Purchases and Sales Made in Q3 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
249+ 1.79% |
$38K - $42.9K
|
14.2K
$3.12M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
249+ 2.36% |
$38K - $42.9K
|
10.8K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
248+ 20.46% |
$37.8K - $42.8K
|
1.46K
$322K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
245+ 0.69% |
$37.3K - $42.2K
|
35.8K
$7.89M
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
242+ 1.35% |
$36.9K - $41.7K
|
18.1K
$3.99M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
241+ 0.06% |
$36.7K - $41.6K
|
409K
$90M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
240+ 14.23% |
$36.6K - $41.4K
|
1.93K
$424K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
235New |
$35.8K - $40.5K
|
235
$51.8K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
234+ 7.49% |
$35.7K - $40.3K
|
3.36K
$740K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
232+ 3.93% |
$35.4K - $40K
|
6.13K
$1.35M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
231+ 4.39% |
$35.2K - $39.8K
|
5.5K
$1.21M
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
231New |
$35.2K - $39.8K
|
231
$50.9K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
231+ 1.03% |
$35.2K - $39.8K
|
22.7K
$4.99M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
231+ 8.6% |
$35.2K - $39.8K
|
2.92K
$643K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
230+ 15.08% |
$35.1K - $39.7K
|
1.76K
$387K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
228+ 5.43% |
$34.8K - $39.3K
|
4.43K
$975K
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
225+ 0.17% |
$34.3K - $38.8K
|
130K
$28.6M
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
224+ 1.62% |
$34.1K - $38.6K
|
14.1K
$3.1M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
222+ 4.43% |
$33.8K - $38.3K
|
5.23K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
222+ 0.15% |
$33.8K - $38.3K
|
145K
$31.9M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
212+ 2.61% |
$32.3K - $36.6K
|
8.32K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
210+ 16.29% |
$32K - $36.2K
|
1.5K
$330K
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
205+ 2.38% |
$31.3K - $35.3K
|
8.83K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 15.67% |
$31.3K - $35.3K
|
1.51K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
203+ 5.72% |
$30.9K - $35K
|
3.75K
$826K
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 1.59% |
$30.5K - $34.5K
|
12.8K
$2.82M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
200+ 4.02% |
$30.5K - $34.5K
|
5.18K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
200+ 0.54% |
$30.5K - $34.5K
|
37.3K
$8.22M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 9.22% |
$30.5K - $34.5K
|
2.37K
$522K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
200+ 8.55% |
$30.5K - $34.5K
|
2.54K
$559K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.29% |
$30.5K - $34.5K
|
70K
$15.4M
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
199+ 0.68% |
$30.3K - $34.3K
|
29.5K
$6.5M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
197+ 0.38% |
$30K - $34K
|
52.6K
$11.6M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
194+ 3.01% |
$29.6K - $33.4K
|
6.63K
$1.46M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
191+ 10.27% |
$29.1K - $32.9K
|
2.05K
$452K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
191New |
$29.1K - $32.9K
|
191
$42.1K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
188+ 2.4% |
$28.7K - $32.4K
|
8.03K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
188+ 9.0% |
$28.7K - $32.4K
|
2.28K
$502K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 10.48% |
$28.7K - $32.4K
|
1.98K
$437K
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
187+ 10.03% |
$28.5K - $32.2K
|
2.05K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
184+ 3.7% |
$28K - $31.7K
|
5.15K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
184+ 15.53% |
$28K - $31.7K
|
1.37K
$302K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
183New |
$27.9K - $31.6K
|
183
$40.3K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
178+ 5.85% |
$27.1K - $30.7K
|
3.22K
$709K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
177+ 41.84% |
$27K - $30.5K
|
600
$132K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
177+ 13.95% |
$27K - $30.5K
|
1.45K
$318K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
176+ 3.52% |
$26.8K - $30.3K
|
5.17K
$1.14M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
172+ 1.26% |
$26.2K - $29.7K
|
13.8K
$3.04M
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
170+ 1.83% |
$25.9K - $29.3K
|
9.44K
$2.08M
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
170+ 28.33% |
$25.9K - $29.3K
|
770
$170K
|