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 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-113- 4.47% |
$17.2K - $19.5K
|
2.41K
$551K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-114- 6.71% |
$17.4K - $19.7K
|
1.58K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-114- 10.39% |
$17.4K - $19.7K
|
983
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-115- 12.33% |
$17.5K - $19.8K
|
818
$187K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-116- 0.62% |
$17.7K - $20K
|
18.5K
$4.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-116- 4.62% |
$17.7K - $20K
|
2.39K
$547K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-117- 0.21% |
$17.8K - $20.2K
|
54.8K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-118- 5.34% |
$18K - $20.3K
|
2.09K
$478K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-119- 1.16% |
$18.1K - $20.5K
|
10.1K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-121- 6.12% |
$18.4K - $20.9K
|
1.86K
$424K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-122- 5.0% |
$18.6K - $21K
|
2.32K
$529K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-123- 5.44% |
$18.8K - $21.2K
|
2.14K
$489K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 3.71% |
$19.1K - $21.6K
|
3.24K
$741K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 1.41% |
$19.1K - $21.6K
|
8.73K
$1.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 19.69% |
$19.1K - $21.6K
|
510
$117K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 14.3% |
$19.2K - $21.7K
|
755
$172K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 14.3% |
$19.2K - $21.7K
|
755
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-128- 2.56% |
$19.5K - $22.1K
|
4.88K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-130- 8.05% |
$19.8K - $22.4K
|
1.49K
$339K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-130- 2.15% |
$19.8K - $22.4K
|
5.91K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-130- 6.31% |
$19.8K - $22.4K
|
1.93K
$441K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-131- 4.3% |
$20K - $22.6K
|
2.91K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-131- 1.54% |
$20K - $22.6K
|
8.35K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-134- 6.06% |
$20.4K - $23.1K
|
2.08K
$475K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-135- 2.33% |
$20.6K - $23.3K
|
5.65K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-136- 1.52% |
$20.7K - $23.4K
|
8.81K
$2.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-137- 1.28% |
$20.9K - $23.6K
|
10.6K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-138- 15.7% |
$21K - $23.8K
|
741
$169K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-141- 2.19% |
$21.5K - $24.3K
|
6.31K
$1.44M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-142- 0.54% |
$21.6K - $24.5K
|
26.4K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-143- 4.62% |
$21.8K - $24.7K
|
2.95K
$675K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-144- 5.73% |
$22K - $24.8K
|
2.37K
$541K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-149- 9.11% |
$22.7K - $25.7K
|
1.49K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-150- 3.54% |
$22.9K - $25.9K
|
4.08K
$933K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 2.53% |
$22.9K - $25.9K
|
5.78K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-152- 1.57% |
$23.2K - $26.2K
|
9.51K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-153- 7.16% |
$23.3K - $26.4K
|
1.98K
$453K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-155- 5.34% |
$23.6K - $26.7K
|
2.75K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-155- 5.68% |
$23.6K - $26.7K
|
2.58K
$589K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-156- 59.77% |
$23.8K - $26.9K
|
105
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-160- 2.05% |
$24.4K - $27.6K
|
7.66K
$1.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-162- 3.94% |
$24.7K - $27.9K
|
3.95K
$902K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-163- 0.71% |
$24.8K - $28.1K
|
22.7K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-164- 1.93% |
$25K - $28.3K
|
8.33K
$1.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 0.67% |
$25.2K - $28.4K
|
24.6K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-169- 0.11% |
$25.8K - $29.1K
|
153K
$34.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-170- 0.61% |
$25.9K - $29.3K
|
27.9K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-170- 3.85% |
$25.9K - $29.3K
|
4.25K
$971K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-175- 14.49% |
$26.7K - $30.2K
|
1.03K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-175- 1.77% |
$26.7K - $30.2K
|
9.71K
$2.22M
|