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 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
319New |
$48.2K - $57.1K
|
319
$67K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
319+ 0.36% |
$48.2K - $57.1K
|
89.6K
$18.8M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
312+ 17.73% |
$47.2K - $55.9K
|
2.07K
$435K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
312+ 5.86% |
$47.2K - $55.9K
|
5.64K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
311+ 10.81% |
$47K - $55.7K
|
3.19K
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
308+ 8.66% |
$46.6K - $55.2K
|
3.86K
$812K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
307+ 20.16% |
$46.4K - $55K
|
1.83K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300+ 89.82% |
$45.4K - $53.7K
|
634
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
296+ 1.3% |
$44.8K - $53K
|
23K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
291New |
$44K - $52.1K
|
291
$61.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
289+ 15.7% |
$43.7K - $51.8K
|
2.13K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
287+ 2.65% |
$43.4K - $51.4K
|
11.1K
$2.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
285+ 3.55% |
$43.1K - $51K
|
8.32K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
285+ 1.14% |
$43.1K - $51K
|
25.3K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
BUY
|
- |
284+ 0.63% |
$42.9K - $50.9K
|
45.3K
$9.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
281+ 7.6% |
$42.5K - $50.3K
|
3.98K
$836K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
280+ 0.85% |
$42.3K - $50.1K
|
33.3K
$6.99M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
280New |
$42.3K - $50.1K
|
280
$58.8K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
280New |
$42.3K - $50.1K
|
280
$58.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
278+ 1.56% |
$42K - $49.8K
|
18.1K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
276+ 6.31% |
$41.7K - $49.4K
|
4.65K
$977K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
273+ 9.94% |
$41.3K - $48.9K
|
3.02K
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
271+ 2.37% |
$41K - $48.5K
|
11.7K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
271+ 6.56% |
$41K - $48.5K
|
4.4K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
269+ 19.13% |
$40.7K - $48.2K
|
1.68K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
264+ 19.13% |
$39.9K - $47.3K
|
1.64K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
261+ 20.45% |
$39.5K - $46.7K
|
1.54K
$323K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
252+ 2.13% |
$38.1K - $45.1K
|
12.1K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
250+ 106.38% |
$37.8K - $44.8K
|
485
$102K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
250+ 8.7% |
$37.8K - $44.8K
|
3.13K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
250New |
$37.8K - $44.8K
|
250
$52.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
243+ 5.39% |
$36.7K - $43.5K
|
4.75K
$999K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
236+ 2.46% |
$35.7K - $42.3K
|
9.85K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
235+ 13.39% |
$35.5K - $42.1K
|
1.99K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
229+ 0.68% |
$34.6K - $41K
|
34K
$7.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
227+ 1.68% |
$34.3K - $40.7K
|
13.7K
$2.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
225+ 8.14% |
$34K - $40.3K
|
2.99K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
224+ 1.23% |
$33.9K - $40.1K
|
18.4K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
223+ 9.79% |
$33.7K - $39.9K
|
2.5K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
222+ 0.7% |
$33.6K - $39.8K
|
32.1K
$6.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
220+ 1.93% |
$33.3K - $39.4K
|
11.6K
$2.44M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
219+ 6.21% |
$33.1K - $39.2K
|
3.74K
$787K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
216+ 5.29% |
$32.7K - $38.7K
|
4.3K
$903K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
213+ 1.54% |
$32.2K - $38.1K
|
14K
$2.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
211+ 5.56% |
$31.9K - $37.8K
|
4K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
211+ 0.12% |
$31.9K - $37.8K
|
176K
$37M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
211New |
$31.9K - $37.8K
|
211
$44.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
210+ 0.25% |
$31.8K - $37.6K
|
85.2K
$17.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
209+ 0.71% |
$31.6K - $37.4K
|
29.7K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
209+ 13.23% |
$31.6K - $37.4K
|
1.79K
$376K
|