Purchases and Sales Made in Q2 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$141 - $170
|
3.63K
$845K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.03% |
$141 - $170
|
3.13K
$729K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.27% |
$141 - $170
|
370
$86.1K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.06% |
$141 - $170
|
1.58K
$368K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.03% |
$141 - $170
|
3.66K
$851K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.09% |
$141 - $170
|
1.09K
$253K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.92% |
$141 - $170
|
53
$12.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.08% |
$141 - $170
|
1.33K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2- 0.14% |
$281 - $339
|
1.43K
$332K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2- 0.14% |
$281 - $339
|
1.44K
$336K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.08% |
$422 - $509
|
3.54K
$824K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.17% |
$422 - $509
|
1.77K
$411K
|
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-4- 0.02% |
$563 - $679
|
22K
$5.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 0.18% |
$703 - $848
|
2.71K
$630K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5- 0.03% |
$703 - $848
|
19.2K
$4.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-5- 0.11% |
$703 - $848
|
4.6K
$1.07M
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5- 0.16% |
$703 - $848
|
3.06K
$713K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.88% |
$844 - $1.02K
|
674
$157K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.3% |
$985 - $1.19K
|
2.33K
$542K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 0.03% |
$985 - $1.19K
|
27.6K
$6.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7- 9.72% |
$985 - $1.19K
|
65
$15.1K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-7- 0.42% |
$985 - $1.19K
|
1.66K
$386K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-10- 5.95% |
$1.41K - $1.7K
|
158
$36.8K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-12Closed |
$1.69K - $2.04K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-12- 19.35% |
$1.69K - $2.04K
|
50
$11.6K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-13- 0.4% |
$1.83K - $2.21K
|
3.26K
$758K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13- 0.39% |
$1.83K - $2.21K
|
3.35K
$779K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-15Closed |
$2.11K - $2.54K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15- 0.25% |
$2.11K - $2.54K
|
6K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-15- 0.18% |
$2.11K - $2.54K
|
8.51K
$1.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-16- 1.45% |
$2.25K - $2.71K
|
1.08K
$252K
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-16- 0.16% |
$2.25K - $2.71K
|
9.7K
$2.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-18- 0.6% |
$2.53K - $3.05K
|
2.97K
$691K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-18- 0.68% |
$2.53K - $3.05K
|
2.63K
$611K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-19- 0.53% |
$2.67K - $3.22K
|
3.59K
$835K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 3.07% |
$2.81K - $3.39K
|
631
$147K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20- 1.07% |
$2.81K - $3.39K
|
1.85K
$431K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-20- 1.13% |
$2.81K - $3.39K
|
1.75K
$407K
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-21- 0.05% |
$2.95K - $3.56K
|
46.4K
$10.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-22- 2.3% |
$3.09K - $3.73K
|
935
$218K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-22- 1.62% |
$3.09K - $3.73K
|
1.33K
$311K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-23- 0.32% |
$3.23K - $3.9K
|
7.28K
$1.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-24- 0.26% |
$3.38K - $4.07K
|
9.33K
$2.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-24- 0.68% |
$3.38K - $4.07K
|
3.51K
$816K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-24- 10.67% |
$3.38K - $4.07K
|
201
$46.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.74% |
$3.52K - $4.24K
|
3.33K
$776K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-25- 0.8% |
$3.52K - $4.24K
|
3.1K
$722K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25- 0.41% |
$3.52K - $4.24K
|
6.07K
$1.41M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 9.4% |
$3.52K - $4.24K
|
241
$56.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-25- 0.19% |
$3.52K - $4.24K
|
12.8K
$2.98M
|