Purchases and Sales Made in Q1 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 2.64% |
$19.4K - $23.3K
|
4.02K
$886K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-110- 3.92% |
$19.6K - $23.5K
|
2.7K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-110- 6.66% |
$19.6K - $23.5K
|
1.54K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-111- 1.21% |
$19.7K - $23.8K
|
9.09K
$2M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-111- 9.34% |
$19.7K - $23.8K
|
1.08K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-112- 0.48% |
$19.9K - $24K
|
23.1K
$5.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-114- 6.02% |
$20.3K - $24.4K
|
1.78K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-114- 2.07% |
$20.3K - $24.4K
|
5.4K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-115- 0.43% |
$20.4K - $24.6K
|
26.4K
$5.81M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-117- 3.59% |
$20.8K - $25K
|
3.15K
$693K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-118- 0.56% |
$21K - $25.2K
|
20.8K
$4.59M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-118- 1.71% |
$21K - $25.2K
|
6.78K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-120- 0.74% |
$21.3K - $25.7K
|
16K
$3.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-121- 0.66% |
$21.5K - $25.9K
|
18.3K
$4.02M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-122- 0.66% |
$21.7K - $26.1K
|
18.3K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-124- 4.62% |
$22K - $26.5K
|
2.56K
$563K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-125- 1.05% |
$22.2K - $26.7K
|
11.7K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-125- 2.77% |
$22.2K - $26.7K
|
4.39K
$967K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-126- 3.06% |
$22.4K - $27K
|
3.99K
$879K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-126- 1.18% |
$22.4K - $27K
|
10.5K
$2.32M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-128- 1.67% |
$22.8K - $27.4K
|
7.52K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-129- 2.31% |
$22.9K - $27.6K
|
5.44K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-130- 39.39% |
$23.1K - $27.8K
|
200
$44.1K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-131- 1.86% |
$23.3K - $28K
|
6.91K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-132- 0.39% |
$23.5K - $28.2K
|
33.3K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-132- 0.47% |
$23.5K - $28.2K
|
28.1K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-133- 1.1% |
$23.6K - $28.5K
|
11.9K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-134- 7.33% |
$23.8K - $28.7K
|
1.7K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-137- 0.92% |
$24.4K - $29.3K
|
14.8K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-139- 5.82% |
$24.7K - $29.7K
|
2.25K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-140- 3.61% |
$24.9K - $30K
|
3.74K
$824K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 12.53% |
$25.6K - $30.8K
|
1.01K
$221K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-144- 0.53% |
$25.6K - $30.8K
|
26.8K
$5.91M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-145- 24.01% |
$25.8K - $31K
|
459
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-146- 4.58% |
$26K - $31.2K
|
3.04K
$670K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-146- 3.25% |
$26K - $31.2K
|
4.34K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-147- 1.24% |
$26.1K - $31.5K
|
11.7K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-149- 21.59% |
$26.5K - $31.9K
|
541
$119K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-150- 4.69% |
$26.7K - $32.1K
|
3.05K
$672K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-150- 6.74% |
$26.7K - $32.1K
|
2.07K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-153- 12.97% |
$27.2K - $32.7K
|
1.03K
$226K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-154- 0.84% |
$27.4K - $33K
|
18.3K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-155- 12.78% |
$27.6K - $33.2K
|
1.06K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-157- 4.33% |
$27.9K - $33.6K
|
3.47K
$763K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-157- 4.54% |
$27.9K - $33.6K
|
3.3K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-160- 9.88% |
$28.4K - $34.2K
|
1.46K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-160- 1.3% |
$28.4K - $34.2K
|
12.1K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-162- 7.91% |
$28.8K - $34.7K
|
1.89K
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-165- 0.85% |
$29.3K - $35.3K
|
19.3K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-165- 6.41% |
$29.3K - $35.3K
|
2.41K
$530K
|