Purchases and Sales Made in Q3 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
49+ 2.12% |
$7.31K - $8.59K
|
2.36K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47+ 2.63% |
$7.02K - $8.24K
|
1.84K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
46+ 13.03% |
$6.87K - $8.06K
|
399
$82K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
46+ 3.42% |
$6.87K - $8.06K
|
1.39K
$286K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
44+ 2.48% |
$6.57K - $7.71K
|
1.82K
$374K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42+ 0.3% |
$6.27K - $7.36K
|
14.2K
$2.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 0.61% |
$6.27K - $7.36K
|
6.95K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
40+ 1.56% |
$5.97K - $7.01K
|
2.61K
$535K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 3.42% |
$5.82K - $6.84K
|
1.18K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 3.06% |
$5.67K - $6.66K
|
1.28K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
38+ 1.96% |
$5.67K - $6.66K
|
1.97K
$405K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
38+ 2.0% |
$5.67K - $6.66K
|
1.94K
$398K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
36+ 0.25% |
$5.37K - $6.31K
|
14.3K
$2.93M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.25% |
$5.22K - $6.14K
|
14.2K
$2.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 1.27% |
$5.22K - $6.14K
|
2.79K
$573K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
35+ 1.33% |
$5.22K - $6.14K
|
2.67K
$548K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35+ 1.03% |
$5.22K - $6.14K
|
3.44K
$706K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 0.3% |
$5.22K - $6.14K
|
11.8K
$2.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 2.05% |
$5.08K - $5.96K
|
1.69K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
34+ 1.16% |
$5.08K - $5.96K
|
2.97K
$611K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
32+ 4.01% |
$4.78K - $5.61K
|
831
$171K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 1.77% |
$4.63K - $5.43K
|
1.79K
$367K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
30+ 1.03% |
$4.48K - $5.26K
|
2.95K
$606K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
30+ 14.02% |
$4.48K - $5.26K
|
244
$50.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
29+ 0.55% |
$4.33K - $5.08K
|
5.3K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
29+ 1.63% |
$4.33K - $5.08K
|
1.81K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.01% |
$4.18K - $4.91K
|
331K
$68M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27+ 0.17% |
$4.03K - $4.73K
|
15.9K
$3.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.77% |
$4.03K - $4.73K
|
3.52K
$723K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 1.18% |
$3.88K - $4.56K
|
2.23K
$458K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 0.03% |
$3.88K - $4.56K
|
79.1K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
26New |
$3.88K - $4.56K
|
26
$5.34K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.52% |
$3.88K - $4.56K
|
5.05K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 1.09% |
$3.73K - $4.38K
|
2.33K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25+ 1.53% |
$3.73K - $4.38K
|
1.66K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23+ 0.16% |
$3.43K - $4.03K
|
14.6K
$3M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
22+ 1.65% |
$3.28K - $3.86K
|
1.35K
$278K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
22+ 0.65% |
$3.28K - $3.86K
|
3.43K
$704K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
21+ 0.33% |
$3.13K - $3.68K
|
6.3K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
20+ 0.19% |
$2.99K - $3.51K
|
10.7K
$2.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.68% |
$2.84K - $3.33K
|
2.83K
$581K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19+ 0.7% |
$2.84K - $3.33K
|
2.73K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
19+ 0.73% |
$2.84K - $3.33K
|
2.63K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
19+ 1.22% |
$2.84K - $3.33K
|
1.58K
$324K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.28% |
$2.69K - $3.16K
|
6.45K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18+ 1.87% |
$2.69K - $3.16K
|
979
$201K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17+ 1.1% |
$2.54K - $2.98K
|
1.56K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
17+ 0.37% |
$2.54K - $2.98K
|
4.62K
$949K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 50.0% |
$2.24K - $2.63K
|
45
$9.24K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14New |
$2.09K - $2.45K
|
14
$2.88K
|