Purchases and Sales Made in Q3 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 2024. 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 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
283+ 0.48% |
$55.7K - $63.2K
|
59.2K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
283+ 1.05% |
$55.7K - $63.2K
|
27.2K
$6.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
278+ 20.37% |
$54.8K - $62.1K
|
1.64K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
275+ 9.94% |
$54.2K - $61.4K
|
3.04K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
272+ 13.72% |
$53.6K - $60.8K
|
2.26K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
271+ 9.71% |
$53.4K - $60.6K
|
3.06K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
271+ 5.79% |
$53.4K - $60.6K
|
4.95K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
268+ 1.82% |
$52.8K - $59.9K
|
15K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
267New |
$52.6K - $59.7K
|
267
$60.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
267+ 22.59% |
$52.6K - $59.7K
|
1.45K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
266+ 23.48% |
$52.4K - $59.4K
|
1.4K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
266+ 4.01% |
$52.4K - $59.4K
|
6.89K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
261+ 2.08% |
$51.4K - $58.3K
|
12.8K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
261+ 5.03% |
$51.4K - $58.3K
|
5.45K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
260+ 2.45% |
$51.2K - $58.1K
|
10.9K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
259+ 27.58% |
$51K - $57.9K
|
1.2K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
259+ 2.07% |
$51K - $57.9K
|
12.8K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
256+ 8.06% |
$50.4K - $57.2K
|
3.43K
$772K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255+ 1.86% |
$50.2K - $57K
|
13.9K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
251+ 1.99% |
$49.4K - $56.1K
|
12.9K
$2.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
250+ 20.85% |
$49.2K - $55.9K
|
1.45K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
249+ 18.24% |
$49K - $55.6K
|
1.61K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
248+ 0.74% |
$48.8K - $55.4K
|
33.9K
$7.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
245+ 5.43% |
$48.3K - $54.7K
|
4.76K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
240+ 12.12% |
$47.3K - $53.6K
|
2.22K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
239+ 3.44% |
$47.1K - $53.4K
|
7.19K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
237+ 0.86% |
$46.7K - $53K
|
27.8K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
235+ 11.61% |
$46.3K - $52.5K
|
2.26K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
234+ 8.18% |
$46.1K - $52.3K
|
3.1K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
232+ 2.11% |
$45.7K - $51.8K
|
11.2K
$2.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
230+ 9.93% |
$45.3K - $51.4K
|
2.55K
$573K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
230+ 7.32% |
$45.3K - $51.4K
|
3.37K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
230+ 6.84% |
$45.3K - $51.4K
|
3.59K
$808K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
226+ 1.79% |
$44.5K - $50.5K
|
12.9K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
226+ 2.11% |
$44.5K - $50.5K
|
10.9K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
225+ 10.8% |
$44.3K - $50.3K
|
2.31K
$519K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
224+ 4.05% |
$44.1K - $50.1K
|
5.76K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
219+ 1.58% |
$43.1K - $48.9K
|
14.1K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218+ 0.5% |
$42.9K - $48.7K
|
43.6K
$9.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
217+ 2.6% |
$42.7K - $48.5K
|
8.57K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
213+ 4.6% |
$42K - $47.6K
|
4.84K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 15.02% |
$41.4K - $46.9K
|
1.61K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
210+ 2.76% |
$41.4K - $46.9K
|
7.83K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
209+ 8.83% |
$41.2K - $46.7K
|
2.58K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
209+ 0.66% |
$41.2K - $46.7K
|
31.8K
$7.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
208+ 0.62% |
$41K - $46.5K
|
33.6K
$7.56M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
206+ 20.62% |
$40.6K - $46K
|
1.21K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
205+ 18.4% |
$40.4K - $45.8K
|
1.32K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
205New |
$40.4K - $45.8K
|
205
$46.1K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
201+ 29.09% |
$39.6K - $44.9K
|
892
$201K
|