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 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.63KNew |
$406K - $446K
|
2.63K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6K+ 38.71% |
$403K - $442K
|
9.33K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.56K+ 12.31% |
$395K - $434K
|
23.3K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.55K+ 3.14% |
$394K - $432K
|
83.7K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.53K+ 10.74% |
$391K - $429K
|
26.1K
$5.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.52KNew |
$389K - $427K
|
2.52K
$550K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$389K - $427K
|
2.51K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.44KNew |
$378K - $414K
|
2.44K
$534K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.44K+ 4.68% |
$377K - $414K
|
54.4K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.41K+ 11.41% |
$373K - $410K
|
23.6K
$5.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.4K+ 18.37% |
$371K - $407K
|
15.4K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$368K - $404K
|
2.38K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.38K+ 21.46% |
$368K - $404K
|
13.5K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 40.91% |
$367K - $403K
|
8.16K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
2.35K+ 90.33% |
$364K - $400K
|
4.96K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 5.08% |
$363K - $398K
|
48.5K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
2.34K+ 2.28% |
$362K - $398K
|
105K
$23M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.32KNew |
$359K - $394K
|
2.32K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.29K+ 40.9% |
$355K - $389K
|
7.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.29K+ 11.13% |
$355K - $389K
|
22.9K
$5.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$353K - $387K
|
2.28K
$499K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.28K+ 3.53% |
$352K - $387K
|
66.8K
$14.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
2.23KNew |
$346K - $379K
|
2.23K
$489K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.23KNew |
$345K - $379K
|
2.23K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.21KNew |
$342K - $376K
|
2.21K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.16KNew |
$334K - $367K
|
2.16K
$472K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.11KNew |
$327K - $359K
|
2.11K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.09K+ 3.64% |
$323K - $354K
|
59.4K
$13M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
2.03K+ 3.17% |
$314K - $345K
|
66K
$14.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.02KNew |
$312K - $342K
|
2.02K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.98K+ 1.48% |
$307K - $337K
|
136K
$29.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.97KNew |
$305K - $335K
|
1.97K
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.95K+ 13.4% |
$302K - $331K
|
16.5K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.94KNew |
$300K - $329K
|
1.94K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.93K+ 9.93% |
$299K - $328K
|
21.4K
$4.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.89K+ 34.17% |
$292K - $321K
|
7.41K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.89K+ 17.32% |
$292K - $320K
|
12.8K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85KNew |
$287K - $315K
|
1.85K
$405K
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.81K+ 25.13% |
$280K - $308K
|
9.02K
$1.97M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.81K+ 12.54% |
$280K - $307K
|
16.2K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.79K+ 62.37% |
$277K - $304K
|
4.66K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.77KNew |
$274K - $300K
|
1.77K
$387K
|
|
|
Jan 26, 2023
Q4 2022
|
Tlw Wealth Management, LLC
|
BUY
|
- |
1.76K+ 3.2% |
$273K - $300K
|
56.8K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 34.64% |
$272K - $299K
|
6.83K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.76KNew |
$272K - $298K
|
1.76K
$384K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.75K+ 14.13% |
$270K - $297K
|
14.1K
$3.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 2.2% |
$269K - $295K
|
80.7K
$17.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.72KNew |
$266K - $291K
|
1.72K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$265K - $291K
|
1.71K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.69K+ 2.18% |
$261K - $287K
|
79K
$17.3M
|