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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
93+ 40.09% |
$14.2K - $16K
|
325
$74K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
93+ 1.0% |
$14.2K - $16K
|
9.42K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
91+ 1.95% |
$13.9K - $15.7K
|
4.76K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
90New |
$13.7K - $15.5K
|
90
$20.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
90+ 3.9% |
$13.7K - $15.5K
|
2.4K
$546K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
90+ 3.89% |
$13.7K - $15.5K
|
2.4K
$547K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
87+ 0.57% |
$13.3K - $15K
|
15.2K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
87+ 3.32% |
$13.3K - $15K
|
2.71K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
87+ 4.7% |
$13.3K - $15K
|
1.94K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
85+ 4.2% |
$13K - $14.7K
|
2.11K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
85+ 3.66% |
$13K - $14.7K
|
2.41K
$549K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
83New |
$12.7K - $14.3K
|
83
$18.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
83+ 2.71% |
$12.7K - $14.3K
|
3.14K
$715K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
82+ 4.66% |
$12.5K - $14.1K
|
1.84K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
81+ 4.38% |
$12.3K - $14K
|
1.93K
$439K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 4.47% |
$12.2K - $13.8K
|
1.87K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
78+ 0.81% |
$11.9K - $13.4K
|
9.67K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
77+ 6.14% |
$11.7K - $13.3K
|
1.33K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.94% |
$11.6K - $13.1K
|
3.99K
$908K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
74+ 2.18% |
$11.3K - $12.8K
|
3.48K
$791K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
72+ 0.72% |
$11K - $12.4K
|
10K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
70+ 2.83% |
$10.7K - $12.1K
|
2.55K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
70+ 0.98% |
$10.7K - $12.1K
|
7.24K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
70+ 4.68% |
$10.7K - $12.1K
|
1.57K
$356K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
69+ 4.84% |
$10.5K - $11.9K
|
1.5K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
68+ 30.91% |
$10.4K - $11.7K
|
288
$65.6K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
68+ 3.75% |
$10.4K - $11.7K
|
1.88K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
67+ 3.11% |
$10.2K - $11.6K
|
2.22K
$506K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
67+ 2.03% |
$10.2K - $11.6K
|
3.36K
$766K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 1.7% |
$9.91K - $11.2K
|
3.88K
$884K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
61+ 0.23% |
$9.3K - $10.5K
|
27K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 4.46% |
$9.15K - $10.3K
|
1.41K
$320K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60+ 2.41% |
$9.15K - $10.3K
|
2.55K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
59+ 0.1% |
$8.99K - $10.2K
|
58.1K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59+ 0.16% |
$8.99K - $10.2K
|
36.9K
$8.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56+ 0.2% |
$8.54K - $9.65K
|
28.3K
$6.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
55+ 91.67% |
$8.38K - $9.48K
|
115
$26.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
55+ 0.48% |
$8.38K - $9.48K
|
11.5K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 9.43% |
$8.38K - $9.48K
|
638
$145K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54+ 2.68% |
$8.23K - $9.31K
|
2.07K
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
54+ 1.59% |
$8.23K - $9.31K
|
3.45K
$786K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54New |
$8.23K - $9.31K
|
54
$12.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
53+ 3.16% |
$8.08K - $9.14K
|
1.73K
$394K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
53+ 0.47% |
$8.08K - $9.14K
|
11.4K
$2.6M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 1.4% |
$7.93K - $8.97K
|
3.78K
$860K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
51+ 0.94% |
$7.77K - $8.79K
|
5.5K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
50+ 0.37% |
$7.62K - $8.62K
|
13.5K
$3.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
50+ 0.85% |
$7.62K - $8.62K
|
5.95K
$1.35M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50New |
$7.62K - $8.62K
|
50
$11.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
49+ 1.46% |
$7.47K - $8.45K
|
3.4K
$775K
|