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 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.51% |
$10.4K - $11.7K
|
4.44K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 2.41% |
$10.4K - $11.7K
|
2.76K
$630K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-69- 0.45% |
$10.5K - $11.9K
|
15.3K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-70- 0.11% |
$10.7K - $12.1K
|
62.6K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.66% |
$10.8K - $12.2K
|
4.21K
$961K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-75- 3.13% |
$11.4K - $12.9K
|
2.32K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-75- 2.88% |
$11.4K - $12.9K
|
2.53K
$578K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75Closed |
$11.4K - $12.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-76Closed |
$11.6K - $13.1K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-78- 96.3% |
$11.9K - $13.4K
|
3
$685
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-79- 1.17% |
$12K - $13.6K
|
6.68K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-80- 0.98% |
$12.2K - $13.8K
|
8.11K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-80- 4.05% |
$12.2K - $13.8K
|
1.9K
$433K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-82- 0.26% |
$12.5K - $14.1K
|
31.7K
$7.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-85- 0.77% |
$13K - $14.7K
|
10.9K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-86- 0.26% |
$13.1K - $14.8K
|
33K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-87- 4.62% |
$13.3K - $15K
|
1.8K
$410K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-88- 0.98% |
$13.4K - $15.2K
|
8.88K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-89- 3.71% |
$13.6K - $15.3K
|
2.31K
$528K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-90- 6.36% |
$13.7K - $15.5K
|
1.33K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-90- 2.02% |
$13.7K - $15.5K
|
4.38K
$1M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-90- 0.43% |
$13.7K - $15.5K
|
21.1K
$4.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-92- 0.17% |
$14K - $15.9K
|
53.1K
$12.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-93- 5.33% |
$14.2K - $16K
|
1.65K
$378K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-94- 1.62% |
$14.3K - $16.2K
|
5.71K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-95- 0.12% |
$14.5K - $16.4K
|
79.4K
$18.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-98- 0.64% |
$14.9K - $16.9K
|
15.2K
$3.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.44% |
$15.2K - $17.2K
|
22.8K
$5.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.12% |
$15.2K - $17.2K
|
8.81K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.44% |
$15.2K - $17.2K
|
2.81K
$642K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 2.96% |
$15.2K - $17.2K
|
3.28K
$750K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-100- 2.59% |
$15.2K - $17.2K
|
3.76K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-100- 5.88% |
$15.2K - $17.2K
|
1.6K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.45% |
$15.2K - $17.2K
|
22.1K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-101- 7.89% |
$15.4K - $17.4K
|
1.18K
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-103- 0.39% |
$15.7K - $17.8K
|
26.4K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-103- 5.82% |
$15.7K - $17.8K
|
1.67K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-104- 1.72% |
$15.9K - $17.9K
|
5.95K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 1.57% |
$15.9K - $17.9K
|
6.54K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-106- 6.22% |
$16.2K - $18.3K
|
1.6K
$365K
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-107- 0.2% |
$16.3K - $18.4K
|
54.4K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-107- 0.92% |
$16.3K - $18.4K
|
11.5K
$2.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-109- 0.88% |
$16.6K - $18.8K
|
12.3K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-109- 1.51% |
$16.6K - $18.8K
|
7.12K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-110- 6.7% |
$16.8K - $19K
|
1.53K
$350K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-110- 0.96% |
$16.8K - $19K
|
11.4K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-111- 4.63% |
$16.9K - $19.1K
|
2.29K
$523K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-111- 0.38% |
$16.9K - $19.1K
|
29.4K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-111- 2.51% |
$16.9K - $19.1K
|
4.32K
$986K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-113- 6.55% |
$17.2K - $19.5K
|
1.61K
$368K
|