Purchases and Sales Made in Q4 2021 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2021. 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 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
205+ 14.39% |
$30.5K - $34.2K
|
1.63K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
204+ 3.24% |
$30.4K - $34K
|
6.51K
$1.52M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
202New |
$30.1K - $33.7K
|
202
$47K
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.26% |
$29.8K - $33.4K
|
76.6K
$17.8M
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
197+ 1.34% |
$29.3K - $32.9K
|
14.9K
$3.47M
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
195+ 3.3% |
$29K - $32.5K
|
6.1K
$1.42M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195+ 3.61% |
$29K - $32.5K
|
5.59K
$1.3M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
194+ 2.14% |
$28.9K - $32.4K
|
9.26K
$2.16M
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
189+ 1.81% |
$28.1K - $31.5K
|
10.7K
$2.48M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
188+ 4.84% |
$28K - $31.4K
|
4.07K
$947K
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
186+ 1.82% |
$27.7K - $31K
|
10.4K
$2.43M
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
185+ 1.71% |
$27.5K - $30.9K
|
11K
$2.57M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
181+ 120.67% |
$26.9K - $30.2K
|
331
$77.1K
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
179+ 3.32% |
$26.6K - $29.9K
|
5.57K
$1.3M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
175+ 0.64% |
$26K - $29.2K
|
27.6K
$6.42M
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
169+ 1.35% |
$25.2K - $28.2K
|
12.7K
$2.96M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
169+ 32.07% |
$25.2K - $28.2K
|
696
$162K
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
168+ 1.87% |
$25K - $28K
|
9.14K
$2.13M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
167+ 2.11% |
$24.9K - $27.9K
|
8.06K
$1.88M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
166+ 9.6% |
$24.7K - $27.7K
|
1.9K
$441K
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
163+ 7.47% |
$24.3K - $27.2K
|
2.34K
$546K
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
162+ 0.47% |
$24.1K - $27K
|
34.9K
$8.11M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
162New |
$24.1K - $27K
|
162
$37.7K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
161+ 2.54% |
$24K - $26.9K
|
6.5K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
157+ 1.73% |
$23.4K - $26.2K
|
9.22K
$2.15M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
156+ 2.38% |
$23.2K - $26K
|
6.7K
$1.56M
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
155+ 1.17% |
$23.1K - $25.9K
|
13.4K
$3.13M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
151+ 4.39% |
$22.5K - $25.2K
|
3.59K
$836K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 12.95% |
$22.3K - $25K
|
1.31K
$304K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$22.3K - $25K
|
150
$34.9K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150+ 0.18% |
$22.3K - $25K
|
83.7K
$19.5M
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
148New |
$22K - $24.7K
|
148
$34.5K
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
143+ 5.75% |
$21.3K - $23.9K
|
2.63K
$613K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136+ 4.01% |
$20.2K - $22.7K
|
3.53K
$821K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
135+ 81.82% |
$20.1K - $22.5K
|
300
$69.8K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
134+ 4.32% |
$19.9K - $22.4K
|
3.23K
$753K
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
132+ 8.35% |
$19.6K - $22K
|
1.71K
$399K
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
130+ 1.27% |
$19.3K - $21.7K
|
10.4K
$2.42M
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
128+ 0.3% |
$19.1K - $21.4K
|
43.4K
$10.1M
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
125New |
$18.6K - $20.9K
|
125
$29.1K
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
124+ 0.78% |
$18.5K - $20.7K
|
16K
$3.72M
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
122+ 1.97% |
$18.2K - $20.4K
|
6.31K
$1.47M
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
122+ 6.44% |
$18.2K - $20.4K
|
2.02K
$469K
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
120+ 2.68% |
$17.9K - $20K
|
4.6K
$1.07M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
120New |
$17.9K - $20K
|
120
$27.9K
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
118+ 0.41% |
$17.6K - $19.7K
|
28.8K
$6.71M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
117+ 2.27% |
$17.4K - $19.5K
|
5.28K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
115+ 2.54% |
$17.1K - $19.2K
|
4.64K
$1.08M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
111New |
$16.5K - $18.5K
|
111
$25.8K
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
109+ 2.56% |
$16.2K - $18.2K
|
4.37K
$1.02M
|