Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
895New |
$179K - $209K
|
895
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-38- 0.82% |
$7.62K - $8.88K
|
4.6K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-150- 13.98% |
$30.1K - $35.1K
|
923
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-549- 4.37% |
$110K - $128K
|
12K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 9.9% |
$2.01K - $2.34K
|
91
$21.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
900New |
$180K - $210K
|
900
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-147- 6.86% |
$29.5K - $34.4K
|
2K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.3K+ 31.11% |
$1.26M - $1.47M
|
26.5K
$6.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-57- 2.17% |
$11.4K - $13.3K
|
2.58K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-850- 0.89% |
$170K - $199K
|
95.2K
$22.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
BUY
|
- |
4.59K+ 146.98% |
$921K - $1.07M
|
7.72K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.78K+ 10.14% |
$558K - $651K
|
30.2K
$7.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 1.63% |
$20.1K - $23.4K
|
6.05K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-634- 11.35% |
$127K - $148K
|
4.95K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
89+ 1.34% |
$17.8K - $20.8K
|
6.72K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
222+ 10.59% |
$44.5K - $51.9K
|
2.32K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 7.0% |
$2.16M - $2.52M
|
165K
$38.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-100- 0.86% |
$20.1K - $23.4K
|
11.6K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-123K- 7.51% |
$24.6M - $28.7M
|
1.51M
$355M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
497+ 8.33% |
$99.7K - $116K
|
6.47K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-300- 6.62% |
$60.2K - $70.1K
|
4.23K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
632+ 5.08% |
$127K - $148K
|
13.1K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.19K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
75New |
$15K - $17.5K
|
75
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-535- 3.25% |
$107K - $125K
|
15.9K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-99- 9.01% |
$19.9K - $23.1K
|
1K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-50- 2.13% |
$10K - $11.7K
|
2.3K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-44- 0.75% |
$8.82K - $10.3K
|
5.8K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
82+ 7.83% |
$16.4K - $19.2K
|
1.13K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-25- 0.17% |
$5.01K - $5.84K
|
15K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-124- 69.66% |
$24.9K - $29K
|
54
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-7.42K- 17.42% |
$1.49M - $1.73M
|
35.2K
$8.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.2K - $1.4K
|
6
$1.41K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$2.41K - $2.81K
|
12
$2.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-155- 4.12% |
$31.1K - $36.2K
|
3.61K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309New |
$62K - $72.2K
|
309
$72.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 4.05% |
$1.2K - $1.4K
|
142
$33.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 4.11% |
$5.81M - $6.78M
|
734K
$172M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
484+ 28.83% |
$97.1K - $113K
|
2.16K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-196- 8.89% |
$39.3K - $45.8K
|
2.01K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
904New |
$181K - $211K
|
904
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.49K+ 259.54% |
$499K - $582K
|
3.45K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
56+ 0.04% |
$11.2K - $13.1K
|
145K
$34M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-201- 5.36% |
$40.3K - $47K
|
3.55K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.59K- 2.71% |
$520K - $606K
|
93.1K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-747- 3.98% |
$150K - $175K
|
18K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
357+ 5.04% |
$71.6K - $83.5K
|
7.44K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-21- 10.66% |
$4.21K - $4.91K
|
176
$41.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
7.83K+ 4.92% |
$1.57M - $1.83M
|
167K
$39.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.56K- 17.97% |
$313K - $365K
|
7.12K
$1.67M
|