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 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.53% |
$746 - $876
|
947
$195K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-5- 0.07% |
$746 - $876
|
6.85K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.07% |
$746 - $876
|
7.6K
$1.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6- 0.04% |
$896 - $1.05K
|
14.4K
$2.96M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.19% |
$896 - $1.05K
|
3.13K
$644K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-7- 0.34% |
$1.04K - $1.23K
|
2.03K
$416K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8- 0.09% |
$1.19K - $1.4K
|
9.37K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 0.98% |
$1.19K - $1.4K
|
805
$165K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8- 0.15% |
$1.19K - $1.4K
|
5.2K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-9- 0.7% |
$1.34K - $1.58K
|
1.28K
$263K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-10- 0.28% |
$1.49K - $1.75K
|
3.55K
$729K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 10.2% |
$1.49K - $1.75K
|
88
$18.1K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-10- 8.0% |
$1.49K - $1.75K
|
115
$23.6K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11- 0.54% |
$1.64K - $1.93K
|
2.04K
$418K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 5.24% |
$1.79K - $2.1K
|
217
$44.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12- 0.38% |
$1.79K - $2.1K
|
3.15K
$648K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$2.24K - $2.63K
|
2.61K
$536K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-15- 0.15% |
$2.24K - $2.63K
|
9.74K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.47% |
$2.24K - $2.63K
|
3.17K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.11% |
$2.39K - $2.8K
|
14K
$2.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 3.43% |
$2.54K - $2.98K
|
479
$98.4K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 0.84% |
$2.54K - $2.98K
|
2.01K
$413K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-18- 7.26% |
$2.69K - $3.16K
|
230
$47.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-18- 5.64% |
$2.69K - $3.16K
|
301
$61.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-18- 0.24% |
$2.69K - $3.16K
|
7.42K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.59% |
$2.84K - $3.33K
|
3.18K
$653K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.57% |
$2.99K - $3.51K
|
3.52K
$723K
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.68% |
$2.99K - $3.51K
|
2.91K
$597K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20- 25.0% |
$2.99K - $3.51K
|
60
$12.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-21- 46.67% |
$3.13K - $3.68K
|
24
$4.93K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 3.06% |
$3.43K - $4.03K
|
729
$150K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.33% |
$3.58K - $4.21K
|
7.35K
$1.51M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 1.68% |
$3.73K - $4.38K
|
1.47K
$301K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-26- 0.39% |
$3.88K - $4.56K
|
6.58K
$1.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27- 5.47% |
$4.03K - $4.73K
|
467
$95.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 0.27% |
$4.03K - $4.73K
|
9.96K
$2.05M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 0.75% |
$4.03K - $4.73K
|
3.56K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-28- 0.04% |
$4.18K - $4.91K
|
66.9K
$13.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-29- 1.9% |
$4.33K - $5.08K
|
1.5K
$307K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.73% |
$4.33K - $5.08K
|
3.92K
$806K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-29- 0.31% |
$4.33K - $5.08K
|
9.3K
$1.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.31% |
$4.33K - $5.08K
|
9.4K
$1.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-29- 1.74% |
$4.33K - $5.08K
|
1.63K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29- 1.1% |
$4.33K - $5.08K
|
2.6K
$534K
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-30- 1.83% |
$4.48K - $5.26K
|
1.61K
$330K
|
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 0.69% |
$4.48K - $5.26K
|
4.31K
$884K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.29% |
$4.48K - $5.26K
|
10.4K
$2.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-30- 0.13% |
$4.48K - $5.26K
|
22.7K
$4.66M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-31- 0.38% |
$4.63K - $5.43K
|
8.03K
$1.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-33- 1.67% |
$4.93K - $5.78K
|
1.94K
$399K
|