Purchases and Sales Made in Q2 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
35+ 0.34% |
$5.64K - $6.07K
|
10.4K
$2.43M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$5.64K - $6.07K
|
35
$8.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34+ 0.35% |
$5.48K - $5.9K
|
9.88K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
32+ 0.57% |
$5.16K - $5.55K
|
5.62K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
32+ 9.25% |
$5.16K - $5.55K
|
378
$88K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 1.41% |
$5K - $5.38K
|
2.23K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
31+ 0.82% |
$5K - $5.38K
|
3.8K
$885K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 7.91% |
$5K - $5.38K
|
423
$98.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
31+ 1.32% |
$5K - $5.38K
|
2.38K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.75% |
$4.84K - $5.2K
|
1.75K
$406K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
30+ 0.97% |
$4.84K - $5.2K
|
3.13K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$4.84K - $5.2K
|
30
$6.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.23% |
$4.84K - $5.2K
|
12.9K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
29+ 0.4% |
$4.68K - $5.03K
|
7.29K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 2.02% |
$4.68K - $5.03K
|
1.46K
$340K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
29+ 0.37% |
$4.68K - $5.03K
|
7.9K
$1.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
28+ 0.83% |
$4.52K - $4.86K
|
3.38K
$787K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
27+ 0.33% |
$4.35K - $4.68K
|
8.09K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
27+ 0.3% |
$4.35K - $4.68K
|
9.16K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
27+ 0.33% |
$4.35K - $4.68K
|
8.28K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.75% |
$4.35K - $4.68K
|
3.63K
$846K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
26+ 0.28% |
$4.19K - $4.51K
|
9.44K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
25+ 1.1% |
$4.03K - $4.34K
|
2.3K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.29% |
$3.87K - $4.16K
|
8.22K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24+ 0.33% |
$3.87K - $4.16K
|
7.22K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
24+ 1.23% |
$3.87K - $4.16K
|
1.98K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
23+ 0.39% |
$3.71K - $3.99K
|
5.9K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
23+ 0.2% |
$3.71K - $3.99K
|
11.8K
$2.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
21+ 1.21% |
$3.39K - $3.64K
|
1.76K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 0.07% |
$3.39K - $3.64K
|
28.2K
$6.57M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20New |
$3.23K - $3.47K
|
20
$4.66K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.65% |
$3.23K - $3.47K
|
3.1K
$722K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
20+ 0.16% |
$3.23K - $3.47K
|
12.4K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19+ 0.97% |
$3.06K - $3.29K
|
1.98K
$460K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.29% |
$3.06K - $3.29K
|
6.51K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$2.9K - $3.12K
|
18
$4.19K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16+ 48.48% |
$2.58K - $2.77K
|
49
$11.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
16+ 1.06% |
$2.58K - $2.77K
|
1.52K
$354K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 0.55% |
$2.58K - $2.77K
|
2.91K
$678K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.17% |
$2.42K - $2.6K
|
1.29K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.55% |
$2.42K - $2.6K
|
2.75K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 2.31% |
$2.42K - $2.6K
|
665
$155K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 35.9% |
$2.26K - $2.43K
|
53
$12.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 14.13% |
$2.1K - $2.25K
|
105
$24.4K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.21% |
$2.1K - $2.25K
|
6.17K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 3.35% |
$1.94K - $2.08K
|
370
$86.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 1.18% |
$1.94K - $2.08K
|
1.03K
$239K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 4.35% |
$1.61K - $1.73K
|
240
$55.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10+ 0.38% |
$1.61K - $1.73K
|
2.65K
$617K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10+ 0.22% |
$1.61K - $1.73K
|
4.47K
$1.04M
|