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 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-178- 5.52% |
$27.1K - $30.7K
|
3.05K
$683K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-178- 1.89% |
$27.1K - $30.7K
|
9.26K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-178- 4.71% |
$27.1K - $30.7K
|
3.6K
$808K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-179- 68.58% |
$27.3K - $30.9K
|
82
$18.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-179- 7.99% |
$27.3K - $30.9K
|
2.06K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-181- 10.9% |
$27.6K - $31.2K
|
1.48K
$332K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-182- 8.94% |
$27.7K - $31.4K
|
1.85K
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-183- 13.45% |
$27.9K - $31.6K
|
1.18K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-184- 2.32% |
$28K - $31.7K
|
7.74K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-187- 4.31% |
$28.5K - $32.2K
|
4.15K
$931K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-189- 2.06% |
$28.8K - $32.6K
|
8.97K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-189- 17.28% |
$28.8K - $32.6K
|
905
$203K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-194- 5.99% |
$29.6K - $33.4K
|
3.05K
$683K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-194- 2.61% |
$29.6K - $33.4K
|
7.25K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-195- 6.24% |
$29.7K - $33.6K
|
2.93K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-195- 14.77% |
$29.7K - $33.6K
|
1.13K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-196- 3.38% |
$29.9K - $33.8K
|
5.61K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-200- 9.6% |
$30.5K - $34.5K
|
1.88K
$423K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 11.29% |
$30.5K - $34.5K
|
1.57K
$353K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-200- 8.35% |
$30.5K - $34.5K
|
2.19K
$492K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 0.99% |
$30.5K - $34.5K
|
20K
$4.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-200- 4.62% |
$30.5K - $34.5K
|
4.13K
$927K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 1.9% |
$30.5K - $34.5K
|
10.3K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-200- 4.93% |
$30.5K - $34.5K
|
3.86K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 3.57% |
$30.5K - $34.5K
|
5.4K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-204- 10.38% |
$31.1K - $35.2K
|
1.76K
$395K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-206- 7.24% |
$31.4K - $35.5K
|
2.64K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-207- 0.43% |
$31.6K - $35.7K
|
48.2K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-209- 3.43% |
$31.9K - $36K
|
5.89K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-211- 3.59% |
$32.2K - $36.4K
|
5.67K
$1.27M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-211- 0.59% |
$32.2K - $36.4K
|
35.3K
$7.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-215- 3.63% |
$32.8K - $37.1K
|
5.71K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-215- 8.59% |
$32.8K - $37.1K
|
2.29K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-218- 4.33% |
$33.2K - $37.6K
|
4.82K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-220- 0.71% |
$33.5K - $37.9K
|
30.8K
$6.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-220- 2.09% |
$33.5K - $37.9K
|
10.3K
$2.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-223- 5.62% |
$34K - $38.4K
|
3.75K
$841K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-223- 6.7% |
$34K - $38.4K
|
3.1K
$696K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 2.49% |
$35.5K - $40.2K
|
9.14K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-235- 1.76% |
$35.8K - $40.5K
|
13.1K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 36.36% |
$36K - $40.7K
|
413
$92.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-238- 0.25% |
$36.3K - $41K
|
94.1K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-240- 9.97% |
$36.6K - $41.4K
|
2.17K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-241- 1.72% |
$36.7K - $41.6K
|
13.8K
$3.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-241- 9.47% |
$36.7K - $41.6K
|
2.31K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-241- 4.6% |
$36.7K - $41.6K
|
5K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-246- 7.71% |
$37.5K - $42.4K
|
2.95K
$661K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-247- 4.31% |
$37.7K - $42.6K
|
5.48K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-249- 4.29% |
$38K - $42.9K
|
5.56K
$1.25M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-249- 0.37% |
$38K - $42.9K
|
67.8K
$15.2M
|