Purchases and Sales Made in Q1 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
31New |
$4.36K - $5.09K
|
31
$6.9K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31+ 13.19% |
$4.36K - $5.09K
|
266
$59.2K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
31+ 0.3% |
$4.36K - $5.09K
|
10.4K
$2.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
29+ 1.7% |
$4.08K - $4.76K
|
1.73K
$385K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28+ 0.53% |
$3.94K - $4.6K
|
5.32K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
28+ 1.99% |
$3.94K - $4.6K
|
1.44K
$320K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 4.3% |
$3.8K - $4.44K
|
655
$146K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
27+ 0.47% |
$3.8K - $4.44K
|
5.78K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27+ 0.37% |
$3.8K - $4.44K
|
7.42K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$3.52K - $4.11K
|
25
$5.56K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 51.02% |
$3.52K - $4.11K
|
74
$16.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25+ 0.41% |
$3.52K - $4.11K
|
6.1K
$1.36M
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
25+ 1.67% |
$3.52K - $4.11K
|
1.52K
$339K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.96% |
$3.37K - $3.94K
|
2.52K
$560K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
24+ 0.77% |
$3.37K - $3.94K
|
3.13K
$696K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
24+ 0.72% |
$3.37K - $3.94K
|
3.35K
$745K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
23+ 0.35% |
$3.23K - $3.78K
|
6.57K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
23+ 0.24% |
$3.23K - $3.78K
|
9.7K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
23+ 0.57% |
$3.23K - $3.78K
|
4.06K
$904K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 1.28% |
$3.09K - $3.61K
|
1.74K
$388K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$3.09K - $3.61K
|
22
$4.89K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 1.01% |
$2.95K - $3.45K
|
2.11K
$468K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21+ 2.32% |
$2.95K - $3.45K
|
928
$206K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21+ 0.16% |
$2.95K - $3.45K
|
13K
$2.89M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 2.13% |
$2.81K - $3.29K
|
957
$213K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20+ 0.38% |
$2.81K - $3.29K
|
5.3K
$1.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.1% |
$2.81K - $3.29K
|
971
$216K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 10.22% |
$2.67K - $3.12K
|
205
$45.6K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18+ 0.06% |
$2.53K - $2.96K
|
29.4K
$6.53M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.12% |
$2.53K - $2.96K
|
14.5K
$3.23M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17+ 0.87% |
$2.39K - $2.79K
|
1.97K
$438K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
16+ 1.24% |
$2.25K - $2.63K
|
1.3K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
16New |
$2.25K - $2.63K
|
16
$3.56K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
16+ 0.23% |
$2.25K - $2.63K
|
7.04K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16New |
$2.25K - $2.63K
|
16
$3.56K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
15New |
$2.11K - $2.46K
|
15
$3.34K
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
15+ 0.02% |
$2.11K - $2.46K
|
63K
$14M
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
15New |
$2.11K - $2.46K
|
15
$3.34K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
14+ 0.84% |
$1.97K - $2.3K
|
1.68K
$373K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
13+ 0.49% |
$1.83K - $2.14K
|
2.65K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13+ 1.72% |
$1.83K - $2.14K
|
769
$171K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.32% |
$1.69K - $1.97K
|
3.74K
$831K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11+ 0.24% |
$1.55K - $1.81K
|
4.61K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.41K - $1.64K
|
10
$2.22K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 3.92% |
$1.41K - $1.64K
|
265
$58.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
9+ 0.03% |
$1.27K - $1.48K
|
31.2K
$6.94M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 0.5% |
$1.27K - $1.48K
|
1.82K
$405K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 0.14% |
$1.27K - $1.48K
|
6.54K
$1.45M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9+ 25.0% |
$1.27K - $1.48K
|
45
$10K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8+ 0.62% |
$1.12K - $1.31K
|
1.3K
$289K
|