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 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-85- 1.14% |
$16.7K - $19K
|
7.38K
$1.66M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-85- 4.79% |
$16.7K - $19K
|
1.69K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-86- 4.14% |
$16.9K - $19.2K
|
1.99K
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-88- 7.22% |
$17.3K - $19.7K
|
1.13K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-88- 1.43% |
$17.3K - $19.7K
|
6.05K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.29% |
$17.7K - $20.1K
|
31.2K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-90- 1.02% |
$17.7K - $20.1K
|
8.72K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 5.35% |
$17.9K - $20.3K
|
1.61K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-91- 1.26% |
$17.9K - $20.3K
|
7.13K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-96- 1.01% |
$18.9K - $21.5K
|
9.41K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-96- 0.09% |
$18.9K - $21.5K
|
104K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-98- 1.99% |
$19.3K - $21.9K
|
4.84K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-98- 6.12% |
$19.3K - $21.9K
|
1.5K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-99- 2.35% |
$19.5K - $22.1K
|
4.12K
$926K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-99- 1.48% |
$19.5K - $22.1K
|
6.58K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-99- 2.29% |
$19.5K - $22.1K
|
4.23K
$951K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 0.38% |
$19.7K - $22.3K
|
26.2K
$5.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-100- 2.62% |
$19.7K - $22.3K
|
3.72K
$837K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-100- 6.76% |
$19.7K - $22.3K
|
1.38K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-100- 1.9% |
$19.7K - $22.3K
|
5.16K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$19.7K - $22.3K
|
13.4K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-100- 3.11% |
$19.7K - $22.3K
|
3.12K
$701K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-100- 1.6% |
$19.7K - $22.3K
|
6.16K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-101- 0.89% |
$19.9K - $22.6K
|
11.2K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-101- 2.1% |
$19.9K - $22.6K
|
4.71K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-101- 1.76% |
$19.9K - $22.6K
|
5.65K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-104- 1.16% |
$20.5K - $23.2K
|
8.83K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-105- 1.67% |
$20.7K - $23.5K
|
6.19K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-106- 1.11% |
$20.9K - $23.7K
|
9.45K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 1.69% |
$21.5K - $24.4K
|
6.34K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.31% |
$21.5K - $24.4K
|
8.24K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-110- 0.38% |
$21.7K - $24.6K
|
28.5K
$6.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-110- 0.13% |
$21.7K - $24.6K
|
85.4K
$19.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-111- 2.93% |
$21.9K - $24.8K
|
3.68K
$827K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-114- 1.42% |
$22.5K - $25.5K
|
7.93K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-115- 0.14% |
$22.7K - $25.7K
|
83.3K
$18.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-115- 3.85% |
$22.7K - $25.7K
|
2.87K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-115- 0.15% |
$22.7K - $25.7K
|
78.2K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-116- 4.9% |
$22.8K - $25.9K
|
2.25K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-120- 0.56% |
$23.6K - $26.8K
|
21.4K
$4.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-121- 4.24% |
$23.8K - $27K
|
2.73K
$614K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-121- 1.72% |
$23.8K - $27K
|
6.93K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-122- 10.42% |
$24K - $27.3K
|
1.05K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-123- 0.44% |
$24.2K - $27.5K
|
27.9K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-123- 1.62% |
$24.2K - $27.5K
|
7.49K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-124- 2.8% |
$24.4K - $27.7K
|
4.31K
$970K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-125- 2.33% |
$24.6K - $27.9K
|
5.23K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-125- 6.09% |
$24.6K - $27.9K
|
1.93K
$434K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-126- 7.89% |
$24.8K - $28.2K
|
1.47K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-130- 11.15% |
$25.6K - $29K
|
1.04K
$233K
|