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 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
61+ 4.36% |
$9.44K - $10.4K
|
1.46K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
61+ 0.89% |
$9.44K - $10.4K
|
6.91K
$1.55M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60+ 0.37% |
$9.28K - $10.2K
|
16.1K
$3.62M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
60+ 0.1% |
$9.28K - $10.2K
|
60.3K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
60+ 0.34% |
$9.28K - $10.2K
|
17.7K
$3.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59+ 36.88% |
$9.13K - $10K
|
219
$49.1K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59+ 1.92% |
$9.13K - $10K
|
3.14K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
56+ 1.97% |
$8.66K - $9.51K
|
2.9K
$650K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
55+ 0.94% |
$8.51K - $9.34K
|
5.9K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
54+ 9.06% |
$8.36K - $9.17K
|
650
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
54+ 2.53% |
$8.36K - $9.17K
|
2.19K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
53+ 0.6% |
$8.2K - $9K
|
8.84K
$1.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53New |
$8.2K - $9K
|
53
$11.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 212.0% |
$8.2K - $9K
|
78
$17.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
53+ 0.7% |
$8.2K - $9K
|
7.58K
$1.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
51+ 3.02% |
$7.89K - $8.66K
|
1.74K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 1.56% |
$7.74K - $8.49K
|
3.25K
$729K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$7.74K - $8.49K
|
50
$11.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
50+ 2.35% |
$7.74K - $8.49K
|
2.18K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50+ 2.77% |
$7.74K - $8.49K
|
1.86K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
50+ 0.74% |
$7.74K - $8.49K
|
6.85K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
49New |
$7.58K - $8.32K
|
49
$11K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
48+ 1.66% |
$7.43K - $8.15K
|
2.94K
$659K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 4.05% |
$7.27K - $7.98K
|
1.21K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.82% |
$7.27K - $7.98K
|
5.79K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
46+ 6.56% |
$7.12K - $7.81K
|
747
$168K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46+ 0.77% |
$7.12K - $7.81K
|
6.05K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
45+ 0.56% |
$6.96K - $7.64K
|
8.12K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
45+ 1.73% |
$6.96K - $7.64K
|
2.64K
$593K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
44+ 2.63% |
$6.81K - $7.47K
|
1.72K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
44+ 6.12% |
$6.81K - $7.47K
|
763
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
44New |
$6.81K - $7.47K
|
44
$9.87K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 2.33% |
$6.81K - $7.47K
|
1.93K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
43+ 1.52% |
$6.65K - $7.3K
|
2.88K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43+ 2.34% |
$6.65K - $7.3K
|
1.88K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
43+ 0.26% |
$6.65K - $7.3K
|
16.6K
$3.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
42+ 0.06% |
$6.5K - $7.13K
|
73.2K
$16.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
41+ 1.39% |
$6.34K - $6.96K
|
2.98K
$669K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
40+ 0.31% |
$6.19K - $6.79K
|
12.9K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38+ 1.46% |
$5.88K - $6.45K
|
2.65K
$594K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
38+ 0.52% |
$5.88K - $6.45K
|
7.29K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
38+ 0.89% |
$5.88K - $6.45K
|
4.31K
$967K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38+ 2.37% |
$5.88K - $6.45K
|
1.64K
$368K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
37+ 0.08% |
$5.73K - $6.28K
|
43.7K
$9.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
37New |
$5.73K - $6.28K
|
37
$8.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
35+ 2.7% |
$5.42K - $5.94K
|
1.33K
$298K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
35+ 1.57% |
$5.42K - $5.94K
|
2.26K
$508K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
34+ 0.75% |
$5.26K - $5.77K
|
4.59K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
33+ 5.01% |
$5.11K - $5.61K
|
692
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 2.5% |
$4.95K - $5.44K
|
1.31K
$295K
|