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 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.32KNew |
$199K - $236K
|
1.32K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.32K+ 3.86% |
$199K - $236K
|
35.4K
$7.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.31KNew |
$199K - $235K
|
1.31K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 5.36% |
$197K - $234K
|
25.7K
$5.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
1.3K+ 63.73% |
$197K - $233K
|
3.35K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.3KNew |
$197K - $233K
|
1.3K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.3KNew |
$196K - $232K
|
1.3K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.3KNew |
$196K - $232K
|
1.3K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.29KNew |
$195K - $231K
|
1.29K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.29KNew |
$195K - $231K
|
1.29K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.29K+ 31.2% |
$195K - $231K
|
5.42K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$195K - $231K
|
1.29K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.28KNew |
$194K - $229K
|
1.28K
$269K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.27KNew |
$193K - $228K
|
1.27K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.27KNew |
$192K - $228K
|
1.27K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.27KNew |
$191K - $227K
|
1.27K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 8.64% |
$191K - $226K
|
15.9K
$3.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.26K+ 3.5% |
$190K - $225K
|
37.2K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.26KNew |
$190K - $225K
|
1.26K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.26KNew |
$190K - $225K
|
1.26K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$190K - $225K
|
1.25K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.25KNew |
$189K - $224K
|
1.25K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 29.86% |
$189K - $224K
|
5.43K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24K+ 1.41% |
$188K - $223K
|
89.2K
$18.7M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.24K+ 2.7% |
$188K - $223K
|
47.3K
$9.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 9.81% |
$187K - $222K
|
13.9K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.24KNew |
$187K - $222K
|
1.24K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.24KNew |
$187K - $221K
|
1.24K
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$186K - $221K
|
1.23K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.23KNew |
$185K - $219K
|
1.23K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.22KNew |
$185K - $219K
|
1.22K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.22KNew |
$185K - $219K
|
1.22K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.22KNew |
$184K - $218K
|
1.22K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.22K+ 13.81% |
$184K - $218K
|
10K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.21KNew |
$183K - $217K
|
1.21K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$182K - $215K
|
1.2K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.2KNew |
$181K - $215K
|
1.2K
$252K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.2KNew |
$181K - $215K
|
1.2K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.2K+ 39.01% |
$181K - $214K
|
4.26K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19KNew |
$180K - $213K
|
1.19K
$250K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $213K
|
1.19K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.19KNew |
$179K - $212K
|
1.19K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.18KNew |
$179K - $212K
|
1.18K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.18KNew |
$179K - $212K
|
1.18K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.18KNew |
$178K - $211K
|
1.18K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.17KNew |
$178K - $210K
|
1.17K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.17KNew |
$177K - $209K
|
1.17K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.16K+ 1.79% |
$176K - $208K
|
66K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16KNew |
$176K - $208K
|
1.16K
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.16K+ 0.84% |
$175K - $208K
|
140K
$29.3M
|