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
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.77K- 6.77% |
$267K - $317K
|
24.4K
$5.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.78K- 81.31% |
$269K - $319K
|
409
$85.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.79K- 2.06% |
$270K - $320K
|
85.1K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.84K- 0.81% |
$279K - $330K
|
226K
$47.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 44.04% |
$280K - $331K
|
2.35K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.86K- 56.74% |
$281K - $333K
|
1.42K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.88K- 4.04% |
$285K - $337K
|
44.8K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.91K- 33.75% |
$289K - $342K
|
3.75K
$786K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.94K- 34.15% |
$293K - $347K
|
3.73K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 5.62% |
$294K - $348K
|
32.7K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.04K- 0.36% |
$308K - $365K
|
570K
$119M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.05K- 2.68% |
$309K - $366K
|
74.4K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.2K- 41.19% |
$332K - $393K
|
3.14K
$657K
|
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.2K- 10.68% |
$333K - $394K
|
18.4K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.25K- 1.32% |
$340K - $403K
|
168K
$35.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.27K- 5.88% |
$344K - $407K
|
36.4K
$7.62M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-2.3K- 2.33% |
$348K - $412K
|
96.5K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.34K- 2.18% |
$353K - $419K
|
105K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.36K- 1.73% |
$356K - $422K
|
134K
$28M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.45K- 13.45% |
$371K - $439K
|
15.8K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.46K- 6.4% |
$372K - $440K
|
35.9K
$7.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.46K- 17.89% |
$372K - $441K
|
11.3K
$2.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.47K- 17.54% |
$373K - $442K
|
11.6K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.47K- 8.55% |
$374K - $443K
|
26.4K
$5.54M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.51K- 1.13% |
$380K - $450K
|
220K
$46.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.52K- 1.96% |
$380K - $451K
|
126K
$26.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.53K- 4.9% |
$383K - $453K
|
49.1K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.58K- 1.24% |
$390K - $462K
|
206K
$43.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.58K- 18.42% |
$390K - $462K
|
11.4K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.59K- 5.23% |
$391K - $463K
|
46.8K
$9.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.61K- 2.48% |
$394K - $467K
|
103K
$21.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.61K- 0.9% |
$394K - $467K
|
286K
$59.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.61K- 0.9% |
$394K - $467K
|
286K
$59.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.63K- 8.89% |
$398K - $471K
|
27K
$5.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.8K- 4.29% |
$424K - $502K
|
62.5K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.82K- 9.97% |
$426K - $505K
|
25.4K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.82K- 4.69% |
$427K - $506K
|
57.3K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.85K- 7.72% |
$431K - $510K
|
34K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.88K- 11.59% |
$435K - $516K
|
22K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.91K- 39.99% |
$439K - $520K
|
4.36K
$913K
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.98K- 1.95% |
$451K - $534K
|
150K
$31.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.99K- 50.58% |
$452K - $536K
|
2.92K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-3K- 19.49% |
$453K - $537K
|
12.4K
$2.59M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3K- 16.5% |
$454K - $537K
|
15.2K
$3.18M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.01K- 7.68% |
$455K - $539K
|
36.2K
$7.57M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.07K- 23.29% |
$464K - $550K
|
10.1K
$2.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.12KClosed |
$471K - $558K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.12K- 6.47% |
$472K - $559K
|
45.1K
$9.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-3.16K- 34.52% |
$478K - $566K
|
5.99K
$1.26M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.18K- 2.04% |
$481K - $569K
|
153K
$32M
|