Purchases and Sales Made in Q4 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
500+ 1282.05% |
$77.4K - $84.9K
|
539
$119K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
481+ 52.51% |
$74.4K - $81.7K
|
1.4K
$309K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
476+ 34.82% |
$73.7K - $80.8K
|
1.84K
$408K
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
464+ 5.34% |
$71.8K - $78.8K
|
9.15K
$2.03M
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
463+ 1.51% |
$71.6K - $78.6K
|
31.2K
$6.91M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
457+ 70.42% |
$70.7K - $77.6K
|
1.11K
$245K
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
454+ 0.46% |
$70.2K - $77.1K
|
98.5K
$21.8M
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
453+ 6.81% |
$70.1K - $76.9K
|
7.11K
$1.57M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
451+ 7.24% |
$69.8K - $76.6K
|
6.68K
$1.48M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
446+ 6.51% |
$69K - $75.8K
|
7.3K
$1.62M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444+ 7.67% |
$68.7K - $75.4K
|
6.24K
$1.38M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
441+ 2.3% |
$68.2K - $74.9K
|
19.6K
$4.34M
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
437+ 17.16% |
$67.6K - $74.2K
|
2.98K
$661K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
436New |
$67.5K - $74.1K
|
436
$96.6K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
435New |
$67.3K - $73.9K
|
435
$96.4K
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
425+ 2.03% |
$65.8K - $72.2K
|
21.4K
$4.74M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
425+ 20.58% |
$65.8K - $72.2K
|
2.49K
$552K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
421+ 11.81% |
$65.1K - $71.5K
|
3.99K
$883K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
418+ 25.5% |
$64.7K - $71K
|
2.06K
$456K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
416+ 52.53% |
$64.4K - $70.7K
|
1.21K
$268K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
415+ 159.62% |
$64.2K - $70.5K
|
675
$150K
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
415+ 6.34% |
$64.2K - $70.5K
|
6.96K
$1.54M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
414+ 25.2% |
$64.1K - $70.3K
|
2.06K
$456K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
408+ 1.49% |
$63.1K - $69.3K
|
27.9K
$6.17M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
405+ 3.74% |
$62.7K - $68.8K
|
11.2K
$2.49M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
405+ 3.85% |
$62.7K - $68.8K
|
10.9K
$2.42M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
404+ 22.63% |
$62.5K - $68.6K
|
2.19K
$485K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
400+ 17.3% |
$61.9K - $67.9K
|
2.71K
$601K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
396+ 11.56% |
$61.3K - $67.3K
|
3.82K
$847K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
395+ 7.96% |
$61.1K - $67.1K
|
5.36K
$1.19M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
392+ 15.73% |
$60.7K - $66.6K
|
2.88K
$639K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
391+ 5.8% |
$60.5K - $66.4K
|
7.13K
$1.58M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
385+ 16.54% |
$59.6K - $65.4K
|
2.71K
$601K
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
385+ 5.07% |
$59.6K - $65.4K
|
7.98K
$1.77M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
383+ 16.74% |
$59.3K - $65.1K
|
2.67K
$592K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
380+ 3.6% |
$58.8K - $64.5K
|
10.9K
$2.42M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
379+ 4.93% |
$58.6K - $64.4K
|
8.07K
$1.79M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
376+ 6.37% |
$58.2K - $63.9K
|
6.28K
$1.39M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
376+ 24.29% |
$58.2K - $63.9K
|
1.92K
$426K
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
370+ 17.2% |
$57.3K - $62.8K
|
2.52K
$558K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
365+ 2.25% |
$56.5K - $62K
|
16.6K
$3.67M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
354+ 2.7% |
$54.8K - $60.1K
|
13.5K
$2.98M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
350+ 9.13% |
$54.2K - $59.4K
|
4.18K
$926K
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
345+ 5.66% |
$53.4K - $58.6K
|
6.44K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
337New |
$52.1K - $57.2K
|
337
$74.7K
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
330+ 1.54% |
$51.1K - $56.1K
|
21.8K
$4.83M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
326+ 9.67% |
$50.4K - $55.4K
|
3.7K
$819K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
323+ 50.63% |
$50K - $54.9K
|
961
$213K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
320+ 316.83% |
$49.5K - $54.4K
|
421
$93.3K
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
318+ 34.12% |
$49.2K - $54K
|
1.25K
$277K
|