Purchases and Sales Made in Q3 2022 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
107+ 3.11% |
$16K - $18.8K
|
3.55K
$745K
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
106+ 3.13% |
$15.8K - $18.6K
|
3.49K
$734K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
105+ 0.77% |
$15.7K - $18.4K
|
13.8K
$2.9M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
104+ 1.14% |
$15.5K - $18.2K
|
9.26K
$1.95M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 0.93% |
$14.9K - $17.5K
|
10.8K
$2.27M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
100+ 3.23% |
$14.9K - $17.5K
|
3.2K
$672K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 294.12% |
$14.9K - $17.5K
|
134
$28.2K
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
100+ 7.65% |
$14.9K - $17.5K
|
1.41K
$296K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
98+ 6.15% |
$14.6K - $17.2K
|
1.69K
$355K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
98+ 1.43% |
$14.6K - $17.2K
|
6.95K
$1.46M
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
97+ 0.75% |
$14.5K - $17K
|
13K
$2.72M
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
96+ 1.26% |
$14.3K - $16.8K
|
7.69K
$1.62M
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
95+ 3.82% |
$14.2K - $16.7K
|
2.58K
$543K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95+ 0.12% |
$14.2K - $16.7K
|
77.8K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
94+ 1.39% |
$14K - $16.5K
|
6.85K
$1.44M
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
93+ 0.51% |
$13.9K - $16.3K
|
18.5K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
91+ 22.69% |
$13.6K - $16K
|
492
$103K
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
91+ 2.15% |
$13.6K - $16K
|
4.31K
$906K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
90+ 250.0% |
$13.4K - $15.8K
|
126
$26.5K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
85+ 0.34% |
$12.7K - $14.9K
|
25.3K
$5.32M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.49% |
$12.4K - $14.5K
|
5.64K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
82+ 1.45% |
$12.2K - $14.4K
|
5.72K
$1.2M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
72+ 23.38% |
$10.7K - $12.6K
|
380
$79.8K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70+ 5.15% |
$10.4K - $12.3K
|
1.43K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
70New |
$10.4K - $12.3K
|
70
$14.7K
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
69+ 2.67% |
$10.3K - $12.1K
|
2.66K
$558K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
69+ 1.73% |
$10.3K - $12.1K
|
4.06K
$852K
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
67+ 5.03% |
$10K - $11.7K
|
1.4K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
67+ 3.22% |
$10K - $11.7K
|
2.15K
$451K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
66+ 3.53% |
$9.85K - $11.6K
|
1.93K
$406K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
66+ 0.67% |
$9.85K - $11.6K
|
9.95K
$2.09M
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66+ 3.47% |
$9.85K - $11.6K
|
1.97K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
65+ 0.33% |
$9.7K - $11.4K
|
20.1K
$4.21M
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
63+ 2.86% |
$9.4K - $11K
|
2.26K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
62+ 163.16% |
$9.25K - $10.9K
|
100
$21K
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
61+ 3.31% |
$9.11K - $10.7K
|
1.9K
$400K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
60+ 60.0% |
$8.96K - $10.5K
|
160
$33.6K
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
57+ 1.44% |
$8.51K - $9.99K
|
4.01K
$842K
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
57+ 0.97% |
$8.51K - $9.99K
|
5.91K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
57+ 0.01% |
$8.51K - $9.99K
|
677K
$142M
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
56+ 0.34% |
$8.36K - $9.82K
|
16.4K
$3.45M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 6.1% |
$8.21K - $9.64K
|
957
$201K
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
55+ 2.53% |
$8.21K - $9.64K
|
2.23K
$468K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
54+ 2.3% |
$8.06K - $9.47K
|
2.41K
$505K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 0.57% |
$8.06K - $9.47K
|
9.53K
$2M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 1.78% |
$7.76K - $9.12K
|
2.98K
$625K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
52+ 1.23% |
$7.76K - $9.12K
|
4.27K
$897K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
51+ 8.69% |
$7.61K - $8.94K
|
638
$134K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
51+ 1.25% |
$7.61K - $8.94K
|
4.14K
$870K
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
50+ 0.39% |
$7.46K - $8.76K
|
12.8K
$2.69M
|