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
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.63K- 22.32% |
$248K - $281K
|
5.67K
$1.29M
|
|
Dec 12, 2024
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
$956K
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.63K- 3.37% |
$249K - $281K
|
46.9K
$10.7M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.66K- 4.11% |
$253K - $286K
|
38.7K
$8.81M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.67K- 3.14% |
$255K - $289K
|
51.7K
$11.8M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.69K- 2.58% |
$257K - $291K
|
63.7K
$14.5M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.69K- 1.88% |
$258K - $291K
|
88K
$20M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.72K- 26.2% |
$262K - $297K
|
4.85K
$1.1M
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.74K- 1.91% |
$266K - $300K
|
89.4K
$20.3M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.78K- 10.38% |
$272K - $308K
|
15.4K
$3.51M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.79K- 2.26% |
$272K - $308K
|
77.3K
$17.6M
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.8K- 26.6% |
$274K - $310K
|
4.97K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.86K- 1.85% |
$284K - $321K
|
98.8K
$22.5M
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.91K- 0.77% |
$291K - $329K
|
245K
$55.9M
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2K- 6.35% |
$305K - $345K
|
29.5K
$6.72M
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.01K- 2.53% |
$306K - $346K
|
77.3K
$17.6M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.03K- 2.75% |
$310K - $350K
|
71.7K
$16.3M
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.05K- 2.39% |
$312K - $353K
|
83.8K
$19.1M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.08K- 2.65% |
$317K - $358K
|
76.4K
$17.4M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.08K- 0.33% |
$317K - $359K
|
632K
$144M
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-2.1K- 5.83% |
$320K - $362K
|
33.9K
$7.72M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.11K- 3.26% |
$321K - $364K
|
62.6K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-2.11K- 18.31% |
$322K - $364K
|
9.42K
$2.14M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.12K- 6.47% |
$323K - $365K
|
30.6K
$6.98M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.15K- 13.03% |
$328K - $371K
|
14.3K
$3.27M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.15K- 5.42% |
$328K - $371K
|
37.6K
$8.56M
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.23K- 0.62% |
$340K - $384K
|
355K
$80.9M
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.31K- 1.76% |
$351K - $397K
|
128K
$29.2M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.33K- 4.09% |
$355K - $401K
|
54.5K
$12.4M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 3.03% |
$363K - $411K
|
76.2K
$17.4M
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.41K- 37.31% |
$367K - $416K
|
4.05K
$922K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.55K- 0.86% |
$389K - $440K
|
295K
$67.1M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.56K- 37.8% |
$390K - $441K
|
4.21K
$959K
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.56K- 1.46% |
$390K - $441K
|
173K
$39.3M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 19.07% |
$392K - $443K
|
10.9K
$2.48M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.58K- 3.8% |
$394K - $446K
|
65.3K
$14.9M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.71K- 11.1% |
$412K - $466K
|
21.7K
$4.93M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.74K- 16.36% |
$418K - $473K
|
14K
$3.19M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.76K- 2.51% |
$421K - $476K
|
107K
$24.4M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.76K- 2.51% |
$421K - $476K
|
107K
$24.4M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.84K- 11.54% |
$433K - $490K
|
21.8K
$4.96M
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.9K- 5.17% |
$442K - $500K
|
53.2K
$12.1M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.9K- 9.31% |
$442K - $500K
|
28.2K
$6.43M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.97K- 0.52% |
$453K - $512K
|
563K
$128M
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.01K- 10.33% |
$459K - $519K
|
26.1K
$5.95M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.08K- 8.55% |
$470K - $531K
|
33K
$7.51M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.21K- 70.52% |
$490K - $554K
|
1.34K
$306K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.27K- 1.45% |
$498K - $564K
|
223K
$50.7M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.3K- 1.3% |
$503K - $569K
|
251K
$57.1M
|