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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
323+ 50.63% |
$50K - $54.9K
|
961
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
320+ 316.83% |
$49.5K - $54.4K
|
421
$95.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
318+ 34.12% |
$49.2K - $54K
|
1.25K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
316+ 4.12% |
$48.9K - $53.7K
|
7.98K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
315+ 13.93% |
$48.7K - $53.5K
|
2.58K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
313+ 7.65% |
$48.4K - $53.2K
|
4.41K
$1M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
305New |
$47.2K - $51.8K
|
305
$69.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
304+ 1.0% |
$47K - $51.6K
|
30.7K
$6.98M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
303New |
$46.9K - $51.5K
|
303
$69K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
303New |
$46.9K - $51.5K
|
303
$69K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
300New |
$46.4K - $51K
|
300
$68.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
298+ 62.21% |
$46.1K - $50.6K
|
777
$177K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
296+ 14.18% |
$45.8K - $50.3K
|
2.38K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
296+ 1.76% |
$45.8K - $50.3K
|
17.1K
$3.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
291+ 13.23% |
$45K - $49.4K
|
2.49K
$567K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
289+ 1.18% |
$44.7K - $49.1K
|
24.8K
$5.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 11.38% |
$43.9K - $48.2K
|
2.78K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
278+ 2.69% |
$43K - $47.2K
|
10.6K
$2.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
277+ 15.29% |
$42.9K - $47K
|
2.09K
$476K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
275+ 2.92% |
$42.6K - $46.7K
|
9.69K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 8.66% |
$42.6K - $46.7K
|
3.45K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
269New |
$41.6K - $45.7K
|
269
$61.3K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
268+ 0.62% |
$41.5K - $45.5K
|
43.4K
$9.88M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
266+ 27.28% |
$41.2K - $45.2K
|
1.24K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
258+ 2.58% |
$39.9K - $43.8K
|
10.2K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
256+ 387.88% |
$39.6K - $43.5K
|
322
$73.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
253+ 9.64% |
$39.1K - $43K
|
2.88K
$655K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
250+ 16.67% |
$38.7K - $42.5K
|
1.75K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
250+ 15.84% |
$38.7K - $42.5K
|
1.83K
$416K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
249+ 5.01% |
$38.5K - $42.3K
|
5.22K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
247+ 7.88% |
$38.2K - $42K
|
3.38K
$770K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
246New |
$38.1K - $41.8K
|
246
$56K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
242+ 0.17% |
$37.4K - $41.1K
|
146K
$33.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
239+ 0.87% |
$37K - $40.6K
|
27.6K
$6.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
235+ 1.27% |
$36.4K - $39.9K
|
18.8K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
230+ 1.57% |
$35.6K - $39.1K
|
14.9K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
229+ 14.85% |
$35.4K - $38.9K
|
1.77K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
218New |
$33.7K - $37K
|
218
$49.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
208+ 21.96% |
$32.2K - $35.3K
|
1.16K
$263K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
206+ 1.18% |
$31.9K - $35K
|
17.7K
$4.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 6.1% |
$30.9K - $34K
|
3.48K
$793K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
200+ 12.35% |
$30.9K - $34K
|
1.82K
$414K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
200+ 8.92% |
$30.9K - $34K
|
2.44K
$556K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 12.5% |
$30.9K - $34K
|
1.8K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
198New |
$30.6K - $33.6K
|
198
$45.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
197+ 15.2% |
$30.5K - $33.5K
|
1.49K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
192+ 1.01% |
$29.7K - $32.6K
|
19.2K
$4.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
191+ 0.6% |
$29.6K - $32.4K
|
31.9K
$7.26M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 9.52% |
$29.4K - $32.3K
|
2.19K
$498K
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
190+ 14.62% |
$29.4K - $32.3K
|
1.49K
$339K
|