Purchases and Sales Made in Q3 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
418+ 3.53% |
$63.7K - $72.1K
|
12.3K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
409+ 5.56% |
$62.3K - $70.5K
|
7.77K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
409+ 0.21% |
$62.3K - $70.5K
|
196K
$44.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 23.49% |
$59.5K - $67.2K
|
2.05K
$468K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
378+ 13.02% |
$57.6K - $65.2K
|
3.28K
$750K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
375+ 10.63% |
$57.2K - $64.7K
|
3.9K
$892K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
374+ 4.26% |
$57K - $64.5K
|
9.15K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
373+ 9.34% |
$56.9K - $64.3K
|
4.37K
$997K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
373+ 9.32% |
$56.9K - $64.3K
|
4.38K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
371+ 21.13% |
$56.6K - $64K
|
2.13K
$486K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
370+ 6.0% |
$56.4K - $63.8K
|
6.54K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
369+ 9.62% |
$56.3K - $63.6K
|
4.2K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
369+ 24.36% |
$56.3K - $63.6K
|
1.88K
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
368+ 2.37% |
$56.1K - $63.4K
|
15.9K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
365New |
$55.6K - $62.9K
|
365
$83.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
363+ 7.02% |
$55.3K - $62.6K
|
5.54K
$1.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
361+ 4.8% |
$55K - $62.2K
|
7.88K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
357+ 35.03% |
$54.4K - $61.6K
|
1.38K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
355+ 6.47% |
$54.1K - $61.2K
|
5.84K
$1.33M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
355+ 4.62% |
$54.1K - $61.2K
|
8.04K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
351+ 4.84% |
$53.5K - $60.5K
|
7.6K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
350+ 17.18% |
$53.4K - $60.3K
|
2.39K
$545K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
349+ 22.26% |
$53.2K - $60.2K
|
1.92K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
341+ 8.11% |
$52K - $58.8K
|
4.54K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
334New |
$50.9K - $57.6K
|
334
$76.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
327+ 3.52% |
$49.8K - $56.4K
|
9.61K
$2.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
327+ 0.59% |
$49.8K - $56.4K
|
55.8K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
318+ 37.46% |
$48.5K - $54.8K
|
1.17K
$267K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
315+ 5.97% |
$48K - $54.3K
|
5.59K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
314+ 18.04% |
$47.9K - $54.1K
|
2.06K
$469K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
306+ 8.19% |
$46.6K - $52.8K
|
4.04K
$923K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
301+ 9.41% |
$45.9K - $51.9K
|
3.5K
$799K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
300+ 0.95% |
$45.7K - $51.7K
|
31.8K
$7.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
297+ 18.55% |
$45.3K - $51.2K
|
1.9K
$434K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
296+ 1.95% |
$45.1K - $51K
|
15.5K
$3.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
293+ 2.33% |
$44.7K - $50.5K
|
12.9K
$2.94M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
293+ 2.33% |
$44.7K - $50.5K
|
12.9K
$2.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
284+ 2.57% |
$43.3K - $49K
|
11.3K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
284+ 3.62% |
$43.3K - $49K
|
8.13K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
277+ 2.86% |
$42.2K - $47.8K
|
9.98K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
271+ 3.37% |
$41.3K - $46.7K
|
8.31K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
267+ 3.56% |
$40.7K - $46K
|
7.77K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
266New |
$40.5K - $45.9K
|
266
$60.8K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
264+ 116.81% |
$40.2K - $45.5K
|
490
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
258+ 3.77% |
$39.3K - $44.5K
|
7.11K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
253+ 8.87% |
$38.6K - $43.6K
|
3.11K
$709K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
250+ 113.64% |
$38.1K - $43.1K
|
470
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
250+ 0.94% |
$38.1K - $43.1K
|
26.8K
$6.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
250+ 2.88% |
$38.1K - $43.1K
|
8.92K
$2.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
249+ 1.79% |
$38K - $42.9K
|
14.2K
$3.24M
|