Purchases and Sales Made in Q4 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
819+ 7.04% |
$124K - $147K
|
12.5K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
801+ 27.35% |
$121K - $143K
|
3.73K
$784K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
800+ 44.17% |
$121K - $143K
|
2.61K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
788+ 48.88% |
$119K - $141K
|
2.4K
$504K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
780+ 0.56% |
$118K - $140K
|
139K
$29.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
777+ 8.88% |
$117K - $139K
|
9.53K
$2M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
775New |
$117K - $139K
|
775
$163K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
765+ 23.32% |
$116K - $137K
|
4.05K
$850K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
759+ 8.06% |
$115K - $136K
|
10.2K
$2.14M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
751+ 15.98% |
$114K - $135K
|
5.45K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
723+ 31.96% |
$109K - $129K
|
2.99K
$627K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
721+ 4.69% |
$109K - $129K
|
16.1K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
716+ 8.8% |
$108K - $128K
|
8.85K
$1.86M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
710+ 18.93% |
$107K - $127K
|
4.46K
$937K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
694New |
$105K - $124K
|
694
$146K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
679+ 8.17% |
$103K - $122K
|
8.99K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
678+ 34.73% |
$103K - $121K
|
2.63K
$553K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
671+ 49.05% |
$101K - $120K
|
2.04K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
670+ 8.38% |
$101K - $120K
|
8.66K
$1.82M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
667+ 0.66% |
$101K - $119K
|
102K
$21.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
657+ 9.69% |
$99.3K - $118K
|
7.44K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
651+ 17.54% |
$98.4K - $117K
|
4.36K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
647New |
$97.8K - $116K
|
647
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
646+ 14.7% |
$97.7K - $116K
|
5.04K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
637+ 14.99% |
$96.3K - $114K
|
4.89K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
624+ 1.1% |
$94.4K - $112K
|
57.6K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
618New |
$93.4K - $111K
|
618
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
618+ 0.63% |
$93.4K - $111K
|
98.7K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
607+ 0.4% |
$91.8K - $109K
|
152K
$31.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
599+ 3.54% |
$90.6K - $107K
|
17.5K
$3.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
595+ 1700.0% |
$90K - $107K
|
630
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
592+ 1.91% |
$89.5K - $106K
|
31.7K
$6.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
591+ 14.06% |
$89.4K - $106K
|
4.79K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
584+ 3.8% |
$88.3K - $105K
|
16K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
584+ 39.14% |
$88.3K - $105K
|
2.08K
$436K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
583New |
$88.2K - $104K
|
583
$122K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
580+ 12.38% |
$87.7K - $104K
|
5.27K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
580+ 3.61% |
$87.7K - $104K
|
16.7K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
577+ 41.45% |
$87.2K - $103K
|
1.97K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
563New |
$85.1K - $101K
|
563
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
557+ 23.12% |
$84.2K - $99.8K
|
2.97K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
556+ 7.06% |
$84.1K - $99.6K
|
8.44K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
550New |
$83.2K - $98.5K
|
550
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
548+ 1.42% |
$82.9K - $98.1K
|
39.2K
$8.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
548New |
$82.9K - $98.1K
|
548
$115K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
539+ 1.37% |
$81.5K - $96.5K
|
39.9K
$8.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
539+ 4.72% |
$81.5K - $96.5K
|
12K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
537+ 4.66% |
$81.2K - $96.2K
|
12.1K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
536+ 5.86% |
$81K - $96K
|
9.68K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
517+ 16.56% |
$78.2K - $92.6K
|
3.64K
$765K
|