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 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
62+ 1.78% |
$9.38K - $11.1K
|
3.54K
$779K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
61New |
$9.22K - $10.9K
|
61
$13.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
60+ 2.6% |
$9.07K - $10.7K
|
2.37K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
60+ 2.34% |
$9.07K - $10.7K
|
2.62K
$577K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
59New |
$8.92K - $10.6K
|
59
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
59+ 3.36% |
$8.92K - $10.6K
|
1.82K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
58New |
$8.77K - $10.4K
|
58
$12.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
57+ 1.68% |
$8.62K - $10.2K
|
3.46K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
57+ 1.03% |
$8.62K - $10.2K
|
5.59K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
56+ 2.92% |
$8.47K - $10K
|
1.97K
$435K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
56+ 5600.0% |
$8.47K - $10K
|
57
$12.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
55+ 7.28% |
$8.32K - $9.85K
|
810
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
55+ 3.44% |
$8.32K - $9.85K
|
1.65K
$364K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
55+ 7.28% |
$8.32K - $9.85K
|
810
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53New |
$8.01K - $9.49K
|
53
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
53+ 38.69% |
$8.01K - $9.49K
|
190
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
53+ 0.89% |
$8.01K - $9.49K
|
6.02K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 8.15% |
$7.86K - $9.31K
|
690
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
51+ 3.09% |
$7.71K - $9.13K
|
1.7K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 2.89% |
$7.56K - $8.96K
|
1.78K
$393K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50+ 100.0% |
$7.56K - $8.96K
|
100
$22K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
49+ 0.86% |
$7.41K - $8.78K
|
5.76K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
48+ 2.55% |
$7.26K - $8.6K
|
1.93K
$425K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
48+ 0.14% |
$7.26K - $8.6K
|
33.5K
$7.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
47New |
$7.11K - $8.42K
|
47
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
46+ 1.48% |
$6.96K - $8.24K
|
3.16K
$695K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
45+ 1.4% |
$6.8K - $8.06K
|
3.26K
$718K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
43+ 0.3% |
$6.5K - $7.7K
|
14.3K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
42+ 1.04% |
$6.35K - $7.52K
|
4.08K
$899K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
41+ 0.11% |
$6.2K - $7.34K
|
37.1K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
41+ 1.39% |
$6.2K - $7.34K
|
3K
$660K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40+ 400.0% |
$6.05K - $7.16K
|
50
$11K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 1.26% |
$5.9K - $6.98K
|
3.14K
$692K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
39+ 0.27% |
$5.9K - $6.98K
|
14.3K
$3.15M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 0.52% |
$5.75K - $6.81K
|
7.38K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
38+ 0.64% |
$5.75K - $6.81K
|
5.99K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37+ 30.58% |
$5.59K - $6.63K
|
158
$34.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
37+ 0.7% |
$5.59K - $6.63K
|
5.34K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
37New |
$5.59K - $6.63K
|
37
$8.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36+ 0.86% |
$5.44K - $6.45K
|
4.22K
$930K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 2.52% |
$5.44K - $6.45K
|
1.47K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
35+ 1.81% |
$5.29K - $6.27K
|
1.97K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
35+ 0.54% |
$5.29K - $6.27K
|
6.57K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 0.54% |
$5.14K - $6.09K
|
6.29K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34+ 1.13% |
$5.14K - $6.09K
|
3.04K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
34New |
$5.14K - $6.09K
|
34
$7.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33+ 1.93% |
$4.99K - $5.91K
|
1.74K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31+ 2.94% |
$4.69K - $5.55K
|
1.09K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
31+ 1.56% |
$4.69K - $5.55K
|
2.02K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
30+ 0.12% |
$4.54K - $5.37K
|
24.8K
$5.45M
|