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 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-12- 0.36% |
$2.36K - $2.68K
|
3.36K
$756K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-12- 0.43% |
$2.36K - $2.68K
|
2.76K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13- 0.02% |
$2.56K - $2.9K
|
55.9K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-14- 0.55% |
$2.76K - $3.13K
|
2.55K
$574K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-15- 1.43% |
$2.95K - $3.35K
|
1.03K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-15- 0.81% |
$2.95K - $3.35K
|
1.84K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$2.95K - $3.35K
|
17.6K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-16- 0.26% |
$3.15K - $3.58K
|
6.08K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16- 0.22% |
$3.15K - $3.58K
|
7.15K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 0.66% |
$3.35K - $3.8K
|
2.56K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-18- 1.77% |
$3.55K - $4.02K
|
1K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-18- 51.43% |
$3.55K - $4.02K
|
17
$3.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-19- 0.94% |
$3.74K - $4.25K
|
2K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-19- 0.71% |
$3.74K - $4.25K
|
2.67K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-20- 0.8% |
$3.94K - $4.47K
|
2.49K
$559K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-20- 2.03% |
$3.94K - $4.47K
|
967
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 0.66% |
$3.94K - $4.47K
|
3K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 0.51% |
$3.94K - $4.47K
|
3.91K
$878K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-22- 33.33% |
$4.33K - $4.92K
|
44
$9.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-22- 0.34% |
$4.33K - $4.92K
|
6.41K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-22- 1.71% |
$4.33K - $4.92K
|
1.27K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24- 0.61% |
$4.73K - $5.36K
|
3.91K
$878K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-24- 0.29% |
$4.73K - $5.36K
|
8.2K
$1.84M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-24- 8.92% |
$4.73K - $5.36K
|
245
$55.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-25- 0.12% |
$4.92K - $5.59K
|
21.2K
$4.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-25- 1.01% |
$4.92K - $5.59K
|
2.46K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 2.01% |
$4.92K - $5.59K
|
1.22K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.93% |
$4.92K - $5.59K
|
2.67K
$601K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.87% |
$4.92K - $5.59K
|
2.85K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 0.93% |
$4.92K - $5.59K
|
2.65K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.27% |
$4.92K - $5.59K
|
9.2K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 7.67% |
$5.12K - $5.81K
|
313
$70.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-26- 0.31% |
$5.12K - $5.81K
|
8.36K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26- 0.94% |
$5.12K - $5.81K
|
2.74K
$616K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-27- 5.19% |
$5.32K - $6.03K
|
493
$111K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-28- 1.0% |
$5.51K - $6.26K
|
2.77K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-28- 0.68% |
$5.51K - $6.26K
|
4.11K
$924K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-28- 1.85% |
$5.51K - $6.26K
|
1.49K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.32% |
$5.51K - $6.26K
|
8.64K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-29- 0.16% |
$5.71K - $6.48K
|
18.2K
$4.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29- 11.42% |
$5.71K - $6.48K
|
225
$50.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-29- 1.2% |
$5.71K - $6.48K
|
2.39K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-29- 1.35% |
$5.71K - $6.48K
|
2.12K
$475K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-30- 1.37% |
$5.91K - $6.7K
|
2.15K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-30- 1.31% |
$5.91K - $6.7K
|
2.27K
$510K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.73% |
$5.91K - $6.7K
|
4.09K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-31- 0.43% |
$6.11K - $6.93K
|
7.24K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-31- 1.47% |
$6.11K - $6.93K
|
2.07K
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-32- 2.35% |
$6.3K - $7.15K
|
1.33K
$299K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-32- 20.65% |
$6.3K - $7.15K
|
123
$27.6K
|