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 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-600- 24.49% |
$91.5K - $103K
|
1.85K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-608- 3.14% |
$92.7K - $105K
|
18.7K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Covea Finance
|
SELL
|
- |
-610- 0.26% |
$93K - $105K
|
233K
$53.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-620- 1.04% |
$94.5K - $107K
|
59.1K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-628- 1.01% |
$95.7K - $108K
|
61.3K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-628- 5.47% |
$95.7K - $108K
|
10.9K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-644- 12.35% |
$98.2K - $111K
|
4.57K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-646- 6.54% |
$98.5K - $111K
|
9.23K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-650- 7.23% |
$99.1K - $112K
|
8.34K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-650- 24.58% |
$99.1K - $112K
|
1.99K
$456K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-658- 2.78% |
$100K - $113K
|
23K
$5.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-663- 14.88% |
$101K - $114K
|
3.79K
$866K
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-672- 15.34% |
$102K - $116K
|
3.71K
$848K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-672- 4.1% |
$102K - $116K
|
15.7K
$3.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-673- 9.19% |
$103K - $116K
|
6.65K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-675- 1.72% |
$103K - $116K
|
38.7K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-680- 2.67% |
$104K - $117K
|
24.8K
$5.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-682- 3.12% |
$104K - $118K
|
21.2K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-697- 29.3% |
$106K - $120K
|
1.68K
$384K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.69% |
$107K - $121K
|
101K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-703- 2.71% |
$107K - $121K
|
25.3K
$5.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-705- 4.92% |
$107K - $122K
|
13.6K
$3.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-709- 14.41% |
$108K - $122K
|
4.21K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-736- 5.78% |
$112K - $127K
|
12K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-744- 35.31% |
$113K - $128K
|
1.36K
$311K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-747- 2.51% |
$114K - $129K
|
29K
$6.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-747- 12.3% |
$114K - $129K
|
5.33K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 7.49% |
$114K - $129K
|
9.27K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-760- 20.4% |
$116K - $131K
|
2.97K
$678K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-762- 1.9% |
$116K - $131K
|
39.4K
$9.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-763- 19.51% |
$116K - $132K
|
3.15K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-764- 0.45% |
$116K - $132K
|
171K
$39M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-774- 2.6% |
$118K - $133K
|
29K
$6.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-787- 7.97% |
$120K - $136K
|
9.09K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-796- 15.97% |
$121K - $137K
|
4.19K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-800- 51.55% |
$122K - $138K
|
752
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-800- 29.51% |
$122K - $138K
|
1.91K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-802- 1.39% |
$122K - $138K
|
57K
$13M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-822- 6.89% |
$125K - $142K
|
11.1K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-829- 0.56% |
$126K - $143K
|
148K
$33.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-840- 1.58% |
$128K - $145K
|
52.2K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-844- 2.05% |
$129K - $146K
|
40.3K
$9.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-852- 34.31% |
$130K - $147K
|
1.63K
$373K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-858- 22.16% |
$131K - $148K
|
3.01K
$688K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-875- 1.77% |
$133K - $151K
|
48.6K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-877- 1.09% |
$134K - $151K
|
79.4K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-878- 9.7% |
$134K - $151K
|
8.18K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-881- 5.46% |
$134K - $152K
|
15.3K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-881- 8.18% |
$134K - $152K
|
9.89K
$2.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-890- 2.05% |
$136K - $153K
|
42.6K
$9.74M
|