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 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 64.41% |
$217K - $231K
|
2.77K
$622K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.08K+ 4.08% |
$216K - $230K
|
27.5K
$6.18M
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.07K+ 40.54% |
$215K - $229K
|
3.72K
$837K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.07K+ 68.85% |
$215K - $228K
|
2.62K
$590K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.05K+ 0.4% |
$211K - $225K
|
263K
$59.1M
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.05KNew |
$211K - $225K
|
1.05K
$237K
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.05K+ 51.96% |
$210K - $224K
|
3.07K
$689K
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.05K+ 4.57% |
$210K - $223K
|
23.9K
$5.38M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.04KNew |
$208K - $221K
|
1.04K
$233K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.03KNew |
$207K - $220K
|
1.03K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.03KNew |
$206K - $219K
|
1.03K
$231K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.99% |
$206K - $219K
|
105K
$23.7M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.02KNew |
$205K - $218K
|
1.02K
$230K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.02KNew |
$204K - $217K
|
1.02K
$229K
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.02KNew |
$204K - $217K
|
1.02K
$229K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.01KNew |
$203K - $215K
|
1.01K
$227K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 6.33% |
$202K - $215K
|
16.9K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 15.29% |
$202K - $215K
|
7.6K
$1.71M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1K+ 1204.82% |
$201K - $213K
|
1.08K
$244K
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 29.84% |
$201K - $213K
|
4.35K
$979K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
998+ 5.31% |
$200K - $213K
|
19.8K
$4.46M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
991+ 28.51% |
$199K - $211K
|
4.47K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
988+ 21.63% |
$198K - $211K
|
5.56K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
987New |
$198K - $211K
|
987
$222K
|
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
987+ 6.68% |
$198K - $211K
|
15.8K
$3.54M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
985New |
$198K - $210K
|
985
$222K
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
984New |
$197K - $210K
|
984
$221K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
982New |
$197K - $209K
|
982
$221K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
981New |
$197K - $209K
|
981
$221K
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
978+ 0.53% |
$196K - $209K
|
184K
$41.4M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
973New |
$195K - $208K
|
973
$219K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
972New |
$195K - $207K
|
972
$219K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
961+ 16.49% |
$193K - $205K
|
6.79K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
961+ 100.0% |
$193K - $205K
|
1.92K
$432K
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
960+ 2.15% |
$193K - $205K
|
45.6K
$10.3M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
959+ 11.64% |
$192K - $205K
|
9.2K
$2.07M
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
959New |
$192K - $205K
|
959
$216K
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
955+ 3.13% |
$192K - $204K
|
31.4K
$7.07M
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
951+ 100.42% |
$191K - $203K
|
1.9K
$427K
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
947New |
$190K - $202K
|
947
$213K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
945New |
$190K - $202K
|
945
$213K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
945+ 3.38% |
$190K - $202K
|
28.9K
$6.5M
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
944+ 23.34% |
$189K - $201K
|
4.99K
$1.12M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
939+ 1.54% |
$188K - $200K
|
61.8K
$13.9M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
939New |
$188K - $200K
|
939
$211K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
915+ 8.07% |
$184K - $195K
|
12.3K
$2.76M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
903+ 1.72% |
$181K - $193K
|
53.4K
$12M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
901+ 2.66% |
$181K - $192K
|
34.8K
$7.83M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
890+ 3.33% |
$178K - $190K
|
27.6K
$6.21M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
885+ 39.18% |
$177K - $189K
|
3.14K
$707K
|