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 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
30+ 1.08% |
$5.91K - $6.7K
|
2.82K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
30+ 3.05% |
$5.91K - $6.7K
|
1.01K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
29+ 0.08% |
$5.71K - $6.48K
|
35K
$7.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 0.19% |
$5.71K - $6.48K
|
15.3K
$3.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 2.89% |
$5.51K - $6.26K
|
997
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27+ 1.72% |
$5.32K - $6.03K
|
1.59K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
27New |
$5.32K - $6.03K
|
27
$6.07K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
26+ 1.58% |
$5.12K - $5.81K
|
1.67K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
26+ 1.25% |
$5.12K - $5.81K
|
2.1K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.85% |
$5.12K - $5.81K
|
3.08K
$693K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 0.47% |
$4.92K - $5.59K
|
5.31K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25+ 71.43% |
$4.92K - $5.59K
|
60
$13.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
24+ 0.78% |
$4.73K - $5.36K
|
3.09K
$694K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24+ 0.34% |
$4.73K - $5.36K
|
7.11K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
24+ 1.27% |
$4.73K - $5.36K
|
1.91K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
24+ 2.16% |
$4.73K - $5.36K
|
1.14K
$255K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 100.0% |
$4.53K - $5.14K
|
46
$10.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.79% |
$4.53K - $5.14K
|
2.93K
$659K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
23+ 0.15% |
$4.53K - $5.14K
|
15.7K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
23+ 0.1% |
$4.53K - $5.14K
|
23.1K
$5.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
22+ 0.27% |
$4.33K - $4.92K
|
8.17K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21+ 1.05% |
$4.14K - $4.69K
|
2.02K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
20+ 0.17% |
$3.94K - $4.47K
|
12K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
20+ 2.02% |
$3.94K - $4.47K
|
1.01K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
20New |
$3.94K - $4.47K
|
20
$4.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 1.16% |
$3.94K - $4.47K
|
1.75K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.07% |
$3.94K - $4.47K
|
27.8K
$6.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 2.77% |
$3.74K - $4.25K
|
706
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
19+ 1.13% |
$3.74K - $4.25K
|
1.7K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 0.14% |
$3.74K - $4.25K
|
13.2K
$2.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 1.74% |
$3.55K - $4.02K
|
1.05K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.25% |
$3.55K - $4.02K
|
1.45K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 3.5% |
$3.35K - $3.8K
|
503
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$3.35K - $3.8K
|
6.69K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17+ 0.49% |
$3.35K - $3.8K
|
3.47K
$779K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 1.02% |
$3.15K - $3.58K
|
1.58K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.16% |
$3.15K - $3.58K
|
1.4K
$314K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16+ 0.38% |
$3.15K - $3.58K
|
4.19K
$942K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.09% |
$2.95K - $3.35K
|
17.1K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 0.27% |
$2.95K - $3.35K
|
5.63K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 5.15% |
$2.95K - $3.35K
|
306
$68.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.98% |
$2.76K - $3.13K
|
1.45K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14+ 1.13% |
$2.76K - $3.13K
|
1.25K
$281K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
13+ 0.7% |
$2.56K - $2.9K
|
1.86K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$2.56K - $2.9K
|
3.24K
$727K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.78% |
$2.56K - $2.9K
|
1.68K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.21% |
$2.36K - $2.68K
|
1K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.36K - $2.68K
|
988
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.46% |
$2.36K - $2.68K
|
2.6K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 1.11% |
$2.36K - $2.68K
|
1.09K
$246K
|