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 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-27- 15.52% |
$4.08K - $4.84K
|
147
$30.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 0.13% |
$4.08K - $4.84K
|
21K
$4.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-28- 1.43% |
$4.23K - $5.01K
|
1.93K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-29- 0.19% |
$4.39K - $5.19K
|
15K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-29- 12.55% |
$4.39K - $5.19K
|
202
$42.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 8.33% |
$4.54K - $5.37K
|
330
$69.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-30- 1.85% |
$4.54K - $5.37K
|
1.6K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30- 0.91% |
$4.54K - $5.37K
|
3.26K
$686K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-30- 1.73% |
$4.54K - $5.37K
|
1.7K
$357K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31- 0.52% |
$4.69K - $5.55K
|
5.97K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.74% |
$4.99K - $5.91K
|
4.4K
$925K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 0.63% |
$4.99K - $5.91K
|
5.22K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-33- 61.11% |
$4.99K - $5.91K
|
21
$4.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-34- 0.18% |
$5.14K - $6.09K
|
19.3K
$4.05M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-34- 0.61% |
$5.14K - $6.09K
|
5.52K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-34- 0.29% |
$5.14K - $6.09K
|
11.6K
$2.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-35- 1.59% |
$5.29K - $6.27K
|
2.17K
$457K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-35- 0.51% |
$5.29K - $6.27K
|
6.84K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-35- 1.85% |
$5.29K - $6.27K
|
1.86K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-36- 0.07% |
$5.44K - $6.45K
|
52.5K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-37- 0.2% |
$5.59K - $6.63K
|
18.2K
$3.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-39- 0.32% |
$5.9K - $6.98K
|
12.2K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-39- 1.48% |
$5.9K - $6.98K
|
2.6K
$546K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-40- 36.36% |
$6.05K - $7.16K
|
70
$14.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-40- 1.6% |
$6.05K - $7.16K
|
2.46K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-40- 1.54% |
$6.05K - $7.16K
|
2.55K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-40- 3.04% |
$6.05K - $7.16K
|
1.27K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-41- 0.1% |
$6.2K - $7.34K
|
39.4K
$8.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-43- 3.09% |
$6.5K - $7.7K
|
1.35K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 2.58% |
$6.5K - $7.7K
|
1.63K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-44- 2.97% |
$6.65K - $7.88K
|
1.44K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 2.48% |
$6.8K - $8.06K
|
1.77K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46Closed |
$6.96K - $8.24K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-47- 2.75% |
$7.11K - $8.42K
|
1.66K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-48- 1.08% |
$7.26K - $8.6K
|
4.38K
$920K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-49- 1.65% |
$7.41K - $8.78K
|
2.92K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-49- 0.32% |
$7.41K - $8.78K
|
15.4K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-49- 1.15% |
$7.41K - $8.78K
|
4.22K
$886K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50- 1.81% |
$7.56K - $8.96K
|
2.71K
$569K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-50- 2.98% |
$7.56K - $8.96K
|
1.63K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-50- 1.17% |
$7.56K - $8.96K
|
4.21K
$884K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.54% |
$7.56K - $8.96K
|
9.22K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-50- 3.46% |
$7.56K - $8.96K
|
1.4K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-53- 0.62% |
$8.01K - $9.49K
|
8.46K
$1.78M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-53- 1.33% |
$8.01K - $9.49K
|
3.92K
$824K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-54- 1.19% |
$8.17K - $9.67K
|
4.49K
$943K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-58- 2.14% |
$8.77K - $10.4K
|
2.65K
$556K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.2% |
$8.92K - $10.6K
|
4.86K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-59- 0.26% |
$8.92K - $10.6K
|
22.7K
$4.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-60- 0.63% |
$9.07K - $10.7K
|
9.45K
$1.99M
|