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 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
724+ 34.74% |
$110K - $125K
|
2.81K
$630K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
718+ 0.41% |
$109K - $124K
|
177K
$39.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
706+ 0.4% |
$108K - $122K
|
176K
$39.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
695+ 11.43% |
$106K - $120K
|
6.78K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
691New |
$105K - $119K
|
691
$155K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
686New |
$105K - $118K
|
686
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
685+ 0.36% |
$104K - $118K
|
190K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
678+ 5.13% |
$103K - $117K
|
13.9K
$3.12M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
670+ 95.99% |
$102K - $116K
|
1.37K
$307K
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
652+ 0.22% |
$99.4K - $112K
|
291K
$65.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
641+ 4.35% |
$97.7K - $111K
|
15.4K
$3.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
637+ 4.54% |
$97.1K - $110K
|
14.7K
$3.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
632+ 1.02% |
$96.3K - $109K
|
62.5K
$14M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
624+ 2.54% |
$95.1K - $108K
|
25.2K
$5.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
591+ 61.5% |
$90.1K - $102K
|
1.55K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
585New |
$89.2K - $101K
|
585
$131K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
584+ 9.59% |
$89K - $101K
|
6.68K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
576+ 28.54% |
$87.8K - $99.3K
|
2.59K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
575+ 1.72% |
$87.7K - $99.1K
|
34K
$7.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
574+ 617.2% |
$87.5K - $99K
|
667
$150K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
560+ 6.8% |
$85.4K - $96.5K
|
8.8K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
559+ 7.52% |
$85.2K - $96.4K
|
7.99K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
552+ 0.85% |
$84.1K - $95.2K
|
65.6K
$14.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
552+ 7.86% |
$84.1K - $95.2K
|
7.57K
$1.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
542+ 27.67% |
$82.6K - $93.4K
|
2.5K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
542+ 1.05% |
$82.6K - $93.4K
|
52.3K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
531+ 15.57% |
$80.9K - $91.5K
|
3.94K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
530+ 2.24% |
$80.8K - $91.4K
|
24.2K
$5.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
520+ 0.81% |
$79.3K - $89.7K
|
64.7K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
516+ 6.22% |
$78.7K - $89K
|
8.81K
$1.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
507+ 33.18% |
$77.3K - $87.4K
|
2.04K
$457K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
505+ 3.45% |
$77K - $87.1K
|
15.2K
$3.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
504+ 57.53% |
$76.8K - $86.9K
|
1.38K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
501+ 0.39% |
$76.4K - $86.4K
|
129K
$28.9M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
494+ 1.7% |
$75.3K - $85.2K
|
29.6K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
493+ 9.01% |
$75.2K - $85K
|
5.96K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
492+ 0.94% |
$75K - $84.8K
|
52.8K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
481+ 11.52% |
$73.3K - $82.9K
|
4.66K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
475+ 36.96% |
$72.4K - $81.9K
|
1.76K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
466New |
$71K - $80.3K
|
466
$105K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
461+ 9.15% |
$70.3K - $79.5K
|
5.5K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
460+ 2.94% |
$70.1K - $79.3K
|
16.1K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
456+ 0.79% |
$69.5K - $78.6K
|
58.2K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
453+ 0.77% |
$69.1K - $78.1K
|
59.4K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
446+ 0.42% |
$68K - $76.9K
|
106K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
442+ 5.94% |
$67.4K - $76.2K
|
7.89K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
437+ 4.16% |
$66.6K - $75.3K
|
11K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
426+ 0.38% |
$64.9K - $73.4K
|
112K
$25M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
425+ 5.25% |
$64.8K - $73.3K
|
8.52K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
420+ 5.96% |
$64K - $72.4K
|
7.47K
$1.68M
|