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
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-31- 0.59% |
$4.38K - $4.83K
|
5.18K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 0.7% |
$4.8K - $5.3K
|
4.84K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.15% |
$4.94K - $5.45K
|
23.7K
$5.05M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-36- 0.33% |
$5.08K - $5.61K
|
10.8K
$2.3M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.12% |
$5.08K - $5.61K
|
28.8K
$6.13M
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-36- 0.55% |
$5.08K - $5.61K
|
6.46K
$1.38M
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.18% |
$5.36K - $5.92K
|
20.6K
$4.38M
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-39- 1.84% |
$5.51K - $6.08K
|
2.08K
$444K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-39- 4.48% |
$5.51K - $6.08K
|
832
$177K
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-39- 1.05% |
$5.51K - $6.08K
|
3.66K
$779K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40- 2.38% |
$5.65K - $6.23K
|
1.64K
$350K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-40- 0.65% |
$5.65K - $6.23K
|
6.1K
$1.3M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-41- 50.0% |
$5.79K - $6.39K
|
41
$8.74K
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-44- 0.12% |
$6.21K - $6.86K
|
36.5K
$7.78M
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-44- 0.46% |
$6.21K - $6.86K
|
9.46K
$2.01M
|
|
Oct 13, 2021
Q3 2021
|
Sl Advisors, LLC
|
SELL
|
- |
-45- 1.02% |
$6.35K - $7.01K
|
4.39K
$934K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-45- 2.34% |
$6.35K - $7.01K
|
1.88K
$401K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-46- 0.43% |
$6.49K - $7.17K
|
10.8K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-46- 8.01% |
$6.49K - $7.17K
|
528
$113K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48- 0.75% |
$6.78K - $7.48K
|
6.39K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-48- 2.3% |
$6.78K - $7.48K
|
2.04K
$435K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-49- 0.09% |
$6.92K - $7.64K
|
51.6K
$11M
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 1.11% |
$7.06K - $7.79K
|
4.44K
$945K
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-50- 0.41% |
$7.06K - $7.79K
|
12.2K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52- 53.06% |
$7.34K - $8.1K
|
46
$9.8K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-55Closed |
$7.76K - $8.57K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-56- 6.02% |
$7.91K - $8.73K
|
875
$186K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-59- 1.07% |
$8.33K - $9.2K
|
5.44K
$1.16M
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
SELL
|
- |
-60- 0.57% |
$8.47K - $9.35K
|
10.4K
$2.22M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-60Closed |
$8.47K - $9.35K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-63- 0.3% |
$8.89K - $9.82K
|
20.9K
$4.45M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 1.43% |
$9.03K - $9.97K
|
4.41K
$939K
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-65- 2.58% |
$9.18K - $10.1K
|
2.46K
$523K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-65- 1.42% |
$9.18K - $10.1K
|
4.52K
$964K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-66- 1.32% |
$9.32K - $10.3K
|
4.95K
$1.06M
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-66- 0.31% |
$9.32K - $10.3K
|
21.4K
$4.56M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69- 1.88% |
$9.74K - $10.8K
|
3.6K
$767K
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-70- 1.39% |
$9.88K - $10.9K
|
4.97K
$1.06M
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-71- 2.48% |
$10K - $11.1K
|
2.8K
$596K
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-76- 0.7% |
$10.7K - $11.8K
|
10.8K
$2.29M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-79- 0.6% |
$11.2K - $12.3K
|
13.1K
$2.79M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-83Closed |
$11.7K - $12.9K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-86- 0.4% |
$12.1K - $13.4K
|
21.3K
$4.54M
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-86- 4.17% |
$12.1K - $13.4K
|
1.97K
$421K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-87- 0.31% |
$12.3K - $13.6K
|
27.7K
$5.89M
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 2.14% |
$12.7K - $14K
|
4.12K
$877K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-90- 1.0% |
$12.7K - $14K
|
8.89K
$1.89M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-93- 5.56% |
$13.1K - $14.5K
|
1.58K
$337K
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-95- 1.32% |
$13.4K - $14.8K
|
7.13K
$1.52M
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 3.44% |
$14.1K - $15.6K
|
2.81K
$598K
|