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 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-175- 1.2% |
$35.1K - $37.3K
|
14.5K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-176- 7.62% |
$35.3K - $37.5K
|
2.13K
$480K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-176- 11.18% |
$35.3K - $37.5K
|
1.4K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-178- 12.71% |
$35.7K - $38K
|
1.22K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
SELL
|
- |
-178- 4.05% |
$35.7K - $38K
|
4.21K
$947K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-179- 3.64% |
$35.9K - $38.2K
|
4.73K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-180- 1.23% |
$36.1K - $38.4K
|
14.5K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-181- 5.48% |
$36.3K - $38.6K
|
3.12K
$702K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-181- 6.32% |
$36.3K - $38.6K
|
2.68K
$603K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-185- 8.94% |
$37.1K - $39.5K
|
1.88K
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-185- 16.19% |
$37.1K - $39.5K
|
958
$215K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-186- 12.06% |
$37.3K - $39.7K
|
1.36K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-191- 10.95% |
$38.3K - $40.7K
|
1.55K
$350K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-192- 6.69% |
$38.5K - $41K
|
2.68K
$602K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-192- 5.97% |
$38.5K - $41K
|
3.02K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-193- 8.38% |
$38.7K - $41.2K
|
2.11K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-194- 14.12% |
$38.9K - $41.4K
|
1.18K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-198- 0.28% |
$39.7K - $42.2K
|
70K
$15.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-199- 5.77% |
$39.9K - $42.5K
|
3.25K
$731K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-200- 4.17% |
$40.1K - $42.7K
|
4.59K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-200- 0.68% |
$40.1K - $42.7K
|
29.4K
$6.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-202- 0.17% |
$40.5K - $43.1K
|
120K
$26.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-205- 10.88% |
$41.1K - $43.7K
|
1.68K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-209- 0.05% |
$41.9K - $44.6K
|
458K
$103M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-210- 5.67% |
$42.1K - $44.8K
|
3.49K
$785K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-217- 1.0% |
$43.5K - $46.3K
|
21.6K
$4.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-218- 5.93% |
$43.7K - $46.5K
|
3.46K
$777K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-218- 12.94% |
$43.7K - $46.5K
|
1.47K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-218- 4.79% |
$43.7K - $46.5K
|
4.33K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-220- 1.77% |
$44.1K - $46.9K
|
12.2K
$2.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-221- 14.3% |
$44.3K - $47.1K
|
1.32K
$298K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-223- 18.31% |
$44.7K - $47.6K
|
995
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-225- 3.54% |
$45.1K - $48K
|
6.13K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-227- 8.96% |
$45.5K - $48.4K
|
2.31K
$519K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-229- 19.0% |
$45.9K - $48.9K
|
976
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-232- 3.36% |
$46.5K - $49.5K
|
6.68K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-232- 28.61% |
$46.5K - $49.5K
|
579
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-237- 0.73% |
$47.5K - $50.6K
|
32.1K
$7.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-239- 10.65% |
$47.9K - $51K
|
2.01K
$451K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-240- 12.75% |
$48.1K - $51.2K
|
1.64K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-245- 4.25% |
$49.1K - $52.3K
|
5.52K
$1.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-245- 27.75% |
$49.1K - $52.3K
|
638
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-247- 1.12% |
$49.5K - $52.7K
|
21.9K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-249- 0.28% |
$49.9K - $53.1K
|
88.1K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-250- 15.34% |
$50.1K - $53.3K
|
1.38K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-250- 0.52% |
$50.1K - $53.3K
|
48.2K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-250- 1.53% |
$50.1K - $53.3K
|
16K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-253- 2.16% |
$50.7K - $54K
|
11.4K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-254- 1.29% |
$50.9K - $54.2K
|
19.4K
$4.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-255- 7.23% |
$51.1K - $54.4K
|
3.27K
$736K
|