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 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-234- 1.01% |
$35.4K - $41.9K
|
23K
$4.81M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-235- 7.25% |
$35.5K - $42.1K
|
3.01K
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 4.51% |
$35.8K - $42.4K
|
5.02K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-239- 0.68% |
$36.1K - $42.8K
|
35K
$7.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-241- 1.48% |
$36.4K - $43.2K
|
16K
$3.35M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-241- 10.53% |
$36.4K - $43.2K
|
2.05K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-245- 0.39% |
$37K - $43.9K
|
62.4K
$13.1M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-248- 15.16% |
$37.5K - $44.4K
|
1.39K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-250- 11.36% |
$37.8K - $44.8K
|
1.95K
$408K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-254- 2.27% |
$38.4K - $45.5K
|
10.9K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-259- 21.99% |
$39.2K - $46.4K
|
919
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-269- 34.98% |
$40.7K - $48.2K
|
500
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-270- 36.44% |
$40.8K - $48.4K
|
471
$98.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-271- 0.96% |
$41K - $48.5K
|
27.8K
$5.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-275- 1.28% |
$41.6K - $49.3K
|
21.3K
$4.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-279- 1.21% |
$42.2K - $50K
|
22.8K
$4.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 0.58% |
$42.3K - $50.1K
|
47.7K
$9.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-281- 6.26% |
$42.5K - $50.3K
|
4.21K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-281- 9.44% |
$42.5K - $50.3K
|
2.7K
$565K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-285- 1.06% |
$43.1K - $51K
|
26.5K
$5.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-289- 6.07% |
$43.7K - $51.8K
|
4.47K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-292- 0.49% |
$44.2K - $52.3K
|
58.8K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-295- 17.8% |
$44.6K - $52.8K
|
1.36K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-296- 0.93% |
$44.8K - $53K
|
31.6K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 1.43% |
$45.4K - $53.7K
|
20.8K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-302- 3.38% |
$45.7K - $54.1K
|
8.64K
$1.81M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-305- 3.32% |
$46.1K - $54.6K
|
8.87K
$1.86M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-310- 1.65% |
$46.9K - $55.5K
|
18.4K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-311- 1.29% |
$47K - $55.7K
|
23.8K
$4.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-314- 9.35% |
$47.5K - $56.2K
|
3.04K
$638K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-315- 18.31% |
$47.6K - $56.4K
|
1.41K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-317- 0.57% |
$47.9K - $56.8K
|
55.5K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-318- 4.03% |
$48.1K - $57K
|
7.57K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-321- 4.83% |
$48.5K - $57.5K
|
6.33K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-323- 19.8% |
$48.8K - $57.8K
|
1.31K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-327- 3.01% |
$49.4K - $58.6K
|
10.5K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-328- 6.56% |
$49.6K - $58.7K
|
4.67K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-328- 2.07% |
$49.6K - $58.7K
|
15.6K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-332- 2.18% |
$50.2K - $59.5K
|
14.9K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-337- 0.19% |
$51K - $60.4K
|
181K
$37.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-338- 3.77% |
$51.1K - $60.5K
|
8.63K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-341- 7.16% |
$51.6K - $61.1K
|
4.42K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-341- 4.29% |
$51.6K - $61.1K
|
7.61K
$1.59M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-344- 4.75% |
$52K - $61.6K
|
6.9K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-345- 17.3% |
$52.2K - $61.8K
|
1.65K
$345K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-347- 0.6% |
$52.5K - $62.1K
|
57.7K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-353- 0.33% |
$53.4K - $63.2K
|
106K
$22.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-354- 3.65% |
$53.5K - $63.4K
|
9.35K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-357- 2.6% |
$54K - $63.9K
|
13.4K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-359- 2.37% |
$54.3K - $64.3K
|
14.8K
$3.1M
|