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 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-60- 1.4% |
$9.07K - $10.7K
|
4.23K
$887K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-61- 0.45% |
$9.22K - $10.9K
|
13.6K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-61- 4.02% |
$9.22K - $10.9K
|
1.46K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-61- 7.49% |
$9.22K - $10.9K
|
753
$158K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-62- 1.12% |
$9.38K - $11.1K
|
5.46K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-62- 0.63% |
$9.38K - $11.1K
|
9.8K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-62- 3.01% |
$9.38K - $11.1K
|
2K
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-64- 2.44% |
$9.68K - $11.5K
|
2.56K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-64- 2.04% |
$9.68K - $11.5K
|
3.08K
$645K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-68- 1.31% |
$10.3K - $12.2K
|
5.11K
$1.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-71- 1.6% |
$10.7K - $12.7K
|
4.38K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-71- 1.01% |
$10.7K - $12.7K
|
6.99K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-72- 1.14% |
$10.9K - $12.9K
|
6.24K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-73- 0.72% |
$11K - $13.1K
|
10.1K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-74- 0.2% |
$11.2K - $13.3K
|
36.1K
$7.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.34% |
$11.3K - $13.4K
|
22K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-75- 5.23% |
$11.3K - $13.4K
|
1.36K
$284K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-76- 2.5% |
$11.5K - $13.6K
|
2.97K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-76- 3.55% |
$11.5K - $13.6K
|
2.06K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-76- 1.07% |
$11.5K - $13.6K
|
7.04K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-77- 1.09% |
$11.6K - $13.8K
|
6.96K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-78- 0.36% |
$11.8K - $14K
|
21.8K
$4.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-79- 5.55% |
$11.9K - $14.1K
|
1.35K
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-80- 2.35% |
$12.1K - $14.3K
|
3.33K
$697K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-82- 1.84% |
$12.4K - $14.7K
|
4.38K
$918K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-83- 2.37% |
$12.6K - $14.9K
|
3.42K
$715K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-84- 0.66% |
$12.7K - $15K
|
12.7K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-85- 3.89% |
$12.9K - $15.2K
|
2.1K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-86- 5.43% |
$13K - $15.4K
|
1.5K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-88- 0.22% |
$13.3K - $15.8K
|
39.5K
$8.27M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-89- 3.2% |
$13.5K - $15.9K
|
2.69K
$563K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-91- 0.12% |
$13.8K - $16.3K
|
74.2K
$15.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-92- 1.33% |
$13.9K - $16.5K
|
6.8K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-92- 4.75% |
$13.9K - $16.5K
|
1.85K
$386K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-95- 3.58% |
$14.4K - $17K
|
2.56K
$537K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 1.11% |
$14.4K - $17K
|
8.47K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-97- 1.65% |
$14.7K - $17.4K
|
5.8K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-97- 0.89% |
$14.7K - $17.4K
|
10.8K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.52% |
$15.1K - $17.9K
|
3.87K
$809K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-100- 1.69% |
$15.1K - $17.9K
|
5.83K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 6.9% |
$15.1K - $17.9K
|
1.35K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$15.1K - $17.9K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 0.81% |
$15.1K - $17.9K
|
12.3K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.68% |
$15.1K - $17.9K
|
2.62K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.68% |
$15.1K - $17.9K
|
2.62K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100- 33.0% |
$15.1K - $17.9K
|
203
$42.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-100- 2.69% |
$15.1K - $17.9K
|
3.62K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-101- 2.63% |
$15.3K - $18.1K
|
3.73K
$782K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-104- 0.29% |
$15.7K - $18.6K
|
35.2K
$7.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-105- 0.65% |
$15.9K - $18.8K
|
16.1K
$3.36M
|