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 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 2.19% |
$1.37K - $1.55K
|
402
$91.8K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 2.19% |
$1.37K - $1.55K
|
402
$91.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-10- 0.66% |
$1.52K - $1.72K
|
1.5K
$343K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10- 0.32% |
$1.52K - $1.72K
|
3.14K
$718K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-11- 0.57% |
$1.68K - $1.9K
|
1.91K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11- 0.67% |
$1.68K - $1.9K
|
1.63K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-11- 0.36% |
$1.68K - $1.9K
|
3.06K
$698K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12- 0.46% |
$1.83K - $2.07K
|
2.59K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-12- 0.68% |
$1.83K - $2.07K
|
1.74K
$398K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 0.02% |
$1.98K - $2.24K
|
74.3K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-14- 26.42% |
$2.13K - $2.41K
|
39
$8.91K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15- 2.26% |
$2.29K - $2.59K
|
650
$148K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16- 0.11% |
$2.44K - $2.76K
|
14.6K
$3.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-16- 5.19% |
$2.44K - $2.76K
|
292
$66.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mirova Us LLC
|
SELL
|
- |
-17- 0.49% |
$2.59K - $2.93K
|
3.49K
$796K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-19- 1.14% |
$2.9K - $3.28K
|
1.65K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.33% |
$3.05K - $3.45K
|
5.99K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20- 1.43% |
$3.05K - $3.45K
|
1.38K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 23.26% |
$3.05K - $3.45K
|
66
$15.1K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-21- 1.0% |
$3.2K - $3.62K
|
2.08K
$475K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-21- 0.06% |
$3.2K - $3.62K
|
36.2K
$8.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-22- 0.81% |
$3.35K - $3.79K
|
2.69K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-23- 1.03% |
$3.51K - $3.97K
|
2.21K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-25- 1.36% |
$3.81K - $4.31K
|
1.81K
$414K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 3.0% |
$3.81K - $4.31K
|
808
$185K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-25- 0.13% |
$3.81K - $4.31K
|
19.3K
$4.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-25- 1.3% |
$3.81K - $4.31K
|
1.89K
$432K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 1.87% |
$3.81K - $4.31K
|
1.31K
$300K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 3.15% |
$3.81K - $4.31K
|
769
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-25- 29.41% |
$3.81K - $4.31K
|
60
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-25- 0.64% |
$3.81K - $4.31K
|
3.88K
$885K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 3.48% |
$3.81K - $4.31K
|
694
$159K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-26- 1.89% |
$3.96K - $4.48K
|
1.35K
$309K
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-26- 0.15% |
$3.96K - $4.48K
|
17.5K
$4M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-26- 1.71% |
$3.96K - $4.48K
|
1.49K
$341K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29- 2.02% |
$4.42K - $5K
|
1.41K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-29- 17.47% |
$4.42K - $5K
|
137
$31.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-30- 0.05% |
$4.57K - $5.17K
|
56.3K
$12.9M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-30- 1.97% |
$4.57K - $5.17K
|
1.49K
$341K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-31- 1.17% |
$4.73K - $5.34K
|
2.62K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 0.77% |
$4.88K - $5.52K
|
4.14K
$945K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.65% |
$4.88K - $5.52K
|
4.92K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-33- 0.17% |
$5.03K - $5.69K
|
19.9K
$4.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 0.48% |
$5.03K - $5.69K
|
6.9K
$1.58M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34- 0.81% |
$5.18K - $5.86K
|
4.18K
$956K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 1.16% |
$5.34K - $6.03K
|
2.97K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-35- 0.21% |
$5.34K - $6.03K
|
16.3K
$3.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-35- 1.99% |
$5.34K - $6.03K
|
1.72K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-37- 2.22% |
$5.64K - $6.38K
|
1.63K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-38- 0.79% |
$5.79K - $6.55K
|
4.78K
$1.09M
|