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 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-39- 1.02% |
$5.95K - $6.72K
|
3.8K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40- 0.77% |
$6.1K - $6.9K
|
5.14K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-40- 1.06% |
$6.1K - $6.9K
|
3.75K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-40- 1.83% |
$6.1K - $6.9K
|
2.14K
$481K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-42- 1.57% |
$6.4K - $7.24K
|
2.64K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-43- 0.37% |
$6.55K - $7.41K
|
11.6K
$2.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-45- 0.28% |
$6.86K - $7.76K
|
16.2K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-45- 1.08% |
$6.86K - $7.76K
|
4.12K
$924K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-46- 0.29% |
$7.01K - $7.93K
|
16K
$3.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-47- 9.75% |
$7.16K - $8.1K
|
435
$97.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-49- 2.08% |
$7.47K - $8.45K
|
2.31K
$517K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-49- 2.08% |
$7.47K - $8.45K
|
2.31K
$517K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-50- 1.34% |
$7.62K - $8.62K
|
3.68K
$827K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-50- 50.0% |
$7.62K - $8.62K
|
50
$11.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.25% |
$7.62K - $8.62K
|
3.97K
$890K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 1.53% |
$7.62K - $8.62K
|
3.22K
$723K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 1.31% |
$7.62K - $8.62K
|
3.75K
$842K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-50- 0.68% |
$7.62K - $8.62K
|
7.34K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 0.4% |
$7.62K - $8.62K
|
12.4K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 2.86% |
$7.62K - $8.62K
|
1.7K
$381K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 3.02% |
$7.62K - $8.62K
|
1.61K
$361K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-51- 1.13% |
$7.77K - $8.79K
|
4.45K
$998K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-51- 1.38% |
$7.77K - $8.79K
|
3.64K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-51- 0.49% |
$7.77K - $8.79K
|
10.4K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-52- 23.01% |
$7.93K - $8.97K
|
174
$39K
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-52- 0.19% |
$7.93K - $8.97K
|
27.5K
$6.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-53Closed |
$8.08K - $9.14K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-53- 3.63% |
$8.08K - $9.14K
|
1.41K
$316K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-54- 3.58% |
$8.23K - $9.31K
|
1.45K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-55- 1.63% |
$8.38K - $9.48K
|
3.33K
$747K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-55- 3.04% |
$8.38K - $9.48K
|
1.76K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-55- 3.86% |
$8.38K - $9.48K
|
1.37K
$307K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-56- 0.5% |
$8.54K - $9.65K
|
11.1K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-56- 3.0% |
$8.54K - $9.65K
|
1.81K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-56- 0.71% |
$8.54K - $9.65K
|
7.84K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-57- 1.24% |
$8.69K - $9.83K
|
4.54K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 11.56% |
$8.69K - $9.83K
|
436
$97.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 0.45% |
$8.69K - $9.83K
|
12.6K
$2.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-57- 5.57% |
$8.69K - $9.83K
|
967
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-57- 0.04% |
$8.69K - $9.83K
|
151K
$33.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-57- 0.15% |
$8.69K - $9.83K
|
38.5K
$8.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-58- 2.89% |
$8.84K - $10K
|
1.95K
$437K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.77% |
$9.15K - $10.3K
|
3.33K
$746K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-61- 4.43% |
$9.3K - $10.5K
|
1.32K
$295K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-62- 1.48% |
$9.45K - $10.7K
|
4.13K
$927K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-62- 3.74% |
$9.45K - $10.7K
|
1.6K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-63- 4.1% |
$9.6K - $10.9K
|
1.47K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-63- 2.8% |
$9.6K - $10.9K
|
2.18K
$490K
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
SELL
|
- |
-65- 3.08% |
$9.91K - $11.2K
|
2.04K
$458K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 5.94% |
$10.2K - $11.6K
|
1.06K
$238K
|