Purchases and Sales Made in Q4 2021 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
783+ 6.39% |
$117K - $131K
|
13K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
776+ 48.81% |
$115K - $130K
|
2.37K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
756+ 0.21% |
$113K - $126K
|
356K
$78.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
755+ 1.81% |
$112K - $126K
|
42.5K
$9.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
750New |
$112K - $125K
|
750
$165K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
750New |
$112K - $125K
|
750
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
750+ 0.41% |
$112K - $125K
|
185K
$40.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
727+ 0.29% |
$108K - $121K
|
253K
$55.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
721+ 572.22% |
$107K - $120K
|
847
$187K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
710+ 1.91% |
$106K - $118K
|
37.9K
$8.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
709+ 28.57% |
$106K - $118K
|
3.19K
$703K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
708+ 23.77% |
$105K - $118K
|
3.69K
$812K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
708+ 23.77% |
$105K - $118K
|
3.69K
$812K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
702+ 12.84% |
$104K - $117K
|
6.17K
$1.36M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
700New |
$104K - $117K
|
700
$154K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
700+ 18.31% |
$104K - $117K
|
4.52K
$996K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
699+ 2.15% |
$104K - $117K
|
33.2K
$7.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
691+ 10.15% |
$103K - $115K
|
7.5K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
672+ 0.81% |
$100K - $112K
|
83.6K
$18.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
668+ 1.17% |
$99.4K - $111K
|
58K
$12.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
665New |
$99K - $111K
|
665
$146K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.69% |
$98.4K - $110K
|
18.6K
$4.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
659New |
$98.1K - $110K
|
659
$145K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
640+ 6.74% |
$95.3K - $107K
|
10.1K
$2.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
637+ 1.28% |
$94.8K - $106K
|
50.5K
$11.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
636+ 6.42% |
$94.7K - $106K
|
10.6K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
625+ 21.85% |
$93K - $104K
|
3.49K
$768K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
623+ 0.39% |
$92.7K - $104K
|
161K
$35.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
621New |
$92.4K - $104K
|
621
$137K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
614New |
$91.4K - $102K
|
614
$135K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
614+ 68.15% |
$91.4K - $102K
|
1.52K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
610+ 3.61% |
$90.8K - $102K
|
17.5K
$3.86M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
604+ 9.52% |
$89.9K - $101K
|
6.95K
$1.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
601+ 2.55% |
$89.4K - $100K
|
24.2K
$5.32M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
599+ 2.8% |
$89.1K - $100K
|
22K
$4.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
596+ 3.69% |
$88.7K - $99.5K
|
16.8K
$3.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
591+ 26.44% |
$88K - $98.6K
|
2.83K
$622K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
578+ 0.53% |
$86K - $96.5K
|
110K
$24.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
578+ 0.74% |
$86K - $96.5K
|
79K
$17.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
574+ 1.99% |
$85.4K - $95.8K
|
29.4K
$6.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
566+ 11.14% |
$84.2K - $94.5K
|
5.65K
$1.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
561+ 5.94% |
$83.5K - $93.6K
|
10K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
555+ 26.7% |
$82.6K - $92.6K
|
2.63K
$580K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
553+ 4.28% |
$82.3K - $92.3K
|
13.5K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
550New |
$81.9K - $91.8K
|
550
$121K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
538+ 130.27% |
$80.1K - $89.8K
|
951
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
538+ 19.13% |
$80.1K - $89.8K
|
3.35K
$738K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
535+ 0.18% |
$79.6K - $89.3K
|
302K
$66.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
533+ 6.14% |
$79.3K - $89K
|
9.22K
$2.03M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
533+ 9.1% |
$79.3K - $89K
|
6.39K
$1.41M
|