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 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
8+ 0.57% |
$1.12K - $1.31K
|
1.42K
$316K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8+ 0.43% |
$1.12K - $1.31K
|
1.88K
$418K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7+ 0.03% |
$984 - $1.15K
|
21.9K
$4.86M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.22% |
$984 - $1.15K
|
3.2K
$712K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.4% |
$984 - $1.15K
|
1.74K
$387K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.4% |
$844 - $986
|
1.5K
$334K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$844 - $986
|
1.63K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
6+ 0.32% |
$844 - $986
|
1.89K
$421K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6+ 0.25% |
$844 - $986
|
2.37K
$528K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.12% |
$844 - $986
|
5.05K
$1.12M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.35% |
$844 - $986
|
1.7K
$379K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.35% |
$703 - $822
|
1.43K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5+ 0.59% |
$703 - $822
|
855
$190K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
5New |
$703 - $822
|
5
$1.11K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.16% |
$703 - $822
|
3.07K
$683K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
4+ 0.53% |
$562 - $657
|
754
$168K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 0.42% |
$562 - $657
|
949
$211K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
3+ 0.08% |
$422 - $493
|
3.62K
$806K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
3+ 0.16% |
$422 - $493
|
1.88K
$417K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.05% |
$422 - $493
|
5.82K
$1.29M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.13% |
$422 - $493
|
2.35K
$522K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.43% |
$422 - $493
|
694
$154K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3+ 60.0% |
$422 - $493
|
8
$1.78K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.09% |
$281 - $329
|
2.27K
$504K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.11% |
$281 - $329
|
1.76K
$391K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$281 - $329
|
3.54K
$788K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.08% |
$281 - $329
|
2.47K
$548K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.13% |
$281 - $329
|
1.58K
$351K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2+ 0.18% |
$281 - $329
|
1.08K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.05% |
$281 - $329
|
4.11K
$914K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.38% |
$141 - $164
|
266
$59.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.14% |
$141 - $164
|
701
$156K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$141 - $164
|
1.31K
$290K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$141 - $164
|
284
$63.2K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.02% |
$141 - $164
|
5.85K
$1.3M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.06% |
$141 - $164
|
1.57K
$350K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $164
|
1.36K
$303K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.52% |
$141 - $164
|
194
$43.2K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1+ 0.02% |
$141 - $164
|
4.39K
$976K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1- 0.01% |
$141 - $164
|
14.5K
$3.23M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-1- 0.04% |
$141 - $164
|
2.26K
$502K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.15% |
$141 - $164
|
679
$151K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.12% |
$141 - $164
|
809
$180K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- 0.06% |
$141 - $164
|
1.75K
$389K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-2- 0.08% |
$281 - $329
|
2.59K
$575K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$281 - $329
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.2% |
$422 - $493
|
1.51K
$336K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3Closed |
$422 - $493
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4- 1.33% |
$562 - $657
|
297
$66.1K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5- 0.81% |
$703 - $822
|
610
$136K
|