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 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.28K+ 100.0% |
$198K - $217K
|
2.56K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.28KNew |
$198K - $217K
|
1.28K
$290K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.26K+ 4.99% |
$195K - $215K
|
26.6K
$6.01M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.26K+ 48.78% |
$194K - $213K
|
3.83K
$866K
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.25K+ 13.97% |
$193K - $212K
|
10.2K
$2.31M
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.24K+ 17.13% |
$192K - $210K
|
8.47K
$1.92M
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.21K+ 0.75% |
$187K - $205K
|
163K
$37M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.2K+ 5.34% |
$185K - $203K
|
23.6K
$5.34M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.19K+ 45.16% |
$185K - $203K
|
3.84K
$868K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.19K+ 27.79% |
$184K - $202K
|
5.46K
$1.23M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.18KNew |
$183K - $201K
|
1.18K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.16K+ 6.33% |
$179K - $197K
|
19.5K
$4.4M
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.14K+ 24.97% |
$177K - $194K
|
5.73K
$1.3M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.14K+ 26.48% |
$177K - $194K
|
5.46K
$1.24M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 1.47% |
$176K - $193K
|
78.4K
$17.7M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.13K+ 509.5% |
$174K - $191K
|
1.35K
$305K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 3.45% |
$173K - $190K
|
33.6K
$7.61M
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.56% |
$171K - $187K
|
20.9K
$4.74M
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
1.1K+ 1.0% |
$170K - $187K
|
111K
$25M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 6.19% |
$169K - $186K
|
18.8K
$4.24M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.09K+ 0.81% |
$169K - $186K
|
136K
$30.8M
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.09K+ 6.15% |
$169K - $185K
|
18.8K
$4.26M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.09K+ 26.83% |
$169K - $185K
|
5.15K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.09K+ 31.81% |
$169K - $185K
|
4.51K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.09K+ 100.09% |
$168K - $185K
|
2.17K
$492K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 19.55% |
$164K - $180K
|
6.48K
$1.47M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.05KNew |
$163K - $179K
|
1.05K
$238K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 49.67% |
$161K - $177K
|
3.14K
$710K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.04K+ 3.34% |
$161K - $177K
|
32.2K
$7.28M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
1.03K+ 32.28% |
$160K - $175K
|
4.23K
$958K
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.03KNew |
$160K - $175K
|
1.03K
$234K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$159K - $174K
|
1.03K
$232K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.02K+ 15.74% |
$158K - $174K
|
7.51K
$1.7M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.02K+ 1.97% |
$157K - $173K
|
52.5K
$11.9M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$156K - $171K
|
1.01K
$228K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1K+ 8.4% |
$155K - $170K
|
12.9K
$2.93M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
994+ 13.6% |
$154K - $169K
|
8.3K
$1.88M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
994+ 6.54% |
$154K - $169K
|
16.2K
$3.67M
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
988+ 598.79% |
$153K - $168K
|
1.15K
$261K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
979New |
$151K - $166K
|
979
$221K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
972+ 3.22% |
$150K - $165K
|
31.2K
$7.05M
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
972+ 11.69% |
$150K - $165K
|
9.29K
$2.1M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
917+ 35.61% |
$142K - $156K
|
3.49K
$790K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
899+ 0.49% |
$139K - $153K
|
183K
$41.3M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
882+ 1.33% |
$136K - $150K
|
67.3K
$15.2M
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
881+ 5.81% |
$136K - $150K
|
16K
$3.63M
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
867+ 5.37% |
$134K - $147K
|
17K
$3.85M
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
860+ 7.22% |
$133K - $146K
|
12.8K
$2.89M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
859+ 12.92% |
$133K - $146K
|
7.51K
$1.7M
|
|
Sep 30, 2024
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
846+ 0.84% |
$131K - $144K
|
101K
$22.9M
|