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 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.78K+ 4.61% |
$269K - $319K
|
40.4K
$8.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.77KNew |
$268K - $318K
|
1.77K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.76KNew |
$266K - $316K
|
1.76K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.76KNew |
$266K - $315K
|
1.76K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.75KNew |
$264K - $313K
|
1.75K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.74KNew |
$263K - $312K
|
1.74K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$262K - $310K
|
1.73K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.73KNew |
$262K - $310K
|
1.73K
$381K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.71K+ 5.71% |
$258K - $306K
|
31.7K
$6.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.71K+ 7.36% |
$258K - $305K
|
24.9K
$5.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 7.56% |
$258K - $305K
|
24.3K
$5.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7K+ 34.75% |
$256K - $304K
|
6.58K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.7KNew |
$256K - $304K
|
1.7K
$373K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.69K+ 3.16% |
$255K - $302K
|
55K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.66KNew |
$251K - $297K
|
1.66K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.64KNew |
$248K - $294K
|
1.64K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.64KNew |
$247K - $293K
|
1.64K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.63K+ 1.16% |
$247K - $292K
|
143K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 13.05% |
$244K - $289K
|
14K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.61KNew |
$243K - $288K
|
1.61K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 1.52% |
$243K - $288K
|
107K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.58K+ 3.35% |
$239K - $284K
|
48.9K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 23.75% |
$239K - $283K
|
8.23K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.58KNew |
$239K - $283K
|
1.58K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.58KNew |
$238K - $282K
|
1.58K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.55KNew |
$234K - $277K
|
1.55K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55K+ 9.02% |
$234K - $277K
|
18.7K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.54KNew |
$233K - $277K
|
1.54K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.54K+ 13.58% |
$233K - $276K
|
12.9K
$2.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 50.38% |
$232K - $275K
|
4.58K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.53KNew |
$231K - $274K
|
1.53K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 3.42% |
$230K - $273K
|
46K
$10.1M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.52K+ 40.5% |
$229K - $272K
|
5.26K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.49KNew |
$225K - $267K
|
1.49K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.46K+ 9.15% |
$221K - $261K
|
17.4K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.46K+ 17.8% |
$220K - $261K
|
9.63K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.45K+ 38.94% |
$220K - $260K
|
5.18K
$1.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.45K+ 8.54% |
$219K - $260K
|
18.4K
$4.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.45KNew |
$219K - $260K
|
1.45K
$319K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.44KNew |
$218K - $258K
|
1.44K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.43K+ 4.88% |
$216K - $256K
|
30.7K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.43KNew |
$216K - $256K
|
1.43K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.42KNew |
$214K - $253K
|
1.42K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.4K+ 1.45% |
$212K - $251K
|
98.1K
$21.6M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.39KNew |
$210K - $249K
|
1.39K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.36KNew |
$205K - $243K
|
1.36K
$299K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.34KNew |
$203K - $240K
|
1.34K
$295K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.33K+ 2.03% |
$201K - $238K
|
66.9K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.33KNew |
$201K - $237K
|
1.33K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.32KNew |
$199K - $236K
|
1.32K
$291K
|