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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
28+ 0.0% |
$4.23K - $5.01K
|
36.2M
$7.6B
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.31% |
$3.93K - $4.66K
|
8.36K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
26+ 0.59% |
$3.93K - $4.66K
|
4.42K
$929K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 14.05% |
$3.93K - $4.66K
|
211
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
26+ 0.37% |
$3.93K - $4.66K
|
7.13K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 2.96% |
$3.48K - $4.12K
|
801
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23New |
$3.48K - $4.12K
|
23
$4.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23New |
$3.48K - $4.12K
|
23
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23New |
$3.48K - $4.12K
|
23
$4.83K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$3.48K - $4.12K
|
23
$4.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
22+ 10.48% |
$3.33K - $3.94K
|
232
$48.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
22+ 0.57% |
$3.33K - $3.94K
|
3.88K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
21+ 0.09% |
$3.18K - $3.76K
|
23.4K
$4.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 2.89% |
$3.02K - $3.58K
|
713
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
20+ 0.13% |
$3.02K - $3.58K
|
15.5K
$3.26M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
20+ 0.68% |
$3.02K - $3.58K
|
2.94K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 1.61% |
$2.87K - $3.4K
|
1.2K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19+ 0.48% |
$2.87K - $3.4K
|
4.02K
$844K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19+ 1.24% |
$2.87K - $3.4K
|
1.56K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18+ 1.21% |
$2.72K - $3.22K
|
1.5K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.27% |
$2.72K - $3.22K
|
6.65K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17New |
$2.57K - $3.04K
|
17
$3.57K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.19% |
$2.42K - $2.87K
|
8.34K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 0.99% |
$2.27K - $2.69K
|
1.53K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$2.27K - $2.69K
|
15
$3.15K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15+ 0.55% |
$2.27K - $2.69K
|
2.74K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
15New |
$2.27K - $2.69K
|
15
$3.15K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
14+ 0.72% |
$2.12K - $2.51K
|
1.96K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
13+ 0.85% |
$1.97K - $2.33K
|
1.55K
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
13+ 0.3% |
$1.97K - $2.33K
|
4.35K
$913K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
12+ 0.8% |
$1.81K - $2.15K
|
1.51K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.22% |
$1.81K - $2.15K
|
5.57K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10+ 0.22% |
$1.51K - $1.79K
|
4.49K
$944K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10+ 0.39% |
$1.51K - $1.79K
|
2.55K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10+ 0.01% |
$1.51K - $1.79K
|
199K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
10+ 0.01% |
$1.51K - $1.79K
|
163K
$34.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
9New |
$1.36K - $1.61K
|
9
$1.89K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
8+ 0.57% |
$1.21K - $1.43K
|
1.42K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$1.21K - $1.43K
|
2.38K
$499K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.68% |
$1.21K - $1.43K
|
1.18K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8+ 0.12% |
$1.21K - $1.43K
|
6.68K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8+ 0.37% |
$1.21K - $1.43K
|
2.15K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
8+ 0.38% |
$1.21K - $1.43K
|
2.13K
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7+ 0.34% |
$1.06K - $1.25K
|
2.06K
$432K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.43% |
$1.06K - $1.25K
|
1.65K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.38% |
$1.06K - $1.25K
|
1.87K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7+ 0.22% |
$1.06K - $1.25K
|
3.26K
$685K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7+ 0.26% |
$1.06K - $1.25K
|
2.66K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
7+ 0.28% |
$1.06K - $1.25K
|
2.51K
$527K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 20.69% |
$907 - $1.07K
|
35
$7.35K
|