Purchases and Sales Made in Q3 2021 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
537+ 1013.21% |
$75.8K - $83.7K
|
590
$137K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
536+ 4.33% |
$75.7K - $83.5K
|
12.9K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
529+ 27.09% |
$74.7K - $82.4K
|
2.48K
$578K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
525+ 2.26% |
$74.1K - $81.8K
|
23.8K
$5.54M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
524+ 0.96% |
$74K - $81.7K
|
55.3K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
518+ 3.39% |
$73.1K - $80.7K
|
15.8K
$3.68M
|
|
|
Dec 08, 2021
Q3 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
514+ 0.88% |
$72.6K - $80.1K
|
59K
$13.8M
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
513+ 14.32% |
$72.4K - $80K
|
4.1K
$954K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
509+ 0.62% |
$71.9K - $79.3K
|
83K
$19.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
508+ 3.21% |
$71.7K - $79.2K
|
16.3K
$3.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
505+ 1.53% |
$71.3K - $78.7K
|
33.4K
$7.79M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$70.6K - $77.9K
|
500
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
500+ 24.63% |
$70.6K - $77.9K
|
2.53K
$589K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
500+ 144.51% |
$70.6K - $77.9K
|
846
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
500+ 0.74% |
$70.6K - $77.9K
|
67.8K
$15.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
493+ 0.81% |
$69.6K - $76.8K
|
61.2K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
486+ 5.04% |
$68.6K - $75.7K
|
10.1K
$2.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
480+ 0.26% |
$67.8K - $74.8K
|
184K
$43M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
468+ 2.05% |
$66.1K - $72.9K
|
23.3K
$5.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
464+ 10.42% |
$65.5K - $72.3K
|
4.92K
$1.15M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
462+ 5.85% |
$65.2K - $72K
|
8.36K
$1.95M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
458+ 14.67% |
$64.7K - $71.4K
|
3.58K
$834K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
458+ 9.88% |
$64.7K - $71.4K
|
5.1K
$1.19M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
455+ 3.48% |
$64.2K - $70.9K
|
13.5K
$3.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
453+ 4.41% |
$64K - $70.6K
|
10.7K
$2.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
449+ 14.54% |
$63.4K - $70K
|
3.54K
$824K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
446+ 26.5% |
$63K - $69.5K
|
2.13K
$496K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
436+ 0.27% |
$61.6K - $68K
|
161K
$37.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
427+ 0.43% |
$60.3K - $66.5K
|
99K
$23.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
421New |
$59.4K - $65.6K
|
421
$98.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
418+ 15.5% |
$59K - $65.1K
|
3.12K
$726K
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
417+ 14.45% |
$58.9K - $65K
|
3.3K
$769K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
406New |
$57.3K - $63.3K
|
406
$94.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
390+ 1.65% |
$55.1K - $60.8K
|
24K
$5.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
389+ 7.78% |
$54.9K - $60.6K
|
5.39K
$1.26M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
389+ 4.8% |
$54.9K - $60.6K
|
8.49K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
385+ 58.96% |
$54.4K - $60K
|
1.04K
$242K
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
BUY
|
- |
378+ 0.94% |
$53.4K - $58.9K
|
40.4K
$9.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
370+ 3.75% |
$52.2K - $57.7K
|
10.2K
$2.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
368+ 6.97% |
$52K - $57.4K
|
5.64K
$1.31M
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
364+ 1.29% |
$51.4K - $56.7K
|
28.5K
$6.65M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
361+ 0.12% |
$51K - $56.3K
|
305K
$71.1M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
361+ 0.12% |
$51K - $56.3K
|
305K
$71.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
350+ 42.79% |
$49.4K - $54.5K
|
1.17K
$272K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
349+ 8.63% |
$49.3K - $54.4K
|
4.4K
$1.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
346+ 0.73% |
$48.8K - $53.9K
|
48K
$11.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
344+ 10.04% |
$48.6K - $53.6K
|
3.77K
$879K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
341+ 21.27% |
$48.1K - $53.1K
|
1.94K
$453K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
340+ 566.67% |
$48K - $53K
|
400
$93.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
333+ 19.02% |
$47K - $51.9K
|
2.08K
$486K
|