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 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-107- 0.61% |
$16.6K - $18.2K
|
17.4K
$3.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-109- 3.1% |
$16.9K - $18.5K
|
3.41K
$756K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-111- 2.92% |
$17.2K - $18.9K
|
3.7K
$819K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-111- 88.1% |
$17.2K - $18.9K
|
15
$3.32K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-111- 68.94% |
$17.2K - $18.9K
|
50
$11.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-112- 1.86% |
$17.3K - $19K
|
5.93K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-112- 7.73% |
$17.3K - $19K
|
1.34K
$296K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-113- 6.31% |
$17.5K - $19.2K
|
1.68K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-113- 1.13% |
$17.5K - $19.2K
|
9.89K
$2.19M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 1.11% |
$17.9K - $19.7K
|
10.4K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-118- 0.49% |
$18.3K - $20K
|
23.7K
$5.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-118- 0.6% |
$18.3K - $20K
|
19.5K
$4.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-119- 0.36% |
$18.4K - $20.2K
|
33.3K
$7.38M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-123- 0.65% |
$19K - $20.9K
|
18.7K
$4.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-125- 0.15% |
$19.3K - $21.2K
|
85.3K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-126- 2.65% |
$19.5K - $21.4K
|
4.62K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127- 7.19% |
$19.7K - $21.6K
|
1.64K
$363K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-130- 4.26% |
$20.1K - $22.1K
|
2.92K
$648K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-134- 3.55% |
$20.7K - $22.8K
|
3.65K
$807K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-135- 0.74% |
$20.9K - $22.9K
|
18.1K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-136- 1.41% |
$21K - $23.1K
|
9.51K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-136- 8.25% |
$21K - $23.1K
|
1.51K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-136- 1.27% |
$21K - $23.1K
|
10.6K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-137- 17.65% |
$21.2K - $23.3K
|
639
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-141- 0.7% |
$21.8K - $23.9K
|
20.1K
$4.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-141- 1.57% |
$21.8K - $23.9K
|
8.85K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-146- 3.24% |
$22.6K - $24.8K
|
4.36K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-146- 7.82% |
$22.6K - $24.8K
|
1.72K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-149- 0.28% |
$23.1K - $25.3K
|
53.1K
$11.8M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-150- 6.58% |
$23.2K - $25.5K
|
2.13K
$472K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-153- 2.54% |
$23.7K - $26K
|
5.88K
$1.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-155- 4.37% |
$24K - $26.3K
|
3.4K
$752K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-155- 6.17% |
$24K - $26.3K
|
2.36K
$523K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-156- 1.22% |
$24.1K - $26.5K
|
12.7K
$2.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 0.82% |
$24.1K - $26.5K
|
18.9K
$4.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-156- 0.92% |
$24.1K - $26.5K
|
16.8K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-160- 0.7% |
$24.8K - $27.2K
|
22.5K
$4.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 8.21% |
$24.8K - $27.2K
|
1.79K
$397K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 12.55% |
$25.1K - $27.5K
|
1.13K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-164- 0.54% |
$25.4K - $27.9K
|
30.4K
$6.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-165- 47.55% |
$25.5K - $28K
|
182
$40.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-168- 0.37% |
$26K - $28.5K
|
44.9K
$9.94M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-172- 2.86% |
$26.6K - $29.2K
|
5.84K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-180- 0.63% |
$27.9K - $30.6K
|
28.2K
$6.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-180- 4.65% |
$27.9K - $30.6K
|
3.69K
$817K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-190- 1.76% |
$29.4K - $32.3K
|
10.6K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-194- 7.38% |
$30K - $33K
|
2.44K
$540K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-195- 2.86% |
$30.2K - $33.1K
|
6.63K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-195- 1.05% |
$30.2K - $33.1K
|
18.3K
$4.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-197- 12.45% |
$30.5K - $33.5K
|
1.39K
$307K
|