Purchases and Sales Made in Q4 2023 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 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 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
208+ 7.13% |
$31.5K - $37.3K
|
3.13K
$657K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
207+ 0.83% |
$31.3K - $37.1K
|
25K
$5.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
203+ 0.64% |
$30.7K - $36.4K
|
31.9K
$6.71M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
203+ 0.64% |
$30.7K - $36.4K
|
31.9K
$6.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
201+ 1.95% |
$30.4K - $36K
|
10.5K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
199New |
$30.1K - $35.6K
|
199
$41.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
198New |
$29.9K - $35.5K
|
198
$41.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
195+ 5.14% |
$29.5K - $34.9K
|
3.99K
$837K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
193+ 3.69% |
$29.2K - $34.6K
|
5.43K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
188+ 3.42% |
$28.4K - $33.7K
|
5.68K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
186New |
$28.1K - $33.3K
|
186
$39.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
185+ 5.35% |
$28K - $33.1K
|
3.64K
$765K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
185+ 2.83% |
$28K - $33.1K
|
6.72K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
182+ 13.85% |
$27.5K - $32.6K
|
1.5K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
182+ 4.4% |
$27.5K - $32.6K
|
4.31K
$906K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
182+ 4.03% |
$27.5K - $32.6K
|
4.7K
$988K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
180+ 12.01% |
$27.2K - $32.2K
|
1.68K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 0.18% |
$27.2K - $32.2K
|
100K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
179+ 3.0% |
$27.1K - $32.1K
|
6.14K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
176+ 2.44% |
$26.6K - $31.5K
|
7.39K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
168+ 127.27% |
$25.4K - $30.1K
|
300
$63K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
166New |
$25.1K - $29.7K
|
166
$34.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
166New |
$25.1K - $29.7K
|
166
$34.9K
|
|
|
Jan 19, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
165New |
$24.9K - $29.6K
|
165
$34.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
165New |
$24.9K - $29.6K
|
165
$34.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
161+ 0.79% |
$24.3K - $28.8K
|
20.7K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
161+ 1.95% |
$24.3K - $28.8K
|
8.41K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
160+ 1.56% |
$24.2K - $28.7K
|
10.4K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
156+ 0.84% |
$23.6K - $27.9K
|
18.7K
$3.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
156+ 6.13% |
$23.6K - $27.9K
|
2.7K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
156+ 3.65% |
$23.6K - $27.9K
|
4.43K
$931K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
154+ 0.69% |
$23.3K - $27.6K
|
22.5K
$4.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
153New |
$23.1K - $27.4K
|
153
$32.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
152+ 8.01% |
$23K - $27.2K
|
2.05K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
147+ 2.45% |
$22.2K - $26.3K
|
6.16K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
146+ 10.61% |
$22.1K - $26.1K
|
1.52K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
143+ 2.56% |
$21.6K - $25.6K
|
5.73K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.24% |
$21.5K - $25.4K
|
11.6K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
140+ 9.74% |
$21.2K - $25.1K
|
1.58K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
137+ 1.17% |
$20.7K - $24.5K
|
11.9K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
136+ 0.05% |
$20.6K - $24.4K
|
251K
$52.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
135+ 10.25% |
$20.4K - $24.2K
|
1.45K
$305K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
133New |
$20.1K - $23.8K
|
133
$27.9K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
133+ 0.85% |
$20.1K - $23.8K
|
15.9K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
131+ 7.01% |
$19.8K - $23.5K
|
2K
$420K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$19.7K - $23.3K
|
130
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
130+ 4.44% |
$19.7K - $23.3K
|
3.06K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
128+ 5.8% |
$19.4K - $22.9K
|
2.34K
$491K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 7.17% |
$18.8K - $22.2K
|
1.85K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
124+ 0.21% |
$18.8K - $22.2K
|
58K
$12.2M
|