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 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-247- 4.31% |
$37.7K - $42.6K
|
5.48K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-249- 4.29% |
$38K - $42.9K
|
5.56K
$1.27M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-249- 0.37% |
$38K - $42.9K
|
67.8K
$15.4M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 1.89% |
$38.1K - $43.1K
|
13K
$2.95M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-252- 0.4% |
$38.4K - $43.4K
|
63.1K
$14.4M
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-253- 4.36% |
$38.6K - $43.6K
|
5.55K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-255- 11.6% |
$38.9K - $44K
|
1.94K
$442K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-256- 2.4% |
$39K - $44.1K
|
10.4K
$2.37M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-260- 2.55% |
$39.6K - $44.8K
|
9.93K
$2.26M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-262- 2.5% |
$39.9K - $45.2K
|
10.2K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-268- 6.53% |
$40.9K - $46.2K
|
3.84K
$873K
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-273- 0.15% |
$41.6K - $47.1K
|
181K
$41.3M
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-278- 6.3% |
$42.4K - $47.9K
|
4.14K
$942K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-281- 8.42% |
$42.8K - $48.4K
|
3.06K
$696K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-281- 4.68% |
$42.8K - $48.4K
|
5.73K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-282- 2.97% |
$43K - $48.6K
|
9.21K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-285- 0.29% |
$43.4K - $49.1K
|
99.1K
$22.6M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-292- 11.43% |
$44.5K - $50.3K
|
2.26K
$515K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-300- 10.41% |
$45.7K - $51.7K
|
2.58K
$588K
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-300- 0.59% |
$45.7K - $51.7K
|
50.1K
$11.4M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-300- 9.31% |
$45.7K - $51.7K
|
2.92K
$665K
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-302- 2.49% |
$46K - $52.1K
|
11.8K
$2.69M
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-309- 1.69% |
$47.1K - $53.3K
|
17.9K
$4.09M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-309- 0.4% |
$47.1K - $53.3K
|
76.4K
$17.4M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-309- 2.24% |
$47.1K - $53.3K
|
13.5K
$3.07M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-309- 2.02% |
$47.1K - $53.3K
|
15K
$3.42M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-315- 5.03% |
$48K - $54.3K
|
5.95K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-318- 9.69% |
$48.5K - $54.8K
|
2.96K
$675K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-323- 0.95% |
$49.2K - $55.7K
|
33.5K
$7.63M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-323- 0.07% |
$49.2K - $55.7K
|
466K
$106M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-326- 16.49% |
$49.7K - $56.2K
|
1.65K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-327- 11.5% |
$49.8K - $56.4K
|
2.52K
$573K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-329- 0.47% |
$50.2K - $56.7K
|
69.3K
$15.8M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-330- 16.79% |
$50.3K - $56.9K
|
1.64K
$373K
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-332- 13.43% |
$50.6K - $57.2K
|
2.14K
$487K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-332- 0.84% |
$50.6K - $57.2K
|
39.2K
$8.92M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-334- 13.91% |
$50.9K - $57.6K
|
2.07K
$471K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-340- 1.18% |
$51.8K - $58.6K
|
28.5K
$6.48M
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-341- 3.62% |
$52K - $58.8K
|
9.08K
$2.07M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-342- 9.32% |
$52.1K - $59K
|
3.33K
$758K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-345- 2.6% |
$52.6K - $59.5K
|
12.9K
$2.95M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-350- 0.33% |
$53.4K - $60.3K
|
106K
$24.2M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-350- 0.5% |
$53.4K - $60.3K
|
70K
$15.9M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-351- 1.09% |
$53.5K - $60.5K
|
31.9K
$7.27M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-351- 0.42% |
$53.5K - $60.5K
|
82.6K
$18.8M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-357- 12.19% |
$54.4K - $61.6K
|
2.57K
$585K
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-360- 7.77% |
$54.9K - $62.1K
|
4.28K
$974K
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-365- 5.03% |
$55.6K - $62.9K
|
6.9K
$1.57M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-369- 3.26% |
$56.3K - $63.6K
|
10.9K
$2.49M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-370- 11.1% |
$56.4K - $63.8K
|
2.96K
$675K
|