.7K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-32- 1.62% |
$6.42K - $6.83K
|
1.95K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-32- 0.84% |
$6.42K - $6.83K
|
3.79K
$856K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-33- 1.34% |
$6.62K - $7.04K
|
2.42K
$548K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-34- 2.31% |
$6.82K - $7.25K
|
1.44K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-35- 0.18% |
$7.02K - $7.47K
|
19.2K
$4.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-35- 1.38% |
$7.02K - $7.47K
|
2.51K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-35- 0.88% |
$7.02K - $7.47K
|
3.93K
$888K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-37- 1.0% |
$7.42K - $7.89K
|
3.68K
$832K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-37- 2.24% |
$7.42K - $7.89K
|
1.61K
$365K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-37- 3.43% |
$7.42K - $7.89K
|
1.04K
$235K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-37- 1.4% |
$7.42K - $7.89K
|
2.6K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-38- 1.5% |
$7.62K - $8.11K
|
2.5K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-38- 1.03% |
$7.62K - $8.11K
|
3.65K
$824K
|