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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
32+ 1.4% |
$4.95K - $5.44K
|
2.31K
$512K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
31+ 1.17% |
$4.8K - $5.27K
|
2.69K
$596K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
30+ 0.2% |
$4.64K - $5.1K
|
15.4K
$3.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$4.64K - $5.1K
|
30
$6.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30+ 0.51% |
$4.64K - $5.1K
|
5.91K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.94% |
$4.64K - $5.1K
|
3.21K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27+ 4.17% |
$4.18K - $4.59K
|
675
$150K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
25+ 0.28% |
$3.87K - $4.25K
|
9.11K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
25+ 2.55% |
$3.87K - $4.25K
|
1K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
25+ 0.07% |
$3.87K - $4.25K
|
36.3K
$8.03M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$3.71K - $4.08K
|
24
$5.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.25% |
$3.56K - $3.91K
|
9.19K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
22+ 0.62% |
$3.4K - $3.74K
|
3.6K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
22New |
$3.4K - $3.74K
|
22
$4.87K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22+ 0.59% |
$3.4K - $3.74K
|
3.77K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21+ 0.88% |
$3.25K - $3.57K
|
2.39K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 6.56% |
$3.09K - $3.4K
|
325
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20+ 0.77% |
$3.09K - $3.4K
|
2.63K
$582K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20New |
$3.09K - $3.4K
|
20
$4.43K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.96% |
$2.94K - $3.23K
|
1.99K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.28% |
$2.79K - $3.06K
|
6.47K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
18+ 0.07% |
$2.79K - $3.06K
|
26.9K
$5.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.29% |
$2.79K - $3.06K
|
6.24K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 113.33% |
$2.63K - $2.89K
|
32
$7.09K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.19% |
$2.48K - $2.72K
|
1.36K
$302K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 0.88% |
$2.48K - $2.72K
|
1.83K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
15+ 0.96% |
$2.32K - $2.55K
|
1.58K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
15+ 1.13% |
$2.32K - $2.55K
|
1.35K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15+ 0.87% |
$2.32K - $2.55K
|
1.73K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14+ 0.84% |
$2.17K - $2.38K
|
1.68K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
14+ 0.4% |
$2.17K - $2.38K
|
3.52K
$780K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 0.41% |
$2.01K - $2.21K
|
3.15K
$697K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
13+ 0.56% |
$2.01K - $2.21K
|
2.32K
$514K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
12+ 0.89% |
$1.86K - $2.04K
|
1.37K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.22% |
$1.86K - $2.04K
|
5.4K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$1.7K - $1.87K
|
11
$2.44K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
11+ 0.4% |
$1.7K - $1.87K
|
2.79K
$617K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
11+ 0.02% |
$1.7K - $1.87K
|
46.3K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.39% |
$1.7K - $1.87K
|
2.8K
$620K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 3.65% |
$1.7K - $1.87K
|
312
$69.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.65% |
$1.55K - $1.7K
|
1.56K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 4.35% |
$1.55K - $1.7K
|
240
$53.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 1.26% |
$1.39K - $1.53K
|
723
$160K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 64.29% |
$1.39K - $1.53K
|
23
$5.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
9+ 0.43% |
$1.39K - $1.53K
|
2.1K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9+ 0.25% |
$1.39K - $1.53K
|
3.56K
$788K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
9+ 0.42% |
$1.39K - $1.53K
|
2.13K
$471K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$1.24K - $1.36K
|
8
$1.77K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.24K - $1.36K
|
8.04K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.12% |
$1.08K - $1.19K
|
5.94K
$1.32M
|