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 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
17+ 0.94% |
$2.59K - $2.93K
|
1.82K
$408K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.53% |
$2.59K - $2.93K
|
3.22K
$722K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 3.17% |
$2.59K - $2.93K
|
554
$124K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.47% |
$2.59K - $2.93K
|
3.61K
$810K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 15.24% |
$2.44K - $2.76K
|
121
$27.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16+ 0.16% |
$2.44K - $2.76K
|
9.88K
$2.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 1.54% |
$2.29K - $2.59K
|
990
$222K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.62% |
$2.29K - $2.59K
|
2.45K
$549K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
14+ 1.06% |
$2.13K - $2.41K
|
1.33K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.45% |
$2.13K - $2.41K
|
3.09K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 0.55% |
$2.13K - $2.41K
|
2.56K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14+ 1.08% |
$2.13K - $2.41K
|
1.31K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
12+ 0.78% |
$1.83K - $2.07K
|
1.56K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 7.02% |
$1.83K - $2.07K
|
183
$41.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 0.08% |
$1.83K - $2.07K
|
14.4K
$3.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.38% |
$1.83K - $2.07K
|
3.19K
$716K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.4% |
$1.68K - $1.9K
|
2.75K
$616K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 2.97% |
$1.68K - $1.9K
|
381
$85.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.71% |
$1.52K - $1.72K
|
1.42K
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10+ 0.64% |
$1.52K - $1.72K
|
1.58K
$355K
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
10+ 0.47% |
$1.52K - $1.72K
|
2.13K
$477K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 3.72% |
$1.52K - $1.72K
|
279
$62.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
9+ 0.33% |
$1.37K - $1.55K
|
2.78K
$623K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.41% |
$1.22K - $1.38K
|
1.95K
$438K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.43% |
$1.22K - $1.38K
|
1.86K
$418K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.26% |
$1.22K - $1.38K
|
3.11K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.22K - $1.38K
|
8
$1.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.43% |
$1.07K - $1.21K
|
1.64K
$368K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$1.07K - $1.21K
|
3.56K
$798K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.12% |
$1.07K - $1.21K
|
6.01K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.68% |
$1.07K - $1.21K
|
1.03K
$232K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.37% |
$915 - $1.03K
|
1.61K
$361K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6+ 0.45% |
$915 - $1.03K
|
1.35K
$303K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.31% |
$915 - $1.03K
|
1.95K
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.33% |
$762 - $862
|
1.52K
$341K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.12% |
$762 - $862
|
4.12K
$924K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.83% |
$762 - $862
|
604
$136K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.77% |
$762 - $862
|
288
$64.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5+ 0.09% |
$762 - $862
|
5.74K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.18% |
$610 - $690
|
2.24K
$503K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.17% |
$610 - $690
|
2.42K
$543K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$610 - $690
|
2.53K
$567K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$610 - $690
|
9.05K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$457 - $517
|
1.48K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
3+ 0.02% |
$457 - $517
|
13.8K
$3.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3+ 0.06% |
$457 - $517
|
4.62K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.21% |
$457 - $517
|
1.4K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.18% |
$457 - $517
|
1.65K
$371K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.13% |
$305 - $345
|
1.52K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.06% |
$305 - $345
|
3.42K
$768K
|