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 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.02% |
$155 - $170
|
4.66K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.16% |
$155 - $170
|
634
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 0.04% |
$155 - $170
|
2.42K
$535K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 1.96% |
$309 - $340
|
100
$22.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2- 0.02% |
$309 - $340
|
11.7K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2- 0.02% |
$309 - $340
|
9.5K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$309 - $340
|
2.6K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.09% |
$464 - $510
|
3.52K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3- 0.23% |
$464 - $510
|
1.3K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3- 0.06% |
$464 - $510
|
5.11K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4- 0.23% |
$619 - $679
|
1.74K
$386K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.36% |
$774 - $849
|
1.38K
$307K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-6- 0.3% |
$928 - $1.02K
|
2.02K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6- 0.35% |
$928 - $1.02K
|
1.71K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 0.63% |
$1.08K - $1.19K
|
1.1K
$243K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.35% |
$1.24K - $1.36K
|
2.31K
$512K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-8- 0.15% |
$1.24K - $1.36K
|
5.5K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.13% |
$1.39K - $1.53K
|
6.94K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 0.42% |
$1.39K - $1.53K
|
2.11K
$467K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.48% |
$1.55K - $1.7K
|
2.07K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10- 3.33% |
$1.55K - $1.7K
|
290
$64.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10- 2.51% |
$1.55K - $1.7K
|
389
$86.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-11- 0.03% |
$1.7K - $1.87K
|
36.6K
$8.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-11- 0.65% |
$1.7K - $1.87K
|
1.69K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11- 0.15% |
$1.7K - $1.87K
|
7.4K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12- 0.29% |
$1.86K - $2.04K
|
4.08K
$904K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 13.64% |
$1.86K - $2.04K
|
76
$16.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
SELL
|
- |
-12- 0.47% |
$1.86K - $2.04K
|
2.55K
$565K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13- 0.25% |
$2.01K - $2.21K
|
5.12K
$1.13M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14- 0.7% |
$2.17K - $2.38K
|
2K
$443K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-15- 0.49% |
$2.32K - $2.55K
|
3.03K
$670K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-15- 0.67% |
$2.32K - $2.55K
|
2.23K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.23% |
$2.32K - $2.55K
|
6.57K
$1.45M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-16- 0.65% |
$2.48K - $2.72K
|
2.45K
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-16- 0.11% |
$2.48K - $2.72K
|
14.3K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.22% |
$2.63K - $2.89K
|
7.88K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-17- 1.09% |
$2.63K - $2.89K
|
1.55K
$342K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-19- 0.2% |
$2.94K - $3.23K
|
9.51K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 0.68% |
$3.09K - $3.4K
|
2.93K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-20- 0.04% |
$3.09K - $3.4K
|
45.9K
$10.2M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21- 0.07% |
$3.25K - $3.57K
|
28.3K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 2.66% |
$3.25K - $3.57K
|
769
$170K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-21- 1.4% |
$3.25K - $3.57K
|
1.48K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-24- 1.05% |
$3.71K - $4.08K
|
2.26K
$501K
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-25- 0.05% |
$3.87K - $4.25K
|
50.8K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-25- 0.97% |
$3.87K - $4.25K
|
2.56K
$567K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-25- 0.65% |
$3.87K - $4.25K
|
3.85K
$852K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-25- 1.37% |
$3.87K - $4.25K
|
1.79K
$397K
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-25- 0.28% |
$3.87K - $4.25K
|
8.94K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.91% |
$3.87K - $4.25K
|
2.72K
$603K
|