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 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
121+ 1.17% |
$18.7K - $20.6K
|
10.5K
$2.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
120+ 9.62% |
$18.6K - $20.4K
|
1.37K
$307K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
120+ 1.57% |
$18.6K - $20.4K
|
7.75K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
119+ 2.58% |
$18.4K - $20.2K
|
4.73K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
119+ 1.62% |
$18.4K - $20.2K
|
7.45K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
118+ 2.74% |
$18.3K - $20K
|
4.43K
$995K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 1.19% |
$17.6K - $19.4K
|
9.71K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
113+ 2.66% |
$17.5K - $19.2K
|
4.37K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
112New |
$17.3K - $19K
|
112
$25.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
110+ 2.61% |
$17K - $18.7K
|
4.33K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
107+ 4.54% |
$16.6K - $18.2K
|
2.47K
$553K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
106+ 2.15% |
$16.4K - $18K
|
5.04K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 6.75% |
$15.8K - $17.3K
|
1.61K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
102+ 1.08% |
$15.8K - $17.3K
|
9.52K
$2.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
101+ 0.41% |
$15.6K - $17.2K
|
24.9K
$5.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
100+ 1.2% |
$15.5K - $17K
|
8.43K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
100+ 3.5% |
$15.5K - $17K
|
2.95K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$15.5K - $17K
|
100
$22.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
95+ 0.18% |
$14.7K - $16.1K
|
53.4K
$12M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
93+ 0.59% |
$14.4K - $15.8K
|
15.8K
$3.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
93+ 6.09% |
$14.4K - $15.8K
|
1.62K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
93+ 3.58% |
$14.4K - $15.8K
|
2.69K
$603K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
89+ 1.26% |
$13.8K - $15.1K
|
7.13K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86+ 172.0% |
$13.3K - $14.6K
|
136
$30.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
85+ 2.2% |
$13.2K - $14.4K
|
3.96K
$888K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
85+ 1.01% |
$13.2K - $14.4K
|
8.54K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
84+ 4.01% |
$13K - $14.3K
|
2.18K
$489K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
80+ 0.12% |
$12.4K - $13.6K
|
64.7K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
80+ 2.52% |
$12.4K - $13.6K
|
3.25K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
78+ 2.14% |
$12.1K - $13.2K
|
3.72K
$835K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
75+ 5.36% |
$11.6K - $12.7K
|
1.48K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
75+ 1.97% |
$11.6K - $12.7K
|
3.89K
$872K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 4.44% |
$11.6K - $12.7K
|
1.77K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
75+ 2.98% |
$11.6K - $12.7K
|
2.59K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 4.41% |
$11.6K - $12.7K
|
1.78K
$398K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
75+ 36.59% |
$11.6K - $12.7K
|
280
$62.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
74+ 6.27% |
$11.5K - $12.6K
|
1.26K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
73+ 3.2% |
$11.3K - $12.4K
|
2.35K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73New |
$11.3K - $12.4K
|
73
$16.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
71+ 5.52% |
$11K - $12.1K
|
1.36K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
71+ 0.65% |
$11K - $12.1K
|
11K
$2.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
69+ 5.23% |
$10.7K - $11.7K
|
1.39K
$311K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
68+ 3.76% |
$10.5K - $11.5K
|
1.88K
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
65+ 45.14% |
$10.1K - $11K
|
209
$46.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
65+ 2.78% |
$10.1K - $11K
|
2.4K
$539K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$9.9K - $10.9K
|
64
$14.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
64+ 3.3% |
$9.9K - $10.9K
|
2.01K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
64+ 24.52% |
$9.9K - $10.9K
|
325
$72.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
62+ 0.72% |
$9.59K - $10.5K
|
8.73K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
62+ 4.29% |
$9.59K - $10.5K
|
1.51K
$338K
|