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 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-424- 1.38% |
$85K - $90.5K
|
30.2K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-430- 1.6% |
$86.2K - $91.7K
|
26.4K
$5.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-436- 7.65% |
$87.4K - $93K
|
5.27K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-442- 2.35% |
$88.6K - $94.3K
|
18.4K
$4.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-447- 21.88% |
$89.6K - $95.4K
|
1.6K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-449- 3.28% |
$90K - $95.8K
|
13.3K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-450- 0.52% |
$90.2K - $96K
|
85.5K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-452- 5.92% |
$90.6K - $96.4K
|
7.19K
$1.62M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-454- 7.94% |
$91K - $96.9K
|
5.26K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-455- 11.72% |
$91.3K - $97.1K
|
3.43K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-462- 25.4% |
$92.7K - $98.6K
|
1.36K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-463- 20.8% |
$92.9K - $98.8K
|
1.76K
$397K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 0.76% |
$93.5K - $99.4K
|
60.6K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-468- 29.7% |
$93.9K - $99.8K
|
1.11K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-471- 3.2% |
$94.5K - $100K
|
14.2K
$3.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-472- 6.96% |
$94.7K - $101K
|
6.31K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-473- 1.66% |
$94.9K - $101K
|
28K
$6.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-474- 12.31% |
$95.1K - $101K
|
3.38K
$759K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-475- 1.0% |
$95.3K - $101K
|
47K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-475- 3.01% |
$95.3K - $101K
|
15.3K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-478- 1.01% |
$95.9K - $102K
|
46.9K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-479- 19.86% |
$96.1K - $102K
|
1.93K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-480- 26.64% |
$96.3K - $102K
|
1.32K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-491- 22.6% |
$98.5K - $105K
|
1.68K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-498- 6.68% |
$99.9K - $106K
|
6.96K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-500- 71.43% |
$100K - $107K
|
200
$45K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-504- 16.89% |
$101K - $108K
|
2.48K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-511- 4.97% |
$102K - $109K
|
9.76K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-517- 18.26% |
$104K - $110K
|
2.32K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-527- 23.41% |
$106K - $112K
|
1.72K
$388K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-529- 19.89% |
$106K - $113K
|
2.13K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-546- 10.81% |
$110K - $116K
|
4.51K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-562- 25.29% |
$113K - $120K
|
1.66K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-568- 4.91% |
$114K - $121K
|
11K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-575- 1.72% |
$115K - $123K
|
32.9K
$7.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-576- 25.25% |
$116K - $123K
|
1.71K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-598- 38.24% |
$120K - $128K
|
966
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-600- 7.38% |
$120K - $128K
|
7.54K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-600- 31.27% |
$120K - $128K
|
1.32K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-600- 31.43% |
$120K - $128K
|
1.31K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-601- 1.32% |
$121K - $128K
|
44.9K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-601- 2.21% |
$121K - $128K
|
26.5K
$5.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-602- 2.79% |
$121K - $128K
|
21K
$4.72M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-612- 49.76% |
$123K - $131K
|
618
$139K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-619- 5.58% |
$124K - $132K
|
10.5K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-631- 33.69% |
$127K - $135K
|
1.24K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-641- 8.37% |
$129K - $137K
|
7.01K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-641- 0.61% |
$129K - $137K
|
104K
$23.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-652- 5.16% |
$131K - $139K
|
12K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-653- 27.05% |
$131K - $139K
|
1.76K
$396K
|