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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
29+ 0.9% |
$4.32K - $4.84K
|
3.26K
$733K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
29+ 0.03% |
$4.32K - $4.84K
|
107K
$24M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.59% |
$4.17K - $4.67K
|
1.78K
$401K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
27New |
$4.02K - $4.51K
|
27
$6.07K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.96% |
$3.87K - $4.34K
|
2.73K
$614K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
26+ 1.07% |
$3.87K - $4.34K
|
2.46K
$554K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
25+ 0.19% |
$3.72K - $4.17K
|
13.1K
$2.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25+ 0.89% |
$3.72K - $4.17K
|
2.83K
$637K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
25+ 2.06% |
$3.72K - $4.17K
|
1.24K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
24New |
$3.57K - $4.01K
|
24
$5.4K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$3.57K - $4.01K
|
8.22K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
23New |
$3.42K - $3.84K
|
23
$5.17K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.72% |
$3.42K - $3.84K
|
3.22K
$724K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
22New |
$3.27K - $3.67K
|
22
$4.95K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21+ 5.68% |
$3.13K - $3.5K
|
391
$87.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
21+ 0.79% |
$3.13K - $3.5K
|
2.67K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20+ 1.16% |
$2.98K - $3.34K
|
1.74K
$392K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19+ 1.21% |
$2.83K - $3.17K
|
1.58K
$356K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
18+ 0.97% |
$2.68K - $3K
|
1.87K
$420K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
16+ 0.09% |
$2.38K - $2.67K
|
18.3K
$4.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 0.58% |
$2.23K - $2.5K
|
2.59K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.49% |
$2.23K - $2.5K
|
3.11K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.25% |
$2.23K - $2.5K
|
5.93K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 0.61% |
$2.08K - $2.34K
|
2.31K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.39% |
$2.08K - $2.34K
|
3.62K
$813K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 2.11% |
$1.93K - $2.17K
|
628
$141K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
13+ 0.69% |
$1.93K - $2.17K
|
1.89K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12+ 0.11% |
$1.79K - $2K
|
11.2K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.27% |
$1.79K - $2K
|
4.39K
$986K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.97% |
$1.64K - $1.84K
|
1.15K
$258K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.49K - $1.67K
|
1.96K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.25% |
$1.34K - $1.5K
|
3.6K
$810K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
8New |
$1.19K - $1.34K
|
8
$1.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8+ 1.47% |
$1.19K - $1.34K
|
554
$125K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
7+ 0.34% |
$1.04K - $1.17K
|
2.09K
$470K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7+ 0.24% |
$1.04K - $1.17K
|
2.95K
$664K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.33% |
$1.04K - $1.17K
|
2.11K
$475K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$893 - $1K
|
2.85K
$641K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.34% |
$893 - $1K
|
1.76K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.35% |
$893 - $1K
|
1.74K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
5+ 0.01% |
$744 - $835
|
44.7K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.35% |
$744 - $835
|
1.42K
$320K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5+ 0.17% |
$744 - $835
|
2.99K
$673K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$744 - $835
|
1.62K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.3% |
$744 - $835
|
1.7K
$382K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$595 - $668
|
2.37K
$533K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.13% |
$595 - $668
|
3.12K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$595 - $668
|
4.58K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$446 - $501
|
1.5K
$336K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
3+ 0.06% |
$446 - $501
|
4.9K
$1.1M
|