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 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
169New |
$25.8K - $29.1K
|
169
$37.9K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 0.77% |
$25.3K - $28.6K
|
21.8K
$4.89M
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
165+ 2.4% |
$25.2K - $28.4K
|
7.03K
$1.58M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
164+ 25.23% |
$25K - $28.3K
|
814
$183K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164+ 10.92% |
$25K - $28.3K
|
1.67K
$374K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
164+ 36.69% |
$25K - $28.3K
|
611
$137K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
162+ 1.02% |
$24.7K - $27.9K
|
16.1K
$3.61M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
160+ 80.0% |
$24.4K - $27.6K
|
360
$80.8K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
158+ 2.24% |
$24.1K - $27.2K
|
7.21K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
158+ 9.78% |
$24.1K - $27.2K
|
1.77K
$398K
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
155+ 5.69% |
$23.6K - $26.7K
|
2.88K
$646K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
154+ 0.84% |
$23.5K - $26.6K
|
18.6K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
151+ 6.28% |
$23K - $26K
|
2.55K
$573K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 11.01% |
$22.9K - $25.9K
|
1.51K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
148+ 1.83% |
$22.6K - $25.5K
|
8.25K
$1.85M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
146+ 1.1% |
$22.3K - $25.2K
|
13.5K
$3.02M
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
145+ 6.38% |
$22.1K - $25K
|
2.42K
$543K
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
140+ 5.11% |
$21.3K - $24.1K
|
2.88K
$646K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
139New |
$21.2K - $24K
|
139
$31.2K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
130+ 2.74% |
$19.8K - $22.4K
|
4.87K
$1.09M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 12.31% |
$19.5K - $22.1K
|
1.17K
$262K
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
127+ 5.61% |
$19.4K - $21.9K
|
2.39K
$537K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
127+ 0.57% |
$19.4K - $21.9K
|
22.5K
$5.06M
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
126+ 4.21% |
$19.2K - $21.7K
|
3.12K
$701K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
126+ 5.85% |
$19.2K - $21.7K
|
2.28K
$512K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
125+ 55.31% |
$19.1K - $21.6K
|
351
$78.8K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 4.0% |
$19.1K - $21.6K
|
3.25K
$730K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
125+ 7.89% |
$19.1K - $21.6K
|
1.71K
$384K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
124+ 2.98% |
$18.9K - $21.4K
|
4.29K
$963K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
121+ 1.86% |
$18.4K - $20.9K
|
6.63K
$1.49M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
120+ 0.46% |
$18.3K - $20.7K
|
26K
$5.83M
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
119+ 3.07% |
$18.1K - $20.5K
|
4K
$897K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
119+ 0.56% |
$18.1K - $20.5K
|
21.5K
$4.83M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
119+ 1.64% |
$18.1K - $20.5K
|
7.36K
$1.65M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
117+ 4.05% |
$17.8K - $20.2K
|
3K
$674K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
114+ 37.38% |
$17.4K - $19.7K
|
419
$94K
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
113+ 0.31% |
$17.2K - $19.5K
|
37.1K
$8.32M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
112+ 2.69% |
$17.1K - $19.3K
|
4.28K
$960K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
111+ 1.43% |
$16.9K - $19.1K
|
7.88K
$1.77M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
106+ 3.66% |
$16.2K - $18.3K
|
3.01K
$675K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
106+ 8.24% |
$16.2K - $18.3K
|
1.39K
$312K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
106+ 0.59% |
$16.2K - $18.3K
|
18.2K
$4.08M
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 66.67% |
$15.2K - $17.2K
|
250
$56.1K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
100+ 2.38% |
$15.2K - $17.2K
|
4.31K
$966K
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
98+ 0.45% |
$14.9K - $16.9K
|
21.9K
$4.91M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
98+ 7.36% |
$14.9K - $16.9K
|
1.43K
$321K
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
96+ 2.48% |
$14.6K - $16.6K
|
3.97K
$892K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
95+ 3.71% |
$14.5K - $16.4K
|
2.66K
$596K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
94New |
$14.3K - $16.2K
|
94
$21.1K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
93+ 40.09% |
$14.2K - $16K
|
325
$72.9K
|