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 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$175K - $208K
|
1.16K
$245K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.16K+ 4.27% |
$175K - $207K
|
28.3K
$5.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$175K - $207K
|
1.16K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.15KNew |
$174K - $206K
|
1.15K
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.15KNew |
$174K - $206K
|
1.15K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.15KNew |
$174K - $206K
|
1.15K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.14KNew |
$173K - $205K
|
1.14K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.14K+ 8.21% |
$173K - $205K
|
15K
$3.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.13KNew |
$171K - $202K
|
1.13K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.13KNew |
$171K - $202K
|
1.13K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$171K - $202K
|
1.13K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.13KNew |
$171K - $202K
|
1.13K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 27.09% |
$170K - $202K
|
5.28K
$1.12M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 27.09% |
$170K - $202K
|
5.28K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.12KNew |
$169K - $200K
|
1.12K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.11KNew |
$168K - $200K
|
1.11K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.1KNew |
$166K - $197K
|
1.1K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.65% |
$166K - $196K
|
15.4K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.07K+ 17.31% |
$162K - $191K
|
7.24K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.06KNew |
$160K - $190K
|
1.06K
$224K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.05K+ 20.92% |
$158K - $188K
|
6.06K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 1.87% |
$158K - $187K
|
56.8K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.04K+ 0.81% |
$157K - $186K
|
130K
$27.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.02K+ 135.37% |
$154K - $182K
|
1.77K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.01KNew |
$153K - $181K
|
1.01K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.01K+ 56.1% |
$152K - $180K
|
2.8K
$592K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1K+ 3.98% |
$152K - $180K
|
26.2K
$5.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1K+ 74.76% |
$152K - $180K
|
2.35K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
990+ 11.35% |
$150K - $177K
|
9.72K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
957+ 7.11% |
$145K - $171K
|
14.4K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
945+ 3.64% |
$143K - $169K
|
26.9K
$5.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
936+ 6.8% |
$142K - $168K
|
14.7K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
927+ 12.24% |
$140K - $166K
|
8.5K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
927+ 2.92% |
$140K - $166K
|
32.6K
$6.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
926+ 6.86% |
$140K - $166K
|
14.4K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
923+ 0.56% |
$140K - $165K
|
166K
$35.1M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
920New |
$139K - $165K
|
920
$195K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
900New |
$136K - $161K
|
900
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
896+ 34.78% |
$135K - $160K
|
3.47K
$734K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
880+ 4.55% |
$133K - $158K
|
20.2K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
875+ 62.06% |
$132K - $157K
|
2.29K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
859+ 56.77% |
$130K - $154K
|
2.37K
$502K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
849+ 9.52% |
$128K - $152K
|
9.77K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
846+ 4.53% |
$128K - $152K
|
19.5K
$4.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
839+ 0.36% |
$127K - $150K
|
233K
$49.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
835+ 25.25% |
$126K - $150K
|
4.14K
$876K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
832+ 4.25% |
$126K - $149K
|
20.4K
$4.32M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
831+ 3.43% |
$126K - $149K
|
25.1K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
828+ 5.13% |
$125K - $148K
|
17K
$3.59M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
826+ 1.39% |
$125K - $148K
|
60.2K
$12.7M
|