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 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-373- 0.17% |
$56.4K - $66.8K
|
216K
$45.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-375- 16.45% |
$56.7K - $67.2K
|
1.9K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-379- 3.29% |
$57.3K - $67.9K
|
11.2K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-382- 0.8% |
$57.8K - $68.4K
|
47.3K
$9.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-384- 0.2% |
$58.1K - $68.8K
|
196K
$41M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-388- 18.91% |
$58.7K - $69.5K
|
1.66K
$348K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-388- 3.51% |
$58.7K - $69.5K
|
10.7K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-391- 1.47% |
$59.1K - $70K
|
26.2K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-395- 0.66% |
$59.7K - $70.7K
|
59.7K
$12.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-395- 3.22% |
$59.7K - $70.7K
|
11.9K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-400- 25.03% |
$60.5K - $71.6K
|
1.2K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-400- 1.95% |
$60.5K - $71.6K
|
20.1K
$4.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-401- 5.08% |
$60.6K - $71.8K
|
7.5K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-402- 1.0% |
$60.8K - $72K
|
39.9K
$8.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-410- 10.94% |
$62K - $73.4K
|
3.34K
$699K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-411- 14.61% |
$62.1K - $73.6K
|
2.4K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-418- 95.87% |
$63.2K - $74.9K
|
18
$3.77K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-419- 10.37% |
$63.4K - $75K
|
3.62K
$759K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-419- 1.55% |
$63.4K - $75K
|
26.7K
$5.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-423- 3.86% |
$64K - $75.8K
|
10.5K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-425- 36.14% |
$64.3K - $76.1K
|
751
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-426- 1.39% |
$64.4K - $76.3K
|
30.2K
$6.33M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-432- 88.16% |
$65.3K - $77.4K
|
58
$12.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-442- 2.22% |
$66.8K - $79.2K
|
19.4K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-451- 51.19% |
$68.2K - $80.8K
|
430
$90.1K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-455- 3.79% |
$68.8K - $81.5K
|
11.5K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-458- 1.38% |
$69.3K - $82K
|
32.8K
$6.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-460- 12.4% |
$69.6K - $82.4K
|
3.25K
$681K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-467- 4.66% |
$70.6K - $83.6K
|
9.55K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-469- 7.73% |
$70.9K - $84K
|
5.6K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-476- 20.65% |
$72K - $85.3K
|
1.83K
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-479- 1.5% |
$72.4K - $85.8K
|
31.4K
$6.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-486- 0.64% |
$73.5K - $87K
|
75.7K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-493- 5.33% |
$74.5K - $88.3K
|
8.77K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-497- 0.94% |
$75.2K - $89K
|
52.6K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 5.15% |
$75.6K - $89.6K
|
9.22K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-510- 14.87% |
$77.1K - $91.3K
|
2.92K
$611K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-511- 0.18% |
$77.3K - $91.5K
|
291K
$60.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-512- 87.82% |
$77.4K - $91.7K
|
71
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-517- 6.6% |
$78.2K - $92.6K
|
7.31K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-518- 1.55% |
$78.3K - $92.8K
|
32.9K
$6.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-520- 13.19% |
$78.6K - $93.1K
|
3.42K
$717K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-525- 21.95% |
$79.4K - $94K
|
1.87K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-534- 4.96% |
$80.7K - $95.6K
|
10.2K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-535- 3.85% |
$80.9K - $95.8K
|
13.4K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-538- 1.12% |
$81.4K - $96.4K
|
47.7K
$9.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-542- 1.61% |
$82K - $97.1K
|
33.1K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-552- 21.93% |
$83.5K - $98.9K
|
1.97K
$412K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-565- 0.7% |
$85.4K - $101K
|
80.2K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-565- 2.45% |
$85.4K - $101K
|
22.5K
$4.71M
|