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 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-235- 2.64% |
$37.9K - $40.8K
|
8.67K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-240- 0.9% |
$38.7K - $41.6K
|
26.5K
$6.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-242- 3.46% |
$39K - $42K
|
6.74K
$1.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-243- 1.37% |
$39.2K - $42.1K
|
17.5K
$4.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-247- 5.43% |
$39.8K - $42.8K
|
4.3K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-250- 3.43% |
$40.3K - $43.4K
|
7.05K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-250- 6.88% |
$40.3K - $43.4K
|
3.39K
$788K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-251- 11.96% |
$40.5K - $43.5K
|
1.85K
$430K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-253- 9.54% |
$40.8K - $43.9K
|
2.4K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-254- 34.42% |
$41K - $44K
|
484
$113K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-261- 13.76% |
$42.1K - $45.3K
|
1.64K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-264- 4.35% |
$42.6K - $45.8K
|
5.81K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-267- 6.1% |
$43.1K - $46.3K
|
4.11K
$956K
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-267- 0.47% |
$43.1K - $46.3K
|
56.3K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-270- 0.97% |
$43.5K - $46.8K
|
27.6K
$6.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-273- 0.72% |
$44K - $47.3K
|
37.6K
$8.75M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-281- 6.7% |
$45.3K - $48.7K
|
3.91K
$910K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-283- 0.68% |
$45.6K - $49.1K
|
41.3K
$9.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-286- 1.54% |
$46.1K - $49.6K
|
18.2K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-287- 5.19% |
$46.3K - $49.8K
|
5.24K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-294- 10.66% |
$47.4K - $51K
|
2.47K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-296- 11.94% |
$47.7K - $51.3K
|
2.18K
$508K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-298- 1.35% |
$48.1K - $51.7K
|
21.9K
$5.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-300- 78.74% |
$48.4K - $52K
|
81
$18.9K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-300- 20.27% |
$48.4K - $52K
|
1.18K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 7.28% |
$48.4K - $52K
|
3.82K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 7.28% |
$48.4K - $52K
|
3.82K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-300- 11.18% |
$48.4K - $52K
|
2.38K
$555K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-309- 3.08% |
$49.8K - $53.6K
|
9.73K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-316- 6.56% |
$51K - $54.8K
|
4.5K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-318- 5.73% |
$51.3K - $55.1K
|
5.23K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-318- 1.45% |
$51.3K - $55.1K
|
21.6K
$5.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-320- 2.51% |
$51.6K - $55.5K
|
12.5K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-321- 12.21% |
$51.8K - $55.7K
|
2.31K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-323- 12.45% |
$52.1K - $56K
|
2.27K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-324- 32.6% |
$52.3K - $56.2K
|
670
$156K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-330- 1.93% |
$53.2K - $57.2K
|
16.8K
$3.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-332- 2.17% |
$53.5K - $57.6K
|
15K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-334- 1.78% |
$53.9K - $57.9K
|
18.4K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-334- 1.18% |
$53.9K - $57.9K
|
28.1K
$6.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-347- 11.99% |
$56K - $60.2K
|
2.55K
$593K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-348- 0.71% |
$56.1K - $60.4K
|
48.4K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-350- 11.43% |
$56.4K - $60.7K
|
2.71K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-350- 1.55% |
$56.4K - $60.7K
|
22.2K
$5.16M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-352- 17.02% |
$56.8K - $61K
|
1.72K
$399K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-355- 7.79% |
$57.3K - $61.6K
|
4.2K
$978K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-358- 17.73% |
$57.7K - $62.1K
|
1.66K
$387K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-359- 1.34% |
$57.9K - $62.3K
|
26.5K
$6.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-360- 15.22% |
$58.1K - $62.4K
|
2.01K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-360- 1.47% |
$58.1K - $62.4K
|
24.2K
$5.62M
|