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 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-893- 0.69% |
$136K - $154K
|
128K
$29.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-918- 16.88% |
$140K - $158K
|
4.52K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-947- 3.92% |
$144K - $163K
|
23.2K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-957- 6.27% |
$146K - $165K
|
14.3K
$3.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-998- 0.34% |
$152K - $172K
|
288K
$65.9M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-998- 0.34% |
$152K - $172K
|
288K
$65.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1K- 2.48% |
$153K - $173K
|
39.3K
$8.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-1.02K- 9.29% |
$155K - $176K
|
9.96K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.05K- 44.38% |
$160K - $181K
|
1.32K
$301K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.05K- 6.87% |
$161K - $182K
|
14.3K
$3.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.06K- 3.64% |
$162K - $183K
|
28.1K
$6.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.06K- 3.06% |
$162K - $183K
|
33.7K
$7.69M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.07K- 14.76% |
$163K - $184K
|
6.17K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 11.99% |
$164K - $186K
|
7.9K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.09K- 26.0% |
$166K - $188K
|
3.1K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 28.8% |
$168K - $190K
|
2.72K
$621K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 28.8% |
$168K - $190K
|
2.72K
$621K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.11K- 13.97% |
$168K - $191K
|
6.81K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 1.61% |
$169K - $191K
|
67.4K
$15.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.12K- 0.97% |
$171K - $194K
|
115K
$26.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 6.58% |
$171K - $194K
|
16K
$3.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.12K- 3.25% |
$171K - $194K
|
33.4K
$7.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.13K- 5.96% |
$172K - $195K
|
17.8K
$4.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.13K- 18.43% |
$173K - $195K
|
5.01K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 5.19% |
$174K - $197K
|
20.8K
$4.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.15K- 1.4% |
$175K - $198K
|
80.8K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 7.72% |
$182K - $206K
|
14.3K
$3.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 26.56% |
$183K - $207K
|
3.32K
$758K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.23K- 7.04% |
$188K - $212K
|
16.3K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.25K- 10.14% |
$190K - $215K
|
11.1K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.27K- 1.29% |
$194K - $219K
|
97.2K
$22.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.29K- 5.07% |
$196K - $222K
|
24.1K
$5.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.31K- 13.03% |
$200K - $226K
|
8.75K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.31K- 6.72% |
$200K - $227K
|
18.2K
$4.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.35K- 0.89% |
$205K - $232K
|
150K
$34.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.39K- 85.57% |
$213K - $240K
|
235
$53.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.45K- 2.18% |
$221K - $250K
|
64.9K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.46K- 16.46% |
$223K - $252K
|
7.41K
$1.69M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.46K- 11.53% |
$223K - $252K
|
11.2K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.47K- 1.89% |
$223K - $253K
|
76.2K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.47K- 7.38% |
$224K - $253K
|
18.4K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.48K- 14.23% |
$226K - $255K
|
8.92K
$2.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.5K- 33.03% |
$229K - $259K
|
3.04K
$695K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.53KClosed |
$233K - $264K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.57K- 0.62% |
$240K - $271K
|
252K
$57.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.59K- 36.49% |
$242K - $274K
|
2.76K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.61K- 25.77% |
$246K - $278K
|
4.65K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.63K- 22.32% |
$248K - $281K
|
5.67K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.63K- 27.97% |
$248K - $281K
|
4.2K
$959K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.63K- 3.37% |
$249K - $281K
|
46.9K
$10.7M
|