Purchases and Sales Made in Q4 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2022. 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, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.72KNew |
$266K - $291K
|
1.72K
$403K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$265K - $291K
|
1.71K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.69K+ 2.18% |
$261K - $287K
|
79K
$18.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.68K+ 1.11% |
$259K - $285K
|
153K
$35.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.63K+ 3.68% |
$252K - $277K
|
45.8K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.63KNew |
$251K - $276K
|
1.63K
$382K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.62K+ 1.45% |
$251K - $275K
|
114K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.6K+ 92.92% |
$248K - $272K
|
3.32K
$780K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.59K+ 1.22% |
$246K - $270K
|
132K
$31.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.59K+ 4.36% |
$246K - $270K
|
38K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
1.59KNew |
$245K - $269K
|
1.59K
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.58KNew |
$245K - $269K
|
1.58K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.57KNew |
$243K - $267K
|
1.57K
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
1.52K+ 1.04% |
$235K - $258K
|
148K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.52KNew |
$235K - $258K
|
1.52K
$356K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52K+ 9.4% |
$234K - $257K
|
17.6K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 6.22% |
$234K - $257K
|
25.8K
$6.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.51K+ 28.51% |
$234K - $257K
|
6.81K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51K+ 107.56% |
$233K - $256K
|
2.91K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.5KNew |
$233K - $255K
|
1.5K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.5K+ 34.17% |
$231K - $254K
|
5.87K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.49KNew |
$231K - $253K
|
1.49K
$350K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.49K+ 10.2% |
$230K - $253K
|
16.1K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.49K+ 10.67% |
$230K - $253K
|
15.4K
$3.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.47K+ 7.77% |
$228K - $250K
|
20.4K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$227K - $249K
|
1.47K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.45K+ 5.15% |
$224K - $245K
|
29.5K
$6.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.44K+ 38.21% |
$222K - $244K
|
5.2K
$1.22M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.43K+ 49.11% |
$221K - $242K
|
4.33K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.42KNew |
$219K - $241K
|
1.42K
$332K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.41KNew |
$218K - $239K
|
1.41K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.41KNew |
$217K - $239K
|
1.41K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.38K+ 55.75% |
$214K - $235K
|
3.86K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.38KNew |
$213K - $234K
|
1.38K
$323K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$212K - $233K
|
1.37K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$212K - $233K
|
1.37K
$322K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37KNew |
$212K - $233K
|
1.37K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.36KNew |
$211K - $232K
|
1.36K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 1.48% |
$211K - $231K
|
93.4K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.36K+ 0.07% |
$210K - $231K
|
2.08M
$487M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$209K - $230K
|
1.35K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
1.35KNew |
$209K - $230K
|
1.35K
$317K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.35KNew |
$209K - $229K
|
1.35K
$316K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.34KNew |
$208K - $228K
|
1.34K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.34K+ 85.61% |
$207K - $227K
|
2.9K
$682K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$205K - $225K
|
1.32K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.31K+ 8.39% |
$202K - $222K
|
16.9K
$3.96M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
1.3K+ 5.6% |
$202K - $221K
|
24.6K
$5.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.29KNew |
$199K - $219K
|
1.29K
$302K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.29K+ 2.47% |
$199K - $219K
|
53.5K
$12.5M
|