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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.08% |
$141 - $156
|
1.23K
$263K
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$424 - $468
|
8.19K
$1.75M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.21% |
$424 - $468
|
1.46K
$311K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3- 0.17% |
$424 - $468
|
1.73K
$368K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.16% |
$565 - $623
|
2.54K
$541K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-5- 0.29% |
$706 - $779
|
1.73K
$369K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-5- 20.0% |
$706 - $779
|
20
$4.26K
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.28% |
$706 - $779
|
1.78K
$378K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 0.14% |
$706 - $779
|
3.59K
$766K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5Closed |
$706 - $779
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 58.33% |
$988 - $1.09K
|
5
$1.07K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-7Closed |
$988 - $1.09K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8- 6.06% |
$1.13K - $1.25K
|
124
$26.4K
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-9- 0.17% |
$1.27K - $1.4K
|
5.18K
$1.1M
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9- 0.03% |
$1.27K - $1.4K
|
34.8K
$7.41M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9- 0.04% |
$1.27K - $1.4K
|
21.2K
$4.52M
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9- 0.27% |
$1.27K - $1.4K
|
3.28K
$699K
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10- 0.43% |
$1.41K - $1.56K
|
2.34K
$498K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.14% |
$1.55K - $1.71K
|
7.99K
$1.7M
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 0.91% |
$1.69K - $1.87K
|
1.31K
$279K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12- 0.23% |
$1.69K - $1.87K
|
5.32K
$1.13M
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-12- 0.29% |
$1.69K - $1.87K
|
4.11K
$875K
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-13- 0.24% |
$1.84K - $2.03K
|
5.47K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.11% |
$1.84K - $2.03K
|
12.2K
$2.6M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-13- 0.52% |
$1.84K - $2.03K
|
2.5K
$533K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14- 0.7% |
$1.98K - $2.18K
|
1.99K
$424K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 1.17% |
$1.98K - $2.18K
|
1.18K
$251K
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-14- 0.24% |
$1.98K - $2.18K
|
5.77K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-14- 0.61% |
$1.98K - $2.18K
|
2.28K
$485K
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-15- 0.43% |
$2.12K - $2.34K
|
3.43K
$732K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17- 0.2% |
$2.4K - $2.65K
|
8.28K
$1.76M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-18- 0.74% |
$2.54K - $2.81K
|
2.4K
$512K
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-21Closed |
$2.96K - $3.27K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21- 0.49% |
$2.96K - $3.27K
|
4.26K
$907K
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-21- 0.51% |
$2.96K - $3.27K
|
4.07K
$867K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-22- 0.62% |
$3.11K - $3.43K
|
3.54K
$755K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-24- 0.75% |
$3.39K - $3.74K
|
3.16K
$674K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-24- 4.29% |
$3.39K - $3.74K
|
535
$114K
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
SELL
|
- |
-25- 1.54% |
$3.53K - $3.9K
|
1.6K
$341K
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-25- 0.65% |
$3.53K - $3.9K
|
3.85K
$819K
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 1.14% |
$3.53K - $3.9K
|
2.16K
$460K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-26- 0.41% |
$3.67K - $4.05K
|
6.37K
$1.36M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-26Closed |
$3.67K - $4.05K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-26- 0.3% |
$3.67K - $4.05K
|
8.66K
$1.85M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-27- 1.77% |
$3.81K - $4.21K
|
1.5K
$320K
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-28Closed |
$3.95K - $4.36K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-28- 0.4% |
$3.95K - $4.36K
|
7.05K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-29Closed |
$4.09K - $4.52K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-30- 0.17% |
$4.24K - $4.68K
|
17.5K
$3.73M
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-30- 0.38% |
$4.24K - $4.68K
|
7.95K
$1.69M
|