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 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
515+ 45.78% |
$77.9K - $92.2K
|
1.64K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
514+ 12.9% |
$77.7K - $92.1K
|
4.5K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
514+ 0.42% |
$77.7K - $92.1K
|
122K
$25.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
509+ 3.47% |
$77K - $91.2K
|
15.2K
$3.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
509+ 2.88% |
$77K - $91.2K
|
18.2K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
504+ 72.94% |
$76.2K - $90.3K
|
1.2K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
501+ 9.58% |
$75.8K - $89.7K
|
5.73K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
501+ 6.97% |
$75.8K - $89.7K
|
7.69K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
500+ 13.25% |
$75.6K - $89.6K
|
4.28K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.71% |
$75.6K - $89.6K
|
70.5K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$75.6K - $89.6K
|
500
$105K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
500+ 13.23% |
$75.6K - $89.6K
|
4.28K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
499+ 10.98% |
$75.5K - $89.4K
|
5.04K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
498+ 2.68% |
$75.3K - $89.2K
|
19.1K
$4.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
488+ 34.49% |
$73.8K - $87.4K
|
1.9K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
478+ 2.29% |
$72.3K - $85.6K
|
21.3K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
475New |
$71.8K - $85.1K
|
475
$99.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
472+ 8.41% |
$71.4K - $84.5K
|
6.08K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
470+ 19.48% |
$71.1K - $84.2K
|
2.88K
$606K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
465+ 5.2% |
$70.3K - $83.3K
|
9.41K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
459+ 5.91% |
$69.4K - $82.2K
|
8.23K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
456+ 8.1% |
$69K - $81.7K
|
6.09K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
455+ 6.09% |
$68.8K - $81.5K
|
7.92K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
447+ 1.7% |
$67.6K - $80.1K
|
26.7K
$5.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
438+ 69.19% |
$66.2K - $78.4K
|
1.07K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
434+ 2.42% |
$65.6K - $77.7K
|
18.4K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
433+ 26.19% |
$65.5K - $77.6K
|
2.09K
$438K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
417+ 3.23% |
$63.1K - $74.7K
|
13.3K
$2.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
414+ 3.74% |
$62.6K - $74.1K
|
11.5K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
412+ 3.67% |
$62.3K - $73.8K
|
11.6K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
406+ 1.66% |
$61.4K - $72.7K
|
24.8K
$5.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
400+ 4.55% |
$60.5K - $71.6K
|
9.2K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
399+ 3.85% |
$60.3K - $71.5K
|
10.8K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
397+ 5.99% |
$60K - $71.1K
|
7.03K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
392+ 0.7% |
$59.3K - $70.2K
|
56.7K
$11.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
386+ 6.41% |
$58.4K - $69.1K
|
6.41K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
386+ 12.87% |
$58.4K - $69.1K
|
3.39K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
382+ 4.84% |
$57.8K - $68.4K
|
8.27K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
381+ 3.21% |
$57.6K - $68.2K
|
12.2K
$2.57M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
370+ 16.86% |
$55.9K - $66.3K
|
2.56K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
362+ 1.67% |
$54.7K - $64.8K
|
22K
$4.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
343+ 10.65% |
$51.9K - $61.4K
|
3.56K
$749K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
335+ 1.16% |
$50.7K - $60K
|
29.3K
$6.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
332+ 5.54% |
$50.2K - $59.5K
|
6.32K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
332+ 173.82% |
$50.2K - $59.5K
|
523
$110K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
331New |
$50.1K - $59.3K
|
331
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
331+ 6.16% |
$50.1K - $59.3K
|
5.71K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
330+ 10.05% |
$49.9K - $59.1K
|
3.61K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
330New |
$49.9K - $59.1K
|
330
$69.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
319+ 0.39% |
$48.2K - $57.1K
|
83K
$17.4M
|