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 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.68K+ 9.53% |
$257K - $290K
|
19.3K
$4.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.66KNew |
$253K - $286K
|
1.66K
$377K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.65K+ 5.83% |
$252K - $284K
|
29.9K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.64KNew |
$249K - $282K
|
1.64K
$372K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 1.74% |
$248K - $281K
|
95.3K
$21.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.63K+ 3.16% |
$248K - $280K
|
53.1K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.63K+ 88.47% |
$248K - $280K
|
3.46K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
1.6K+ 2.36% |
$245K - $277K
|
69.6K
$15.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.6K+ 6.87% |
$244K - $276K
|
24.9K
$5.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.58KNew |
$241K - $272K
|
1.58K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.58K+ 3.45% |
$240K - $272K
|
47.3K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.55K+ 5.13% |
$236K - $267K
|
31.7K
$7.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.54KNew |
$235K - $265K
|
1.54K
$350K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.52KNew |
$232K - $262K
|
1.52K
$346K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
1.51K+ 9.06% |
$231K - $261K
|
18.2K
$4.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.5K+ 1.77% |
$229K - $259K
|
86.3K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.5K+ 1.36% |
$229K - $259K
|
112K
$25.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.5K+ 7.85% |
$229K - $259K
|
20.6K
$4.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.48K+ 15.25% |
$226K - $256K
|
11.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.48KNew |
$226K - $256K
|
1.48K
$337K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 14.26% |
$225K - $254K
|
11.8K
$2.69M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.44K+ 5.59% |
$219K - $248K
|
27.1K
$6.17M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.42K+ 6.2% |
$216K - $244K
|
24.2K
$5.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$215K - $243K
|
1.41K
$321K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 107.0% |
$214K - $243K
|
2.72K
$619K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.41K+ 6.03% |
$214K - $243K
|
24.7K
$5.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$213K - $241K
|
1.4K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.39K+ 43.7% |
$212K - $240K
|
4.58K
$1.04M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.39K+ 63.77% |
$211K - $239K
|
3.56K
$809K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.38K+ 3.3% |
$211K - $239K
|
43.3K
$9.84M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.35K+ 6.51% |
$206K - $233K
|
22.1K
$5.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.33K+ 30.86% |
$202K - $229K
|
5.63K
$1.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.32K+ 8.05% |
$201K - $227K
|
17.7K
$4.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.3K+ 2.87% |
$198K - $224K
|
46.7K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.29K+ 0.94% |
$196K - $222K
|
138K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.27K+ 0.94% |
$193K - $218K
|
137K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.26K+ 13.3% |
$191K - $216K
|
10.7K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 34.29% |
$190K - $215K
|
4.88K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.24K+ 2.15% |
$188K - $213K
|
58.8K
$13.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.22K+ 9.95% |
$186K - $210K
|
13.5K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.22K+ 0.75% |
$186K - $210K
|
163K
$37.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.22K+ 0.8% |
$185K - $210K
|
153K
$34.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.21K+ 5.13% |
$185K - $209K
|
24.8K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.21K+ 8.62% |
$184K - $208K
|
15.2K
$3.46M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 6.64% |
$183K - $207K
|
19.3K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.2K+ 88.89% |
$183K - $207K
|
2.55K
$580K
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.2K+ 3.93% |
$183K - $207K
|
31.7K
$7.21M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
1.19K+ 170.14% |
$182K - $205K
|
1.89K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.18K+ 5.48% |
$180K - $204K
|
22.8K
$5.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.18K+ 0.51% |
$180K - $203K
|
232K
$52.8M
|