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 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
884+ 4.64% |
$177K - $189K
|
19.9K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
880+ 4.63% |
$176K - $188K
|
19.9K
$4.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
876+ 92.31% |
$176K - $187K
|
1.83K
$410K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
866+ 72.17% |
$174K - $185K
|
2.07K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
849New |
$170K - $181K
|
849
$191K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
842+ 0.73% |
$169K - $180K
|
116K
$26.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
839+ 9.51% |
$168K - $179K
|
9.66K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
839+ 53.34% |
$168K - $179K
|
2.41K
$542K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
829+ 2.76% |
$166K - $177K
|
30.8K
$6.93M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
828+ 1.74% |
$166K - $177K
|
48.5K
$10.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
819+ 20.54% |
$164K - $175K
|
4.81K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
802+ 2.89% |
$161K - $171K
|
28.6K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 4.86% |
$160K - $171K
|
17.3K
$3.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
797+ 61.35% |
$160K - $170K
|
2.1K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
794+ 4.18% |
$159K - $169K
|
19.8K
$4.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
793+ 11.62% |
$159K - $169K
|
7.62K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
786+ 0.4% |
$158K - $168K
|
198K
$44.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
786+ 1.46% |
$158K - $168K
|
54.7K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
784+ 16.08% |
$157K - $167K
|
5.66K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
784+ 34.52% |
$157K - $167K
|
3.06K
$687K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
782+ 28.21% |
$157K - $167K
|
3.55K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
782+ 9.09% |
$157K - $167K
|
9.38K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
782+ 2.78% |
$157K - $167K
|
29K
$6.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
765+ 3.29% |
$153K - $163K
|
24K
$5.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
763+ 2.44% |
$153K - $163K
|
32.1K
$7.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
759+ 31.65% |
$152K - $162K
|
3.16K
$710K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
744+ 17.42% |
$149K - $159K
|
5.02K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
728+ 0.55% |
$146K - $155K
|
133K
$29.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
723+ 3.77% |
$145K - $154K
|
19.9K
$4.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
704New |
$141K - $150K
|
704
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
702+ 34.43% |
$141K - $150K
|
2.74K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
701+ 0.29% |
$141K - $150K
|
242K
$54.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
692+ 63.66% |
$139K - $148K
|
1.78K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
688+ 6.65% |
$138K - $147K
|
11K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
682+ 23.38% |
$137K - $145K
|
3.6K
$809K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
673New |
$135K - $144K
|
673
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
672+ 0.58% |
$135K - $143K
|
116K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
650New |
$130K - $139K
|
650
$146K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
634+ 2.1% |
$127K - $135K
|
30.9K
$6.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
630+ 11.25% |
$126K - $134K
|
6.23K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
629+ 0.8% |
$126K - $134K
|
78.8K
$17.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
628+ 11.32% |
$126K - $134K
|
6.17K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
623+ 2.7% |
$125K - $133K
|
23.7K
$5.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
612+ 10.21% |
$123K - $131K
|
6.61K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
597+ 67.23% |
$120K - $127K
|
1.49K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
BUY
|
- |
596+ 0.93% |
$120K - $127K
|
64.4K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
584+ 47.56% |
$117K - $125K
|
1.81K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
581+ 35.98% |
$117K - $124K
|
2.2K
$494K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
572+ 19.3% |
$115K - $122K
|
3.54K
$795K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
562+ 2.5% |
$113K - $120K
|
23.1K
$5.19M
|