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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-492- 22.71% |
$76.1K - $83.6K
|
1.67K
$371K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-500- 6.25% |
$77.4K - $84.9K
|
7.5K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 26.34% |
$77.4K - $84.9K
|
1.4K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-507- 0.07% |
$78.4K - $86.1K
|
685K
$152M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-514- 22.2% |
$79.5K - $87.3K
|
1.8K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-520- 0.78% |
$80.5K - $88.3K
|
66.5K
$14.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-527- 2.82% |
$81.5K - $89.5K
|
18.2K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-529- 4.61% |
$81.9K - $89.9K
|
11K
$2.43M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-531- 11.17% |
$82.2K - $90.2K
|
4.22K
$936K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-532- 2.36% |
$82.3K - $90.4K
|
22K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 10.32% |
$82.6K - $90.7K
|
4.64K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-540- 0.81% |
$83.6K - $91.7K
|
66.2K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-540- 74.07% |
$83.6K - $91.7K
|
189
$41.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-542- 8.44% |
$83.9K - $92.1K
|
5.88K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-543- 0.31% |
$84K - $92.2K
|
173K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-549- 0.86% |
$84.9K - $93.2K
|
62.9K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-550- 2.42% |
$85.1K - $93.4K
|
22.2K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-550- 15.23% |
$85.1K - $93.4K
|
3.06K
$678K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-561- 18.84% |
$86.8K - $95.3K
|
2.42K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-563- 9.84% |
$87.1K - $95.6K
|
5.16K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-565- 6.24% |
$87.4K - $96K
|
8.49K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-570- 4.75% |
$88.2K - $96.8K
|
11.4K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-574- 19.31% |
$88.8K - $97.5K
|
2.4K
$531K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-575- 2.69% |
$89K - $97.7K
|
20.8K
$4.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-576- 31.12% |
$89.1K - $97.8K
|
1.28K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-578- 1.44% |
$89.4K - $98.2K
|
39.5K
$8.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-583- 16.69% |
$90.2K - $99K
|
2.91K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-587- 2.44% |
$90.8K - $99.7K
|
23.4K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-594- 3.79% |
$91.9K - $101K
|
15.1K
$3.34M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-600- 28.06% |
$92.8K - $102K
|
1.54K
$341K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-600- 17.88% |
$92.8K - $102K
|
2.76K
$610K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-600- 15.77% |
$92.8K - $102K
|
3.21K
$710K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-600- 0.43% |
$92.8K - $102K
|
140K
$31M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-609- 4.29% |
$94.2K - $103K
|
13.6K
$3.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-609- 3.21% |
$94.2K - $103K
|
18.4K
$4.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-617- 5.64% |
$95.5K - $105K
|
10.3K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-625- 5.06% |
$96.7K - $106K
|
11.7K
$2.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-632- 3.28% |
$97.8K - $107K
|
18.6K
$4.13M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-632- 1.07% |
$97.8K - $107K
|
58.5K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-638- 0.82% |
$98.7K - $108K
|
77.2K
$17.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-641- 0.22% |
$99.2K - $109K
|
297K
$65.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-646- 18.49% |
$100K - $110K
|
2.85K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-660- 10.77% |
$102K - $112K
|
5.47K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-682- 8.18% |
$106K - $116K
|
7.66K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-687- 1.88% |
$106K - $117K
|
35.9K
$7.95M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-700- 1.79% |
$108K - $119K
|
38.4K
$8.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-702- 1.76% |
$109K - $119K
|
39.1K
$8.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 2.11% |
$110K - $121K
|
32.9K
$7.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-713- 2.21% |
$110K - $121K
|
31.6K
$6.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-716- 53.04% |
$111K - $122K
|
634
$140K
|