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
|
Financial Advisory Service, Inc.
|
BUY
|
- |
104+ 1.81% |
$15.5K - $17.4K
|
5.85K
$1.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
104+ 6.47% |
$15.5K - $17.4K
|
1.71K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
104+ 0.21% |
$15.5K - $17.4K
|
50.1K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
104+ 0.85% |
$15.5K - $17.4K
|
12.3K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
102+ 3.36% |
$15.2K - $17K
|
3.14K
$731K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
102+ 1.01% |
$15.2K - $17K
|
10.2K
$2.38M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.62% |
$14.9K - $16.7K
|
16.1K
$3.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
100+ 0.19% |
$14.9K - $16.7K
|
52.5K
$12.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100+ 2.43% |
$14.9K - $16.7K
|
4.22K
$982K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 6.25% |
$14.9K - $16.7K
|
1.7K
$396K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$14.9K - $16.7K
|
100
$23.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$14.9K - $16.7K
|
100
$23.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
99+ 1980.0% |
$14.7K - $16.5K
|
104
$24.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
96New |
$14.3K - $16K
|
96
$22.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
91+ 3.09% |
$13.5K - $15.2K
|
3.04K
$707K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 0.51% |
$13.5K - $15.2K
|
18.1K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
91+ 0.04% |
$13.5K - $15.2K
|
228K
$53.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
90+ 2.56% |
$13.4K - $15K
|
3.6K
$838K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
90+ 22.0% |
$13.4K - $15K
|
499
$116K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
90+ 1.14% |
$13.4K - $15K
|
7.98K
$1.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
90+ 1.06% |
$13.4K - $15K
|
8.59K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
89+ 1.13% |
$13.2K - $14.9K
|
7.96K
$1.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88+ 2.96% |
$13.1K - $14.7K
|
3.07K
$714K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
85+ 0.48% |
$12.7K - $14.2K
|
17.8K
$4.15M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
83+ 24.56% |
$12.4K - $13.9K
|
421
$98K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
83+ 0.46% |
$12.4K - $13.9K
|
18K
$4.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Sather Financial Group Inc
|
BUY
|
- |
83+ 4.72% |
$12.4K - $13.9K
|
1.84K
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
83+ 2.29% |
$12.4K - $13.9K
|
3.7K
$861K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
82+ 1.41% |
$12.2K - $13.7K
|
5.91K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
82+ 1.09% |
$12.2K - $13.7K
|
7.62K
$1.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
81+ 3.53% |
$12.1K - $13.5K
|
2.38K
$554K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
81+ 0.73% |
$12.1K - $13.5K
|
11.2K
$2.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
80+ 12.08% |
$11.9K - $13.4K
|
742
$173K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
80+ 1.01% |
$11.9K - $13.4K
|
8.03K
$1.87M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
79+ 5.1% |
$11.8K - $13.2K
|
1.63K
$379K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
78New |
$11.6K - $13K
|
78
$18.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
74+ 0.15% |
$11K - $12.4K
|
48.4K
$11.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
74+ 0.4% |
$11K - $12.4K
|
18.5K
$4.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 4.58% |
$11K - $12.4K
|
1.69K
$393K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73+ 1.94% |
$10.9K - $12.2K
|
3.85K
$895K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70+ 51.47% |
$10.4K - $11.7K
|
206
$48K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
70+ 137.25% |
$10.4K - $11.7K
|
121
$28.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
70+ 1.98% |
$10.4K - $11.7K
|
3.6K
$837K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$10.4K - $11.7K
|
70
$16.3K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
69+ 1.55% |
$10.3K - $11.5K
|
4.51K
$1.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
69+ 1.75% |
$10.3K - $11.5K
|
4.01K
$933K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
69New |
$10.3K - $11.5K
|
69
$16.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
68+ 1.41% |
$10.1K - $11.3K
|
4.89K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
68+ 0.32% |
$10.1K - $11.3K
|
21.4K
$4.98M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
68+ 4.45% |
$10.1K - $11.3K
|
1.6K
$371K
|