Purchases and Sales Made in Q2 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
75+ 0.3% |
$10.5K - $12.7K
|
24.7K
$5.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 0.78% |
$10.5K - $12.7K
|
9.64K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
72+ 0.4% |
$10.1K - $12.2K
|
18K
$3.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
72+ 1.11% |
$10.1K - $12.2K
|
6.55K
$1.44M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 0.71% |
$9.99K - $12K
|
10K
$2.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 0.87% |
$9.85K - $11.9K
|
8.13K
$1.79M
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
70+ 0.44% |
$9.85K - $11.9K
|
16.1K
$3.55M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
68+ 0.51% |
$9.56K - $11.5K
|
13.3K
$2.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
67+ 3.41% |
$9.42K - $11.4K
|
2.03K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
67+ 0.56% |
$9.42K - $11.4K
|
12K
$2.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
66New |
$9.28K - $11.2K
|
66
$14.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66+ 1.6% |
$9.28K - $11.2K
|
4.18K
$921K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
65New |
$9.14K - $11K
|
65
$14.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 4.91% |
$9.14K - $11K
|
1.39K
$306K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 9.3% |
$9K - $10.9K
|
752
$166K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
62+ 2.42% |
$8.72K - $10.5K
|
2.63K
$578K
|
|
|
Aug 05, 2022
Q2 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
61+ 0.6% |
$8.58K - $10.3K
|
10.3K
$2.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 4.67% |
$8.44K - $10.2K
|
1.35K
$296K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
60+ 3.27% |
$8.44K - $10.2K
|
1.9K
$418K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
60+ 4.62% |
$8.44K - $10.2K
|
1.36K
$300K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.39% |
$8.44K - $10.2K
|
15.6K
$3.44M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60+ 3.43% |
$8.44K - $10.2K
|
1.81K
$398K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
59+ 17.93% |
$8.3K - $10K
|
388
$85.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 6.57% |
$8.3K - $10K
|
957
$211K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
57+ 1.38% |
$8.02K - $9.67K
|
4.2K
$926K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
56+ 0.24% |
$7.88K - $9.5K
|
23.4K
$5.16M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
55+ 2.61% |
$7.74K - $9.33K
|
2.16K
$476K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 12.47% |
$7.74K - $9.33K
|
496
$109K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
55+ 1.23% |
$7.74K - $9.33K
|
4.54K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
54+ 2.51% |
$7.6K - $9.16K
|
2.2K
$485K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52+ 0.08% |
$7.31K - $8.82K
|
67.3K
$14.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
51+ 0.62% |
$7.17K - $8.65K
|
8.33K
$1.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
51+ 2.26% |
$7.17K - $8.65K
|
2.31K
$508K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
50+ 1.66% |
$7.03K - $8.48K
|
3.07K
$675K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 2.13% |
$7.03K - $8.48K
|
2.39K
$527K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
49+ 306.25% |
$6.89K - $8.31K
|
65
$14.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
47+ 1.53% |
$6.61K - $7.97K
|
3.11K
$686K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 33.82% |
$6.47K - $7.8K
|
182
$40.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 2.61% |
$6.47K - $7.8K
|
1.81K
$399K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
45+ 2.6% |
$6.33K - $7.63K
|
1.78K
$391K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
45+ 5.97% |
$6.33K - $7.63K
|
799
$176K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
45+ 2.42% |
$6.33K - $7.63K
|
1.91K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
45+ 3.16% |
$6.33K - $7.63K
|
1.47K
$324K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
43+ 2.16% |
$6.05K - $7.29K
|
2.03K
$448K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
42+ 2.74% |
$5.91K - $7.13K
|
1.58K
$347K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42+ 2.09% |
$5.91K - $7.13K
|
2.05K
$451K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
41New |
$5.77K - $6.96K
|
41
$9.03K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
41+ 2.26% |
$5.77K - $6.96K
|
1.86K
$409K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 1.93% |
$5.63K - $6.79K
|
2.11K
$464K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
39+ 2.06% |
$5.49K - $6.62K
|
1.93K
$426K
|