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 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2+ 0.86% |
$305 - $345
|
235
$52.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2+ 0.03% |
$305 - $345
|
7.37K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.09% |
$305 - $345
|
185
$41.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.18% |
$305 - $345
|
1.1K
$247K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$305 - $345
|
2.6K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 5.88% |
$305 - $345
|
36
$8.08K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$305 - $345
|
2.93K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.15% |
$305 - $345
|
1.31K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.07% |
$305 - $345
|
2.75K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2+ 0.03% |
$305 - $345
|
7.64K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$305 - $345
|
5.3K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2New |
$305 - $345
|
2
$449
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 50.0% |
$152 - $172
|
3
$673
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$152 - $172
|
6.09K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$152 - $172
|
813
$182K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$152 - $172
|
7.3K
$1.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.04% |
$152 - $172
|
2.34K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.61% |
$152 - $172
|
164
$36.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.3% |
$152 - $172
|
339
$76.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$152 - $172
|
2.32K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$152 - $172
|
2.31K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.06% |
$152 - $172
|
1.62K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.35% |
$152 - $172
|
288
$64.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.49% |
$152 - $172
|
204
$45.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$152 - $172
|
9.72K
$2.18M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.51% |
$152 - $172
|
199
$44.7K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.06% |
$152 - $172
|
1.77K
$397K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.33% |
$152 - $172
|
29
$6.51K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.04% |
$152 - $172
|
2.77K
$622K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1Closed |
$152 - $172
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 14.29% |
$152 - $172
|
6
$1.35K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$152 - $172
|
1.89K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$152 - $172
|
24K
$5.39M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1Closed |
$152 - $172
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2- 0.04% |
$305 - $345
|
4.47K
$1M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.84% |
$305 - $345
|
237
$53.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 2.01% |
$457 - $517
|
146
$32.8K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 21.43% |
$457 - $517
|
11
$2.47K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$610 - $690
|
5.62K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.76% |
$610 - $690
|
520
$117K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 0.42% |
$610 - $690
|
945
$212K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-5- 0.05% |
$762 - $862
|
10.2K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5- 0.11% |
$762 - $862
|
4.49K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.81% |
$762 - $862
|
611
$137K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 0.37% |
$762 - $862
|
1.33K
$298K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6- 0.17% |
$915 - $1.03K
|
3.6K
$807K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-7- 0.4% |
$1.07K - $1.21K
|
1.74K
$390K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8- 0.46% |
$1.22K - $1.38K
|
1.73K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 9.09% |
$1.37K - $1.55K
|
90
$20.2K
|