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 |
---|---|---|---|---|---|---|---|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.8K+ 4.48% |
$427K - $483K
|
65.3K
$14.4M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.78K+ 5.91% |
$424K - $480K
|
49.9K
$11M
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.77K+ 31.85% |
$422K - $478K
|
11.5K
$2.53M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 86.93% |
$414K - $468K
|
5.84K
$1.29M
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.68K+ 2.81% |
$409K - $462K
|
98.1K
$21.6M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.68K+ 7.46% |
$408K - $462K
|
38.6K
$8.5M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.67K+ 10.28% |
$407K - $461K
|
28.7K
$6.32M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 14.9% |
$391K - $442K
|
19.8K
$4.35M
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.56K+ 0.12% |
$389K - $441K
|
2.08M
$458M
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.54K+ 9.49% |
$387K - $438K
|
29.3K
$6.46M
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
2.51K+ 49.05% |
$383K - $433K
|
7.64K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.49K+ 15.28% |
$379K - $429K
|
18.8K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.48K+ 1.46% |
$379K - $428K
|
173K
$38M
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.43K+ 53.34% |
$370K - $419K
|
6.98K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$361K - $408K
|
2.37K
$521K
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.34KNew |
$356K - $403K
|
2.34K
$515K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
2.29K+ 123.97% |
$348K - $394K
|
4.13K
$910K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.29K+ 7.26% |
$348K - $394K
|
33.7K
$7.43M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.27K+ 8.53% |
$346K - $392K
|
28.9K
$6.37M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.23K+ 71.8% |
$340K - $384K
|
5.33K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 40.15% |
$338K - $382K
|
7.74K
$1.71M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.19KNew |
$334K - $377K
|
2.19K
$482K
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.14K+ 12.5% |
$326K - $369K
|
19.3K
$4.24M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.14KNew |
$326K - $369K
|
2.14K
$471K
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.13KNew |
$325K - $367K
|
2.13K
$469K
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.12K+ 4.95% |
$323K - $366K
|
45K
$9.9M
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.09K+ 19.64% |
$319K - $360K
|
12.7K
$2.8M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.08K+ 15.63% |
$317K - $358K
|
15.4K
$3.39M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.04K+ 17.85% |
$311K - $351K
|
13.5K
$2.96M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.02K+ 17.06% |
$308K - $348K
|
13.9K
$3.05M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2K+ 152.06% |
$304K - $344K
|
3.31K
$728K
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.98K+ 96.03% |
$302K - $342K
|
4.05K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.97KNew |
$301K - $340K
|
1.97K
$435K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.93K+ 143.99% |
$294K - $332K
|
3.27K
$720K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.52% |
$292K - $330K
|
24.4K
$5.38M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.9K+ 21.25% |
$289K - $327K
|
10.8K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$287K - $324K
|
1.88K
$415K
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.82KNew |
$277K - $313K
|
1.82K
$400K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.81KNew |
$276K - $312K
|
1.81K
$399K
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.81KNew |
$275K - $311K
|
1.81K
$398K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.8K+ 7.11% |
$274K - $310K
|
27.1K
$5.98M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.8K+ 25.04% |
$274K - $310K
|
8.97K
$1.98M
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.79K+ 32.57% |
$272K - $308K
|
7.27K
$1.6M
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.76K+ 4.5% |
$268K - $303K
|
40.9K
$9.01M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
1.75K+ 45.8% |
$267K - $302K
|
5.58K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 31.24% |
$267K - $302K
|
7.35K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.74KNew |
$266K - $301K
|
1.74K
$384K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.73KNew |
$264K - $299K
|
1.73K
$382K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.73KNew |
$264K - $299K
|
1.73K
$381K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 20.05% |
$260K - $294K
|
10.2K
$2.25M
|