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 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-353- 13.83% |
$62.8K - $75.5K
|
2.2K
$484K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-353- 21.58% |
$62.8K - $75.5K
|
1.28K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-354- 3.76% |
$62.9K - $75.7K
|
9.05K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-358- 3.08% |
$63.6K - $76.6K
|
11.3K
$2.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-359- 4.24% |
$63.8K - $76.8K
|
8.11K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 26.63% |
$63.8K - $76.8K
|
989
$218K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-360- 2.41% |
$64K - $77K
|
14.6K
$3.22M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-365- 0.8% |
$64.9K - $78.1K
|
45.2K
$9.95M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-376- 1.19% |
$66.8K - $80.5K
|
31.2K
$6.87M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-383- 4.16% |
$68.1K - $82K
|
8.82K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-388- 0.57% |
$69K - $83K
|
68.2K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-388- 13.45% |
$69K - $83K
|
2.5K
$550K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-389- 18.65% |
$69.2K - $83.2K
|
1.7K
$374K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-392- 10.86% |
$69.7K - $83.9K
|
3.22K
$708K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-396- 15.95% |
$70.4K - $84.7K
|
2.09K
$459K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-398- 0.26% |
$70.8K - $85.2K
|
150K
$33M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-400- 19.61% |
$71.1K - $85.6K
|
1.64K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 7.41% |
$71.1K - $85.6K
|
5K
$1.1M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-400- 11.06% |
$71.1K - $85.6K
|
3.22K
$709K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-406- 1.24% |
$72.2K - $86.9K
|
32.4K
$7.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-419- 10.62% |
$74.5K - $89.7K
|
3.53K
$777K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-419- 17.36% |
$74.5K - $89.7K
|
1.99K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-424- 1.32% |
$75.4K - $90.7K
|
31.6K
$6.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-428- 45.24% |
$76.1K - $91.6K
|
518
$114K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-428- 29.42% |
$76.1K - $91.6K
|
1.03K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-430- 1.12% |
$76.4K - $92K
|
37.8K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-440- 20.34% |
$78.2K - $94.1K
|
1.72K
$380K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-440- 5.72% |
$78.2K - $94.1K
|
7.25K
$1.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-444- 2.02% |
$78.9K - $95K
|
21.5K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-447- 0.37% |
$79.5K - $95.6K
|
120K
$26.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-450- 2.42% |
$80K - $96.3K
|
18.1K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-450- 23.68% |
$80K - $96.3K
|
1.45K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-452- 4.65% |
$80.4K - $96.7K
|
9.26K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-453- 7.36% |
$80.5K - $96.9K
|
5.7K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-455- 1.68% |
$80.9K - $97.4K
|
26.7K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-467- 0.37% |
$83K - $99.9K
|
125K
$27.6M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-469- 4.15% |
$83.4K - $100K
|
10.8K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-469- 2.33% |
$83.4K - $100K
|
19.7K
$4.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-470- 74.6% |
$83.6K - $101K
|
160
$35.2K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-485- 3.02% |
$86.2K - $104K
|
15.6K
$3.43M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-485- 17.69% |
$86.2K - $104K
|
2.26K
$497K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-490- 31.19% |
$87.1K - $105K
|
1.08K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-490- 0.7% |
$87.1K - $105K
|
69.3K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-490- 20.88% |
$87.1K - $105K
|
1.86K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-495- 17.03% |
$88K - $106K
|
2.41K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-497- 20.49% |
$88.4K - $106K
|
1.93K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-497- 1.04% |
$88.4K - $106K
|
47.2K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-508- 1.84% |
$90.3K - $109K
|
27.1K
$5.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-510- 1.55% |
$90.7K - $109K
|
32.4K
$7.13M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-513- 1.57% |
$91.2K - $110K
|
32.1K
$7.08M
|