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 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
187+ 36.17% |
$28.9K - $31.8K
|
704
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirova Us LLC
|
BUY
|
- |
187+ 5.82% |
$28.9K - $31.8K
|
3.4K
$753K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
185+ 25.07% |
$28.6K - $31.4K
|
923
$204K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
181+ 1.39% |
$28K - $30.7K
|
13.2K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
180+ 7.97% |
$27.9K - $30.6K
|
2.44K
$540K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
178+ 3.6% |
$27.5K - $30.2K
|
5.12K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
177+ 1.93% |
$27.4K - $30.1K
|
9.36K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
175+ 0.27% |
$27.1K - $29.7K
|
65.1K
$14.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
174+ 1.67% |
$26.9K - $29.6K
|
10.6K
$2.35M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
172+ 9.59% |
$26.6K - $29.2K
|
1.97K
$436K
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
172+ 0.41% |
$26.6K - $29.2K
|
42.4K
$9.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
170+ 13.57% |
$26.3K - $28.9K
|
1.42K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
166+ 1.08% |
$25.7K - $28.2K
|
15.5K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
165+ 3.71% |
$25.5K - $28K
|
4.61K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
164+ 10.37% |
$25.4K - $27.9K
|
1.75K
$387K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
163+ 2.99% |
$25.2K - $27.7K
|
5.62K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
163+ 1.23% |
$25.2K - $27.7K
|
13.5K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
159+ 32.32% |
$24.6K - $27K
|
651
$144K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
157New |
$24.3K - $26.7K
|
157
$34.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
156+ 12.19% |
$24.1K - $26.5K
|
1.44K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
155+ 0.61% |
$24K - $26.3K
|
25.7K
$5.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
154+ 5.05% |
$23.8K - $26.2K
|
3.2K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
153+ 9.27% |
$23.7K - $26K
|
1.8K
$399K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
151+ 2.02% |
$23.4K - $25.6K
|
7.63K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
151+ 22.88% |
$23.4K - $25.6K
|
811
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
150+ 0.98% |
$23.2K - $25.5K
|
15.4K
$3.41M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$23.2K - $25.5K
|
150
$33.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
149+ 0.38% |
$23.1K - $25.3K
|
39.4K
$8.72M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
148+ 10.57% |
$22.9K - $25.1K
|
1.55K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148+ 0.17% |
$22.9K - $25.1K
|
87.3K
$19.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
146New |
$22.6K - $24.8K
|
146
$32.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
145+ 5.06% |
$22.4K - $24.6K
|
3.01K
$667K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
141+ 2.47% |
$21.8K - $23.9K
|
5.85K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
139+ 2.75% |
$21.5K - $23.6K
|
5.19K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
138+ 0.46% |
$21.4K - $23.4K
|
30.1K
$6.67M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
135New |
$20.9K - $22.9K
|
135
$29.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132+ 0.05% |
$20.4K - $22.4K
|
250K
$55.4M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
131+ 2.22% |
$20.3K - $22.3K
|
6.04K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
130+ 5.68% |
$20.1K - $22.1K
|
2.42K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
129+ 0.44% |
$20K - $21.9K
|
29.6K
$6.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
128+ 6.73% |
$19.8K - $21.7K
|
2.03K
$450K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
128+ 1.87% |
$19.8K - $21.7K
|
6.98K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
128+ 0.59% |
$19.8K - $21.7K
|
21.7K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
128+ 0.7% |
$19.8K - $21.7K
|
18.3K
$4.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
126+ 15.65% |
$19.5K - $21.4K
|
931
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
126+ 3.93% |
$19.5K - $21.4K
|
3.33K
$738K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
125+ 1.45% |
$19.3K - $21.2K
|
8.78K
$1.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
124+ 1.69% |
$19.2K - $21.1K
|
7.48K
$1.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
121+ 2.56% |
$18.7K - $20.6K
|
4.84K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
121+ 5.64% |
$18.7K - $20.6K
|
2.27K
$502K
|