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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
12+ 0.24% |
$1.69K - $2.04K
|
4.95K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11+ 0.31% |
$1.55K - $1.87K
|
3.58K
$811K
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11+ 0.85% |
$1.55K - $1.87K
|
1.31K
$297K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
10+ 0.43% |
$1.41K - $1.7K
|
2.33K
$529K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.44% |
$1.41K - $1.7K
|
2.27K
$515K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10+ 0.53% |
$1.41K - $1.7K
|
1.89K
$428K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.2% |
$1.41K - $1.7K
|
5.02K
$1.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.7% |
$1.27K - $1.53K
|
1.29K
$292K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
9+ 0.34% |
$1.27K - $1.53K
|
2.64K
$600K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 40.91% |
$1.27K - $1.53K
|
31
$7.03K
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.29% |
$1.27K - $1.53K
|
3.12K
$709K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.39% |
$1.27K - $1.53K
|
2.3K
$521K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.47% |
$985 - $1.19K
|
1.51K
$342K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$985 - $1.19K
|
36.6K
$8.29M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
7+ 0.22% |
$985 - $1.19K
|
3.19K
$724K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7New |
$985 - $1.19K
|
7
$1.59K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$985 - $1.19K
|
7
$1.59K
|
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
6+ 0.32% |
$844 - $1.02K
|
1.9K
$431K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.36% |
$703 - $848
|
1.4K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5+ 0.21% |
$703 - $848
|
2.4K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.24% |
$703 - $848
|
2.06K
$467K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$703 - $848
|
5
$1.13K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.17% |
$563 - $679
|
2.35K
$533K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.22% |
$563 - $679
|
1.79K
$406K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.49% |
$563 - $679
|
813
$184K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.23% |
$563 - $679
|
1.71K
$388K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3+ 0.21% |
$422 - $509
|
1.43K
$325K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.18% |
$422 - $509
|
1.65K
$374K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$422 - $509
|
2.09K
$475K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.43% |
$422 - $509
|
697
$158K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.24% |
$422 - $509
|
1.24K
$281K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.23% |
$422 - $509
|
1.32K
$300K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 0.04% |
$422 - $509
|
7.6K
$1.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 6.0% |
$422 - $509
|
53
$12K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3+ 0.22% |
$422 - $509
|
1.36K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3+ 0.11% |
$422 - $509
|
2.7K
$612K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.31% |
$281 - $339
|
657
$149K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
2+ 0.09% |
$281 - $339
|
2.14K
$485K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.08% |
$281 - $339
|
2.36K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$281 - $339
|
2.29K
$519K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.03% |
$281 - $339
|
6.1K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.04% |
$281 - $339
|
4.91K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$281 - $339
|
9.62K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$281 - $339
|
3.49K
$793K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.55% |
$281 - $339
|
366
$83K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.33% |
$141 - $170
|
308
$69.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.06% |
$141 - $170
|
1.7K
$385K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.06% |
$141 - $170
|
1.76K
$399K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1+ 0.79% |
$141 - $170
|
128
$29K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 0.03% |
$141 - $170
|
3.75K
$850K
|