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 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 1.02% |
$2.17K - $2.46K
|
1.09K
$245K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10+ 0.08% |
$1.97K - $2.23K
|
13.2K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.15% |
$1.97K - $2.23K
|
6.77K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.22% |
$1.77K - $2.01K
|
4.03K
$907K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9+ 0.08% |
$1.77K - $2.01K
|
10.8K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
9+ 0.76% |
$1.77K - $2.01K
|
1.19K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.77K - $2.01K
|
3.06K
$687K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.49% |
$1.58K - $1.79K
|
1.64K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.11% |
$1.58K - $1.79K
|
7.36K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 0.73% |
$1.58K - $1.79K
|
1.1K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.58K - $1.79K
|
5.6K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$1.58K - $1.79K
|
1.01K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.13% |
$1.58K - $1.79K
|
5.98K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 2.86% |
$1.58K - $1.79K
|
288
$64.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$1.58K - $1.79K
|
8
$1.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.81% |
$1.58K - $1.79K
|
999
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8+ 0.51% |
$1.58K - $1.79K
|
1.56K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8+ 0.39% |
$1.58K - $1.79K
|
2.05K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.58K - $1.79K
|
70
$15.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.37% |
$1.38K - $1.56K
|
1.89K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
7+ 0.12% |
$1.38K - $1.56K
|
5.81K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.72% |
$1.38K - $1.56K
|
982
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7+ 0.19% |
$1.38K - $1.56K
|
3.73K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.22% |
$1.38K - $1.56K
|
3.14K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.06% |
$1.38K - $1.56K
|
12.4K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.36% |
$1.18K - $1.34K
|
1.67K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.52% |
$1.18K - $1.34K
|
1.17K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.18K - $1.34K
|
1.11K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.35K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 1.69% |
$1.18K - $1.34K
|
360
$80.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.35K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.34K
|
5.21K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.58% |
$1.18K - $1.34K
|
1.05K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$985 - $1.12K
|
8.81K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.5% |
$985 - $1.12K
|
1.01K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 0.74% |
$985 - $1.12K
|
680
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5New |
$985 - $1.12K
|
5
$1.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.14% |
$985 - $1.12K
|
445
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 100.0% |
$985 - $1.12K
|
10
$2.25K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.19% |
$788 - $894
|
2.07K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$788 - $894
|
1.29K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$788 - $894
|
1.97K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.38% |
$788 - $894
|
1.04K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.39% |
$788 - $894
|
1.02K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.34% |
$788 - $894
|
1.19K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.25% |
$591 - $670
|
1.23K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.07% |
$591 - $670
|
4.12K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 5.17% |
$591 - $670
|
61
$13.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3+ 0.24% |
$591 - $670
|
1.25K
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$591 - $670
|
3.25K
$730K
|