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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-165- 12.29% |
$29.3K - $35.3K
|
1.18K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-168- 1.14% |
$29.9K - $35.9K
|
14.6K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-168- 1.57% |
$29.9K - $35.9K
|
10.5K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168- 0.43% |
$29.9K - $35.9K
|
39K
$8.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-169- 1.4% |
$30K - $36.2K
|
11.9K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-171- 1.49% |
$30.4K - $36.6K
|
11.3K
$2.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-171- 5.81% |
$30.4K - $36.6K
|
2.77K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-173- 7.57% |
$30.8K - $37K
|
2.11K
$465K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-173- 12.44% |
$30.8K - $37K
|
1.22K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-175- 10.61% |
$31.1K - $37.4K
|
1.47K
$325K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 1.74% |
$31.3K - $37.7K
|
9.93K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-178- 2.25% |
$31.6K - $38.1K
|
7.74K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-178- 21.02% |
$31.6K - $38.1K
|
669
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-185- 0.77% |
$32.9K - $39.6K
|
23.9K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-185- 7.12% |
$32.9K - $39.6K
|
2.41K
$532K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-186- 11.96% |
$33.1K - $39.8K
|
1.37K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-186- 9.61% |
$33.1K - $39.8K
|
1.75K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-189- 18.9% |
$33.6K - $40.4K
|
811
$179K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-193- 2.61% |
$34.3K - $41.3K
|
7.19K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-199- 3.73% |
$35.4K - $42.6K
|
5.14K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-199- 0.64% |
$35.4K - $42.6K
|
30.9K
$6.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 2.4% |
$35.6K - $42.8K
|
8.14K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-200- 15.2% |
$35.6K - $42.8K
|
1.12K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-200- 5.36% |
$35.6K - $42.8K
|
3.53K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 4.81% |
$35.6K - $42.8K
|
3.96K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-200- 4.05% |
$35.6K - $42.8K
|
4.74K
$1.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 13.25% |
$35.6K - $42.8K
|
1.31K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-201- 18.53% |
$35.7K - $43K
|
884
$195K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-202- 0.6% |
$35.9K - $43.2K
|
33.5K
$7.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-203- 4.24% |
$36.1K - $43.4K
|
4.59K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-206- 6.5% |
$36.6K - $44.1K
|
2.96K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-207- 13.34% |
$36.8K - $44.3K
|
1.35K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-208- 6.83% |
$37K - $44.5K
|
2.84K
$625K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 17.08% |
$37.2K - $44.7K
|
1.02K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-210- 2.37% |
$37.3K - $44.9K
|
8.64K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-213- 1.59% |
$37.9K - $45.6K
|
13.2K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-213- 3.68% |
$37.9K - $45.6K
|
5.58K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-214- 8.98% |
$38K - $45.8K
|
2.17K
$478K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-215- 2.47% |
$38.2K - $46K
|
8.5K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-217- 0.95% |
$38.6K - $46.4K
|
22.5K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-221- 0.14% |
$39.3K - $47.3K
|
161K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-225- 10.72% |
$40K - $48.1K
|
1.87K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-227- 5.67% |
$40.4K - $48.6K
|
3.78K
$831K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-228- 2.1% |
$40.5K - $48.8K
|
10.6K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-234- 2.8% |
$41.6K - $50.1K
|
8.12K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-234- 15.64% |
$41.6K - $50.1K
|
1.26K
$278K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-240- 1.77% |
$42.7K - $51.4K
|
13.4K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 8.29% |
$43.7K - $52.6K
|
2.72K
$599K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-249- 13.22% |
$44.3K - $53.3K
|
1.64K
$360K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-249- 4.94% |
$44.3K - $53.3K
|
4.79K
$1.06M
|