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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
89+ 0.27% |
$17.5K - $19.9K
|
32.9K
$7.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85+ 19.77% |
$16.7K - $19K
|
515
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
85+ 4.22% |
$16.7K - $19K
|
2.1K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
84+ 52.17% |
$16.5K - $18.8K
|
245
$55.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
84+ 8.56% |
$16.5K - $18.8K
|
1.07K
$239K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84+ 0.67% |
$16.5K - $18.8K
|
12.7K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
83+ 8.17% |
$16.3K - $18.5K
|
1.1K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
83+ 176.6% |
$16.3K - $18.5K
|
130
$29.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
82+ 0.87% |
$16.2K - $18.3K
|
9.46K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
81+ 1.31% |
$16K - $18.1K
|
6.24K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
80+ 2.31% |
$15.8K - $17.9K
|
3.54K
$795K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
79+ 0.69% |
$15.6K - $17.7K
|
11.5K
$2.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
79+ 1.83% |
$15.6K - $17.7K
|
4.39K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
79+ 0.09% |
$15.6K - $17.7K
|
85.5K
$19.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
78+ 6.5% |
$15.4K - $17.4K
|
1.28K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
78+ 0.3% |
$15.4K - $17.4K
|
25.8K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
78+ 1.24% |
$15.4K - $17.4K
|
6.35K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 6.93% |
$15.2K - $17.2K
|
1.19K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
75+ 5.69% |
$14.8K - $16.8K
|
1.39K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$14.8K - $16.8K
|
75
$16.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
75+ 6.93% |
$14.8K - $16.8K
|
1.16K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
75+ 0.41% |
$14.8K - $16.8K
|
18.4K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
73+ 0.84% |
$14.4K - $16.3K
|
8.78K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
73+ 1.27% |
$14.4K - $16.3K
|
5.8K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
72+ 51.8% |
$14.2K - $16.1K
|
211
$47.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
72New |
$14.2K - $16.1K
|
72
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72+ 78.26% |
$14.2K - $16.1K
|
164
$36.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
70+ 3.17% |
$13.8K - $15.6K
|
2.28K
$512K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
67New |
$13.2K - $15K
|
67
$15.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
66+ 2.62% |
$13K - $14.7K
|
2.58K
$580K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
65New |
$12.8K - $14.5K
|
65
$14.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
65+ 4.41% |
$12.8K - $14.5K
|
1.54K
$346K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
63New |
$12.4K - $14.1K
|
63
$14.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
62+ 4.54% |
$12.2K - $13.9K
|
1.43K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
61+ 1.08% |
$12K - $13.6K
|
5.72K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
60+ 0.1% |
$11.8K - $13.4K
|
62.5K
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
60+ 230.77% |
$11.8K - $13.4K
|
86
$19.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
60+ 4.45% |
$11.8K - $13.4K
|
1.41K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
58+ 2.06% |
$11.4K - $13K
|
2.87K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
58+ 0.19% |
$11.4K - $13K
|
29.9K
$6.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
57+ 0.92% |
$11.2K - $12.7K
|
6.26K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
56+ 1.01% |
$11K - $12.5K
|
5.58K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
54+ 5.23% |
$10.6K - $12.1K
|
1.09K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
54+ 1.95% |
$10.6K - $12.1K
|
2.82K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
54+ 4.19% |
$10.6K - $12.1K
|
1.34K
$302K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 3.12% |
$10.4K - $11.8K
|
1.75K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 2.36% |
$10.4K - $11.8K
|
2.3K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 3.45% |
$10.4K - $11.8K
|
1.59K
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
52+ 0.96% |
$10.2K - $11.6K
|
5.45K
$1.22M
|