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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 3.54% |
$7.47K - $8.45K
|
1.43K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
48+ 0.41% |
$7.32K - $8.28K
|
11.7K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
48+ 1.68% |
$7.32K - $8.28K
|
2.91K
$640K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
46+ 1.09% |
$7.01K - $7.93K
|
4.26K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 3.38% |
$7.01K - $7.93K
|
1.41K
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
45+ 2.08% |
$6.86K - $7.76K
|
2.21K
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
45New |
$6.86K - $7.76K
|
45
$9.91K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45New |
$6.86K - $7.76K
|
45
$9.91K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
44New |
$6.71K - $7.59K
|
44
$9.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
44+ 0.34% |
$6.71K - $7.59K
|
12.9K
$2.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
43+ 0.39% |
$6.55K - $7.41K
|
11.1K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
42New |
$6.4K - $7.24K
|
42
$9.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
41+ 0.5% |
$6.25K - $7.07K
|
8.16K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
39+ 0.25% |
$5.95K - $6.72K
|
15.4K
$3.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
38+ 542.86% |
$5.79K - $6.55K
|
45
$9.91K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 146.15% |
$5.79K - $6.55K
|
64
$14.1K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38+ 100.0% |
$5.79K - $6.55K
|
76
$16.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
36+ 0.16% |
$5.49K - $6.21K
|
21.9K
$4.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
36+ 3.22% |
$5.49K - $6.21K
|
1.15K
$254K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 1.77% |
$5.18K - $5.86K
|
1.96K
$432K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 33.33% |
$5.03K - $5.69K
|
132
$29.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 1.13% |
$5.03K - $5.69K
|
2.95K
$649K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
32+ 1.15% |
$4.88K - $5.52K
|
2.81K
$619K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
32+ 1.91% |
$4.88K - $5.52K
|
1.71K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
30+ 0.42% |
$4.57K - $5.17K
|
7.25K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29+ 0.49% |
$4.42K - $5K
|
6K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
29+ 1.17% |
$4.42K - $5K
|
2.51K
$553K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
27New |
$4.12K - $4.66K
|
27
$5.95K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
27+ 1.69% |
$4.12K - $4.66K
|
1.63K
$358K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.31% |
$3.96K - $4.48K
|
8.33K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
26+ 0.15% |
$3.96K - $4.48K
|
17.6K
$3.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
24+ 0.2% |
$3.66K - $4.14K
|
11.8K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
23+ 1.29% |
$3.51K - $3.97K
|
1.81K
$398K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.23% |
$3.51K - $3.97K
|
9.86K
$2.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
23+ 0.06% |
$3.51K - $3.97K
|
38.7K
$8.51M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
22+ 0.65% |
$3.35K - $3.79K
|
3.41K
$750K
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
BUY
|
- |
22+ 0.06% |
$3.35K - $3.79K
|
39.6K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.59% |
$3.35K - $3.79K
|
3.73K
$821K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
21+ 0.35% |
$3.2K - $3.62K
|
6.02K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
21+ 1.4% |
$3.2K - $3.62K
|
1.52K
$334K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21+ 1.39% |
$3.2K - $3.62K
|
1.54K
$338K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 8.75% |
$3.2K - $3.62K
|
261
$57.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
21+ 6.56% |
$3.2K - $3.62K
|
341
$75.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 3.13% |
$3.2K - $3.62K
|
691
$152K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
20+ 0.98% |
$3.05K - $3.45K
|
2.06K
$454K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.96% |
$3.05K - $3.45K
|
2.1K
$462K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19+ 0.99% |
$2.9K - $3.28K
|
1.94K
$428K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.69% |
$2.9K - $3.28K
|
2.77K
$609K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
19New |
$2.9K - $3.28K
|
19
$4.18K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18+ 2.58% |
$2.74K - $3.1K
|
715
$157K
|