Purchases and Sales Made in Q3 2021 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
40New |
$5.65K - $6.23K
|
40
$8.52K
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
40+ 0.06% |
$5.65K - $6.23K
|
65.4K
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
40+ 0.03% |
$5.65K - $6.23K
|
127K
$27M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40+ 0.65% |
$5.65K - $6.23K
|
6.16K
$1.31M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
39+ 0.77% |
$5.51K - $6.08K
|
5.08K
$1.08M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
37+ 0.52% |
$5.22K - $5.77K
|
7.17K
$1.53M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
37+ 0.67% |
$5.22K - $5.77K
|
5.53K
$1.18M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
37+ 0.19% |
$5.22K - $5.77K
|
19.3K
$4.11M
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.64% |
$4.94K - $5.45K
|
5.52K
$1.18M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.12% |
$4.8K - $5.3K
|
27.7K
$5.91M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
34+ 0.34% |
$4.8K - $5.3K
|
9.9K
$2.11M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
33+ 1.03% |
$4.66K - $5.14K
|
3.25K
$692K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 4.06% |
$4.66K - $5.14K
|
845
$180K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
33+ 0.33% |
$4.66K - $5.14K
|
10.1K
$2.16M
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
31+ 1.91% |
$4.38K - $4.83K
|
1.65K
$352K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 41.67% |
$4.24K - $4.68K
|
102
$21.7K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
30+ 3.44% |
$4.24K - $4.68K
|
903
$192K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30+ 5.81% |
$4.24K - $4.68K
|
546
$116K
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
29+ 1.04% |
$4.09K - $4.52K
|
2.81K
$598K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
28+ 1.92% |
$3.95K - $4.36K
|
1.48K
$316K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
26+ 26.0% |
$3.67K - $4.05K
|
126
$26.8K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.84% |
$3.67K - $4.05K
|
3.11K
$663K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.74% |
$3.67K - $4.05K
|
3.53K
$752K
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
26+ 1.41% |
$3.67K - $4.05K
|
1.87K
$399K
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
24+ 9.96% |
$3.39K - $3.74K
|
265
$56.5K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
23+ 0.19% |
$3.25K - $3.58K
|
11.9K
$2.54M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23New |
$3.25K - $3.58K
|
23
$4.9K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 1.53% |
$3.25K - $3.58K
|
1.52K
$325K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
22+ 0.89% |
$3.11K - $3.43K
|
2.51K
$534K
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
21New |
$2.96K - $3.27K
|
21
$4.47K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
21+ 0.53% |
$2.96K - $3.27K
|
3.95K
$842K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21+ 2.8% |
$2.96K - $3.27K
|
771
$164K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
21+ 1.47% |
$2.96K - $3.27K
|
1.45K
$308K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19+ 0.61% |
$2.68K - $2.96K
|
3.12K
$664K
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19+ 0.23% |
$2.68K - $2.96K
|
8.15K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 4.29% |
$2.4K - $2.65K
|
413
$88K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.96% |
$2.4K - $2.65K
|
1.79K
$382K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
16+ 3.68% |
$2.26K - $2.49K
|
451
$96.1K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
16New |
$2.26K - $2.49K
|
16
$3.41K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13+ 0.38% |
$1.84K - $2.03K
|
3.4K
$724K
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.26% |
$1.41K - $1.56K
|
3.9K
$831K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
9+ 0.07% |
$1.27K - $1.4K
|
12K
$2.56M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
8+ 3.64% |
$1.13K - $1.25K
|
228
$48.6K
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
8+ 0.39% |
$1.13K - $1.25K
|
2.08K
$444K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.13K - $1.25K
|
2.35K
$501K
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8+ 0.43% |
$1.13K - $1.25K
|
1.88K
$400K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.42% |
$1.13K - $1.25K
|
1.89K
$403K
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7+ 0.38% |
$988 - $1.09K
|
1.85K
$394K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.4% |
$988 - $1.09K
|
1.76K
$375K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7+ 1.97% |
$988 - $1.09K
|
363
$77.3K
|