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 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.08% |
$197 - $223
|
1.27K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.03% |
$197 - $223
|
32
$7.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1- 0.07% |
$197 - $223
|
1.48K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$197 - $223
|
3.02K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 1.09% |
$197 - $223
|
91
$20.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2- 0.07% |
$394 - $447
|
2.77K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2- 0.04% |
$394 - $447
|
5.46K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2- 0.1% |
$394 - $447
|
1.95K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.03% |
$394 - $447
|
6.72K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2- 0.03% |
$394 - $447
|
7.31K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 8.33% |
$591 - $670
|
33
$7.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3- 0.08% |
$591 - $670
|
3.56K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.53% |
$591 - $670
|
563
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3- 0.02% |
$591 - $670
|
16.3K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3- 0.21% |
$591 - $670
|
1.4K
$315K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4- 0.06% |
$788 - $894
|
6.82K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.41% |
$788 - $894
|
963
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4- 0.11% |
$788 - $894
|
3.68K
$826K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4- 6.06% |
$788 - $894
|
62
$13.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5- 0.15% |
$985 - $1.12K
|
3.35K
$752K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.25% |
$985 - $1.12K
|
2.02K
$454K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.23% |
$985 - $1.12K
|
2.14K
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5- 0.11% |
$985 - $1.12K
|
4.63K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.18% |
$985 - $1.12K
|
2.74K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 0.14% |
$985 - $1.12K
|
3.65K
$819K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 0.04% |
$985 - $1.12K
|
11.8K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$985 - $1.12K
|
2.47K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5- 0.3% |
$985 - $1.12K
|
1.67K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6- 2.82% |
$1.18K - $1.34K
|
207
$46.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-6- 0.36% |
$1.18K - $1.34K
|
1.65K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-6- 0.18% |
$1.18K - $1.34K
|
3.29K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-6- 0.35% |
$1.18K - $1.34K
|
1.72K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.18% |
$1.38K - $1.56K
|
3.97K
$892K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7- 0.55% |
$1.38K - $1.56K
|
1.27K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-8- 0.8% |
$1.58K - $1.79K
|
998
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.22% |
$1.58K - $1.79K
|
3.64K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 4.42% |
$1.58K - $1.79K
|
173
$38.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.47% |
$1.58K - $1.79K
|
1.7K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-9- 0.14% |
$1.77K - $2.01K
|
6.4K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-9- 0.22% |
$1.77K - $2.01K
|
4.08K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-9- 0.2% |
$1.77K - $2.01K
|
4.48K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9- 0.69% |
$1.77K - $2.01K
|
1.3K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.5% |
$1.97K - $2.23K
|
1.99K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-10- 0.43% |
$1.97K - $2.23K
|
2.31K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 0.8% |
$1.97K - $2.23K
|
1.24K
$280K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 1.54% |
$1.97K - $2.23K
|
638
$143K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-10- 0.52% |
$1.97K - $2.23K
|
1.92K
$432K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.39% |
$1.97K - $2.23K
|
2.53K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12- 0.18% |
$2.36K - $2.68K
|
6.73K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12- 0.09% |
$2.36K - $2.68K
|
13.4K
$3M
|