Purchases and Sales Made in Q3 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 2024. 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 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
444+ 1.51% |
$87.5K - $99.2K
|
29.8K
$6.69M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
443+ 7.11% |
$87.3K - $99K
|
6.67K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
436+ 4.9% |
$85.9K - $97.4K
|
9.33K
$2.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
434+ 32.22% |
$85.5K - $97K
|
1.78K
$400K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
433+ 21.65% |
$85.3K - $96.8K
|
2.43K
$547K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
428New |
$84.3K - $95.6K
|
428
$96.2K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
418+ 2.1% |
$82.3K - $93.4K
|
20.3K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
415+ 35.93% |
$81.7K - $92.7K
|
1.57K
$353K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
414+ 7.23% |
$81.5K - $92.5K
|
6.14K
$1.38M
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
412+ 1.51% |
$81.1K - $92.1K
|
27.7K
$6.22M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
410+ 31.01% |
$80.8K - $91.6K
|
1.73K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
409+ 18.7% |
$80.6K - $91.4K
|
2.6K
$584K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
408+ 4.11% |
$80.4K - $91.2K
|
10.3K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
405+ 9.35% |
$79.8K - $90.5K
|
4.74K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
405+ 17.9% |
$79.8K - $90.5K
|
2.67K
$600K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
404+ 14.74% |
$79.6K - $90.3K
|
3.15K
$707K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
396+ 4.39% |
$78K - $88.5K
|
9.42K
$2.12M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
390+ 18.8% |
$76.8K - $87.1K
|
2.46K
$554K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
379+ 13.45% |
$74.6K - $84.7K
|
3.2K
$719K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
372+ 29.11% |
$73.3K - $83.1K
|
1.65K
$371K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
372+ 1.16% |
$73.3K - $83.1K
|
32.5K
$7.3M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
368+ 2.64% |
$72.5K - $82.2K
|
14.3K
$3.21M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
364+ 30.28% |
$71.7K - $81.3K
|
1.57K
$352K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
363+ 5.45% |
$71.5K - $81.1K
|
7.02K
$1.58M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
362+ 1.76% |
$71.3K - $80.9K
|
20.9K
$4.7M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
356+ 11.68% |
$70.1K - $79.5K
|
3.4K
$765K
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
356+ 0.07% |
$70.1K - $79.5K
|
507K
$114M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
355+ 3.57% |
$69.9K - $79.3K
|
10.3K
$2.31M
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
353+ 1.79% |
$69.5K - $78.9K
|
20.1K
$4.52M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
349+ 4.23% |
$68.7K - $78K
|
8.61K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
330+ 6.56% |
$65K - $73.7K
|
5.36K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
321+ 21.85% |
$63.2K - $71.7K
|
1.79K
$402K
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
321+ 1.66% |
$63.2K - $71.7K
|
19.6K
$4.41M
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
315+ 19.08% |
$62K - $70.4K
|
1.97K
$442K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
311+ 10366.67% |
$61.3K - $69.5K
|
314
$70.6K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
311+ 13.61% |
$61.3K - $69.5K
|
2.6K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
309+ 21.38% |
$60.9K - $69K
|
1.75K
$394K
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
308+ 0.65% |
$60.7K - $68.8K
|
47.7K
$10.7M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
308+ 1.43% |
$60.7K - $68.8K
|
21.9K
$4.91M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
305+ 9.72% |
$60.1K - $68.2K
|
3.44K
$774K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
301+ 5.42% |
$59.3K - $67.3K
|
5.86K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
300+ 29.33% |
$59.1K - $67K
|
1.32K
$297K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
298+ 8.99% |
$58.7K - $66.6K
|
3.61K
$812K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298+ 11.27% |
$58.7K - $66.6K
|
2.94K
$661K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
294+ 4.73% |
$57.9K - $65.7K
|
6.52K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
292+ 202.78% |
$57.5K - $65.2K
|
436
$98K
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
286+ 7.12% |
$56.3K - $63.9K
|
4.3K
$967K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
285+ 7.94% |
$56.1K - $63.7K
|
3.87K
$871K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
283+ 15.96% |
$55.7K - $63.2K
|
2.06K
$462K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
283+ 3.94% |
$55.7K - $63.2K
|
7.46K
$1.68M
|