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 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
14+ 0.73% |
$2.09K - $2.45K
|
1.93K
$404K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 1.44% |
$1.94K - $2.28K
|
916
$191K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.94K - $2.28K
|
4.43K
$927K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
13+ 0.68% |
$1.94K - $2.28K
|
1.92K
$401K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
13+ 0.88% |
$1.94K - $2.28K
|
1.49K
$311K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
12+ 400.0% |
$1.79K - $2.1K
|
15
$3.14K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12+ 0.36% |
$1.79K - $2.1K
|
3.37K
$705K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 1.14% |
$1.64K - $1.93K
|
975
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11+ 0.65% |
$1.64K - $1.93K
|
1.7K
$356K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.41% |
$1.49K - $1.75K
|
2.43K
$508K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 83.33% |
$1.49K - $1.75K
|
22
$4.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
10+ 0.42% |
$1.49K - $1.75K
|
2.38K
$498K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$1.49K - $1.75K
|
10
$2.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 0.47% |
$1.49K - $1.75K
|
2.12K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 0.28% |
$1.49K - $1.75K
|
3.62K
$757K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.73% |
$1.49K - $1.75K
|
1.39K
$290K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.77% |
$1.34K - $1.58K
|
517
$108K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.4% |
$1.34K - $1.58K
|
2.28K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.5% |
$1.34K - $1.58K
|
1.82K
$380K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
9+ 0.67% |
$1.34K - $1.58K
|
1.35K
$283K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9+ 0.05% |
$1.34K - $1.58K
|
16.6K
$3.47M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.5% |
$1.34K - $1.58K
|
1.82K
$380K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.19K - $1.4K
|
6.42K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8+ 0.42% |
$1.19K - $1.4K
|
1.9K
$396K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
8+ 0.21% |
$1.19K - $1.4K
|
3.75K
$785K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8+ 0.33% |
$1.19K - $1.4K
|
2.4K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
8+ 0.38% |
$1.19K - $1.4K
|
2.09K
$436K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.37% |
$1.04K - $1.23K
|
1.89K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7+ 0.1% |
$1.04K - $1.23K
|
6.73K
$1.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
6+ 0.05% |
$896 - $1.05K
|
13.3K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6+ 0.0% |
$896 - $1.05K
|
473K
$98.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.28% |
$746 - $876
|
1.8K
$376K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.33% |
$746 - $876
|
1.51K
$316K
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
5+ 0.21% |
$746 - $876
|
2.34K
$489K
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.19% |
$746 - $876
|
2.65K
$554K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.43% |
$746 - $876
|
1.16K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.29% |
$746 - $876
|
1.71K
$358K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.34% |
$746 - $876
|
1.48K
$308K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$597 - $701
|
4
$836
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
4+ 0.16% |
$597 - $701
|
2.55K
$532K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.63% |
$597 - $701
|
635
$133K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$448 - $526
|
2.1K
$438K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$448 - $526
|
1.57K
$328K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.08% |
$448 - $526
|
3.66K
$765K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$448 - $526
|
6.05K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
3+ 0.12% |
$448 - $526
|
2.56K
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.05% |
$448 - $526
|
5.93K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.11% |
$299 - $351
|
1.76K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
2+ 0.14% |
$299 - $351
|
1.4K
$293K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.58% |
$299 - $351
|
347
$72.5K
|