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 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
67+ 1.06% |
$9.97K - $11.2K
|
6.39K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
67+ 3.66% |
$9.97K - $11.2K
|
1.9K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
65New |
$9.67K - $10.8K
|
65
$15.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
63+ 3.98% |
$9.38K - $10.5K
|
1.65K
$383K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 7.34% |
$9.23K - $10.3K
|
907
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
60+ 2.19% |
$8.93K - $10K
|
2.8K
$651K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
60+ 2.1% |
$8.93K - $10K
|
2.92K
$679K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
60New |
$8.93K - $10K
|
60
$14K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 3.7% |
$8.93K - $10K
|
1.68K
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
60+ 3.2% |
$8.93K - $10K
|
1.93K
$450K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
59+ 0.47% |
$8.78K - $9.85K
|
12.7K
$2.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
59+ 19.34% |
$8.78K - $9.85K
|
364
$84.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57+ 1.59% |
$8.48K - $9.51K
|
3.64K
$847K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
55+ 3.77% |
$8.19K - $9.18K
|
1.52K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
53+ 0.49% |
$7.89K - $8.85K
|
10.8K
$2.52M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
53+ 1.12% |
$7.89K - $8.85K
|
4.79K
$1.11M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
51+ 2.45% |
$7.59K - $8.51K
|
2.14K
$497K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
51+ 0.48% |
$7.59K - $8.51K
|
10.8K
$2.51M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
51+ 2.56% |
$7.59K - $8.51K
|
2.05K
$477K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
50+ 1.63% |
$7.44K - $8.35K
|
3.12K
$726K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
50+ 4.55% |
$7.44K - $8.35K
|
1.15K
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
49+ 1.55% |
$7.29K - $8.18K
|
3.21K
$748K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
48+ 2.9% |
$7.14K - $8.01K
|
1.7K
$396K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
48+ 3.51% |
$7.14K - $8.01K
|
1.41K
$329K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
48+ 1.54% |
$7.14K - $8.01K
|
3.16K
$736K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45+ 1.37% |
$6.7K - $7.51K
|
3.33K
$774K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
45+ 3.51% |
$6.7K - $7.51K
|
1.33K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
44+ 0.24% |
$6.55K - $7.34K
|
18.5K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
44+ 6.18% |
$6.55K - $7.34K
|
756
$176K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$6.4K - $7.18K
|
13.1K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
43+ 0.7% |
$6.4K - $7.18K
|
6.2K
$1.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42+ 0.39% |
$6.25K - $7.01K
|
10.8K
$2.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
42+ 0.28% |
$6.25K - $7.01K
|
15K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
42New |
$6.25K - $7.01K
|
42
$9.78K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41+ 1.08% |
$6.1K - $6.84K
|
3.84K
$895K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 0.46% |
$5.95K - $6.68K
|
8.7K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 10.47% |
$5.66K - $6.34K
|
401
$93.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
37+ 4.55% |
$5.51K - $6.18K
|
850
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
37+ 4.1% |
$5.51K - $6.18K
|
940
$219K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36+ 0.69% |
$5.36K - $6.01K
|
5.22K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 19.57% |
$5.36K - $6.01K
|
220
$51.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
35+ 0.18% |
$5.21K - $5.84K
|
19.2K
$4.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
35+ 0.51% |
$5.21K - $5.84K
|
6.96K
$1.62M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
34+ 7.54% |
$5.06K - $5.67K
|
485
$113K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
34New |
$5.06K - $5.67K
|
34
$7.91K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 5.59% |
$4.91K - $5.51K
|
623
$145K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32+ 1.19% |
$4.76K - $5.34K
|
2.71K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.7% |
$4.61K - $5.17K
|
4.44K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31+ 0.29% |
$4.61K - $5.17K
|
10.7K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
30+ 0.78% |
$4.46K - $5.01K
|
3.88K
$903K
|