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 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
532+ 27.44% |
$79.2K - $88.8K
|
2.47K
$544K
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
527New |
$78.4K - $88K
|
527
$116K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
525+ 2.25% |
$78.1K - $87.6K
|
23.8K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
524+ 5.64% |
$78K - $87.5K
|
9.81K
$2.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
514+ 24.34% |
$76.5K - $85.8K
|
2.63K
$578K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
512+ 2.7% |
$76.2K - $85.5K
|
19.5K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
510New |
$75.9K - $85.1K
|
510
$112K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
509+ 6.36% |
$75.8K - $85K
|
8.52K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
500+ 5.6% |
$74.4K - $83.5K
|
9.43K
$2.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
500New |
$74.4K - $83.5K
|
500
$110K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
498New |
$74.1K - $83.1K
|
498
$110K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
494+ 0.09% |
$73.5K - $82.4K
|
547K
$120M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
488+ 14.37% |
$72.6K - $81.4K
|
3.88K
$855K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
484+ 10.16% |
$72K - $80.8K
|
5.25K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
484+ 6.71% |
$72K - $80.8K
|
7.7K
$1.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
480New |
$71.4K - $80.1K
|
480
$106K
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
478+ 3.2% |
$71.1K - $79.8K
|
15.4K
$3.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
469New |
$69.8K - $78.3K
|
469
$103K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
456+ 1.9% |
$67.9K - $76.1K
|
24.4K
$5.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
455+ 23.91% |
$67.7K - $75.9K
|
2.36K
$519K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
454+ 2.0% |
$67.6K - $75.8K
|
23.1K
$5.1M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
450New |
$67K - $75.1K
|
450
$99.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
449+ 6.06% |
$66.8K - $74.9K
|
7.86K
$1.73M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
444+ 3.98% |
$66.1K - $74.1K
|
11.6K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
439+ 7.48% |
$65.3K - $73.3K
|
6.31K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
436+ 13.73% |
$64.9K - $72.8K
|
3.61K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
431+ 1.82% |
$64.1K - $71.9K
|
24.1K
$5.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
414+ 1.87% |
$61.6K - $69.1K
|
22.6K
$4.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
413+ 20.48% |
$61.5K - $68.9K
|
2.43K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
412+ 7.4% |
$61.3K - $68.8K
|
5.98K
$1.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
408+ 1.69% |
$60.7K - $68.1K
|
24.5K
$5.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
407+ 1.08% |
$60.6K - $67.9K
|
38K
$8.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
401+ 7.92% |
$59.7K - $66.9K
|
5.46K
$1.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
398+ 1.26% |
$59.2K - $66.4K
|
31.9K
$7.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
397+ 28.71% |
$59.1K - $66.3K
|
1.78K
$392K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
386+ 0.73% |
$57.4K - $64.4K
|
53K
$11.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
382+ 7.71% |
$56.9K - $63.8K
|
5.34K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
377+ 0.97% |
$56.1K - $62.9K
|
39.3K
$8.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
371+ 4.37% |
$55.2K - $61.9K
|
8.86K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
370New |
$55.1K - $61.8K
|
370
$81.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
357+ 3.91% |
$53.1K - $59.6K
|
9.48K
$2.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
350+ 1.35% |
$52.1K - $58.4K
|
26.3K
$5.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
347+ 1.42% |
$51.6K - $57.9K
|
24.9K
$5.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
346New |
$51.5K - $57.7K
|
346
$76.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
345+ 1.18% |
$51.3K - $57.6K
|
29.6K
$6.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
343+ 17.23% |
$51K - $57.2K
|
2.33K
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
339+ 15.08% |
$50.5K - $56.6K
|
2.59K
$570K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
325New |
$48.4K - $54.2K
|
325
$71.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
325+ 5.14% |
$48.4K - $54.2K
|
6.65K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
320+ 5.29% |
$47.6K - $53.4K
|
6.37K
$1.4M
|