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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
846+ 0.84% |
$131K - $144K
|
101K
$23.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
845+ 1.77% |
$131K - $144K
|
48.5K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
843New |
$130K - $143K
|
843
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
834+ 17.1% |
$129K - $142K
|
5.71K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
834+ 23.69% |
$129K - $142K
|
4.35K
$1.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
831+ 8.35% |
$129K - $141K
|
10.8K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
828+ 2.56% |
$128K - $141K
|
33.2K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
816+ 2.62% |
$126K - $139K
|
32K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
804+ 3.19% |
$124K - $137K
|
26K
$6.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
803+ 22.97% |
$124K - $136K
|
4.3K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
798+ 3.82% |
$123K - $136K
|
21.7K
$5.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
792+ 37.43% |
$123K - $135K
|
2.91K
$683K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
755+ 8.02% |
$117K - $128K
|
10.2K
$2.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
754+ 2.35% |
$117K - $128K
|
32.9K
$7.72M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
746New |
$115K - $127K
|
746
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745+ 15.43% |
$115K - $127K
|
5.57K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
719+ 20.29% |
$111K - $122K
|
4.26K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
716+ 0.92% |
$111K - $122K
|
78.4K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
716New |
$111K - $122K
|
716
$168K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
700+ 4.94% |
$108K - $119K
|
14.9K
$3.49M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
700+ 7.99% |
$108K - $119K
|
9.46K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
698New |
$108K - $119K
|
698
$164K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
691+ 1.83% |
$107K - $117K
|
38.5K
$9.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
686+ 1.08% |
$106K - $117K
|
64.4K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
682+ 12.01% |
$106K - $116K
|
6.36K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
659+ 28.68% |
$102K - $112K
|
2.96K
$694K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
658+ 0.46% |
$102K - $112K
|
145K
$34M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
652+ 2.64% |
$101K - $111K
|
25.3K
$5.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
650+ 13.36% |
$101K - $110K
|
5.52K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
650+ 2.61% |
$101K - $110K
|
25.6K
$6.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
641+ 3.81% |
$99.2K - $109K
|
17.5K
$4.1M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
640+ 2.52% |
$99K - $109K
|
26K
$6.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
635+ 21.17% |
$98.3K - $108K
|
3.64K
$853K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
628+ 2.37% |
$97.2K - $107K
|
27.2K
$6.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
619+ 2.62% |
$95.8K - $105K
|
24.3K
$5.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
610+ 3.99% |
$94.4K - $104K
|
15.9K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
601+ 0.97% |
$93K - $102K
|
62.8K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
599+ 7.78% |
$92.7K - $102K
|
8.3K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
589New |
$91.1K - $100K
|
589
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
579+ 2.34% |
$89.6K - $98.3K
|
25.3K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
575+ 6.36% |
$89K - $97.7K
|
9.62K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
570New |
$88.2K - $96.8K
|
570
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
560+ 1.39% |
$86.6K - $95.1K
|
40.9K
$9.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
534+ 4.44% |
$82.6K - $90.7K
|
12.6K
$2.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
532New |
$82.3K - $90.4K
|
532
$125K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
526+ 5.51% |
$81.4K - $89.3K
|
10.1K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
524New |
$81.1K - $89K
|
524
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
523+ 1.21% |
$80.9K - $88.8K
|
43.8K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
519+ 0.55% |
$80.3K - $88.2K
|
94.1K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
514+ 0.53% |
$79.5K - $87.3K
|
98.2K
$23.1M
|