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 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
7+ 0.28% |
$1.06K - $1.25K
|
2.51K
$552K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 20.69% |
$907 - $1.07K
|
35
$7.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.38% |
$907 - $1.07K
|
1.6K
$353K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.35% |
$907 - $1.07K
|
1.71K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.31% |
$756 - $896
|
1.62K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.05% |
$756 - $896
|
9.42K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5New |
$756 - $896
|
5
$1.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$605 - $716
|
1.48K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$605 - $716
|
1.96K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.14% |
$605 - $716
|
2.95K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
4+ 0.25% |
$605 - $716
|
1.63K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.17% |
$605 - $716
|
2.43K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$605 - $716
|
1.52K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.18% |
$605 - $716
|
2.25K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4+ 0.1% |
$605 - $716
|
3.89K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$605 - $716
|
2.71K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$605 - $716
|
1.41K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3+ 0.06% |
$454 - $537
|
4.63K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.21% |
$454 - $537
|
1.4K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$454 - $537
|
2.53K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 3.75% |
$454 - $537
|
83
$18.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.18% |
$454 - $537
|
1.65K
$364K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.11% |
$302 - $358
|
1.77K
$390K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2+ 0.03% |
$302 - $358
|
7.37K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$302 - $358
|
5.65K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$302 - $358
|
1.41K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.06% |
$302 - $358
|
3.11K
$684K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$302 - $358
|
3.02K
$664K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$302 - $358
|
2.61K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$302 - $358
|
3.61K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.22% |
$302 - $358
|
907
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.02% |
$302 - $358
|
8.35K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.69% |
$302 - $358
|
290
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$302 - $358
|
2
$441
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.07% |
$302 - $358
|
3.06K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.29% |
$302 - $358
|
693
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $179
|
1.65K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.49% |
$151 - $179
|
205
$45.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $179
|
2.06K
$454K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $179
|
2.1K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.09% |
$151 - $179
|
1.1K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.04% |
$151 - $179
|
2.64K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$151 - $179
|
2.32K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$151 - $179
|
27
$5.95K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.06% |
$151 - $179
|
1.62K
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$151 - $179
|
6.09K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $179
|
1.89K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.04% |
$151 - $179
|
2.77K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$151 - $179
|
3.01K
$662K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$151 - $179
|
814
$179K
|