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 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-369- 3.26% |
$56.3K - $63.6K
|
10.9K
$2.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-370- 11.1% |
$56.4K - $63.8K
|
2.96K
$681K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-371- 2.12% |
$56.6K - $64K
|
17.1K
$3.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 4.87% |
$57.2K - $64.7K
|
7.33K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-376- 10.25% |
$57.3K - $64.8K
|
3.29K
$757K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-377- 20.24% |
$57.5K - $65K
|
1.49K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-380- 2.12% |
$57.9K - $65.5K
|
17.6K
$4.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-380- 2.43% |
$57.9K - $65.5K
|
15.3K
$3.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-385- 22.62% |
$58.7K - $66.4K
|
1.32K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-385- 13.45% |
$58.7K - $66.4K
|
2.48K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-391- 8.0% |
$59.6K - $67.4K
|
4.5K
$1.03M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-394- 1.44% |
$60.1K - $67.9K
|
26.9K
$6.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-397- 0.8% |
$60.5K - $68.4K
|
49.4K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-397- 3.76% |
$60.5K - $68.4K
|
10.2K
$2.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-398- 4.66% |
$60.7K - $68.6K
|
8.14K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 21.63% |
$61K - $69K
|
1.45K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-416- 13.83% |
$63.4K - $71.7K
|
2.59K
$596K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-416- 0.95% |
$63.4K - $71.7K
|
43.6K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-421- 5.1% |
$64.2K - $72.6K
|
7.83K
$1.8M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-421- 5.1% |
$64.2K - $72.6K
|
7.83K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-426- 1.17% |
$64.9K - $73.4K
|
35.8K
$8.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-427- 3.6% |
$65.1K - $73.6K
|
11.4K
$2.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-431- 2.31% |
$65.7K - $74.3K
|
18.2K
$4.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-435- 2.08% |
$66.3K - $75K
|
20.5K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-435- 11.79% |
$66.3K - $75K
|
3.25K
$748K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-439- 0.75% |
$66.9K - $75.7K
|
57.9K
$13.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-442- 4.43% |
$67.4K - $76.2K
|
9.54K
$2.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-446- 9.0% |
$68K - $76.9K
|
4.51K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-450- 2.04% |
$68.6K - $77.6K
|
21.6K
$4.96M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 2.79% |
$68.6K - $77.6K
|
15.7K
$3.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-454- 9.17% |
$69.2K - $78.3K
|
4.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-458- 3.99% |
$69.8K - $79K
|
11K
$2.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-460- 3.2% |
$70.1K - $79.3K
|
13.9K
$3.2M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-468- 1.47% |
$71.3K - $80.7K
|
31.3K
$7.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-471- 5.21% |
$71.8K - $81.2K
|
8.56K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-475- 1.33% |
$72.4K - $81.9K
|
35.2K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-483- 0.47% |
$73.6K - $83.3K
|
103K
$23.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-484- 2.96% |
$73.8K - $83.4K
|
15.9K
$3.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-495- 12.27% |
$75.5K - $85.3K
|
3.54K
$814K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-496- 5.47% |
$75.6K - $85.5K
|
8.57K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-506- 8.6% |
$77.1K - $87.2K
|
5.38K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-507- 1.34% |
$77.3K - $87.4K
|
37.2K
$8.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-514- 1.07% |
$78.4K - $88.6K
|
47.7K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-548- 20.88% |
$83.5K - $94.5K
|
2.08K
$477K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-550- 8.21% |
$83.8K - $94.8K
|
6.15K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-551- 5.53% |
$84K - $95K
|
9.41K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-562- 3.08% |
$85.7K - $96.9K
|
17.7K
$4.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-567- 11.57% |
$86.4K - $97.8K
|
4.33K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-575- 3.06% |
$87.7K - $99.1K
|
18.2K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-581- 9.96% |
$88.6K - $100K
|
5.26K
$1.21M
|