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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.67KNew |
$403K - $477K
|
2.67K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.66KNew |
$402K - $476K
|
2.66K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.6K+ 178.97% |
$392K - $465K
|
4.05K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.57KNew |
$388K - $460K
|
2.57K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.57KNew |
$388K - $460K
|
2.57K
$539K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.56K+ 27.9% |
$387K - $458K
|
11.7K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.55K+ 10.1% |
$386K - $457K
|
27.8K
$5.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52KNew |
$380K - $450K
|
2.52K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.51K+ 4.13% |
$379K - $449K
|
63.2K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.47KNew |
$373K - $442K
|
2.47K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.47KNew |
$373K - $442K
|
2.47K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.42K+ 32.96% |
$366K - $434K
|
9.77K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.42KNew |
$366K - $434K
|
2.42K
$509K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.41KNew |
$365K - $432K
|
2.41K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.41KNew |
$364K - $431K
|
2.41K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.39K+ 111.64% |
$361K - $428K
|
4.53K
$951K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.38K+ 15.0% |
$360K - $426K
|
18.2K
$3.83M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.34KNew |
$353K - $418K
|
2.34K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.31KNew |
$349K - $413K
|
2.31K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.22K+ 12.03% |
$335K - $397K
|
20.6K
$4.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 53.2% |
$333K - $394K
|
6.34K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
2.18K+ 1.64% |
$329K - $390K
|
135K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.18K+ 83.89% |
$329K - $390K
|
4.77K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.16KNew |
$327K - $387K
|
2.16K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$324K - $384K
|
2.15K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 35.68% |
$315K - $373K
|
7.92K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.06K+ 2.94% |
$312K - $370K
|
72.2K
$15.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.05K+ 1.94% |
$310K - $367K
|
108K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.04K+ 68133.33% |
$309K - $366K
|
2.05K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
2.02K+ 2.3% |
$305K - $361K
|
89.6K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2KNew |
$302K - $358K
|
2K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.99KNew |
$301K - $357K
|
1.99K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.99K+ 3.08% |
$301K - $356K
|
66.7K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.97KNew |
$298K - $352K
|
1.97K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.93KNew |
$291K - $345K
|
1.93K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.92KNew |
$290K - $343K
|
1.92K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 101.33% |
$289K - $342K
|
3.79K
$797K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.9K+ 21.23% |
$288K - $341K
|
10.9K
$2.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.89KNew |
$286K - $339K
|
1.89K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.85K+ 18.12% |
$280K - $332K
|
12.1K
$2.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.85K+ 6.46% |
$280K - $332K
|
30.5K
$6.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 786.81% |
$280K - $331K
|
2.08K
$438K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.85KNew |
$280K - $331K
|
1.85K
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 9.34% |
$279K - $331K
|
21.6K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.83K+ 2.64% |
$277K - $328K
|
71.2K
$15M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
1.83K+ 9.14% |
$277K - $328K
|
21.9K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.82K+ 1.06% |
$276K - $327K
|
175K
$36.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.82K+ 91.57% |
$274K - $325K
|
3.8K
$798K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.81KNew |
$273K - $324K
|
1.81K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.79KNew |
$271K - $320K
|
1.79K
$376K
|