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 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-500- 34.2% |
$100K - $117K
|
962
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-96- 5.26% |
$19.3K - $22.4K
|
1.73K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28.3K- 47.42% |
$5.68M - $6.62M
|
31.4K
$7.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
679+ 1.32% |
$136K - $159K
|
52.3K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.29% |
$602 - $701
|
1.02K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.34% |
$15K - $17.5K
|
21.8K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.15K+ 100.65% |
$432K - $504K
|
4.29K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 4.23% |
$10K - $11.7K
|
1.13K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.55K+ 4.49% |
$512K - $597K
|
59.5K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
875+ 10.78% |
$175K - $205K
|
8.99K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.32K- 4.22% |
$264K - $308K
|
29.9K
$7.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 5.88% |
$401K - $468K
|
36K
$8.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.26KNew |
$252K - $294K
|
1.26K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
884New |
$177K - $207K
|
884
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$602 - $701
|
5.65K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-956- 4.01% |
$192K - $223K
|
22.9K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
3.49K+ 6.28% |
$701K - $817K
|
59.1K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$207K - $241K
|
1.03K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
9.16K+ 31.73% |
$1.84M - $2.14M
|
38K
$8.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-93- 0.69% |
$18.7K - $21.7K
|
13.4K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.29K+ 0.69% |
$258K - $301K
|
189K
$44.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
282+ 7.04% |
$56.6K - $65.9K
|
4.29K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 6.45% |
$802 - $935
|
66
$15.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.74K+ 13.1% |
$1.35M - $1.58M
|
58.2K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
116+ 11.08% |
$23.3K - $27.1K
|
1.16K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-424- 4.92% |
$85K - $99.1K
|
8.2K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
118+ 43.7% |
$23.7K - $27.6K
|
388
$91.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.79K- 5.14% |
$559K - $652K
|
51.5K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-21- 0.85% |
$4.21K - $4.91K
|
2.46K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$602 - $701
|
2.51K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-8- 0.49% |
$1.6K - $1.87K
|
1.63K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-23.3K- 16.83% |
$4.67M - $5.45M
|
115K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
213+ 15.51% |
$42.7K - $49.8K
|
1.59K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.38% |
$24.1K - $28.1K
|
31.4K
$7.38M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 2.87% |
$474K - $552K
|
84.8K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.52K- 1.6% |
$1.51M - $1.76M
|
461K
$108M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
74+ 0.86% |
$14.8K - $17.3K
|
8.65K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
159+ 1.54% |
$31.9K - $37.2K
|
10.5K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
919New |
$184K - $215K
|
919
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
121+ 1.12% |
$24.3K - $28.3K
|
10.9K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1KNew |
$201K - $234K
|
1K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
15.8K+ 23.21% |
$3.17M - $3.7M
|
83.9K
$19.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
328+ 9.85% |
$65.8K - $76.7K
|
3.66K
$859K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-3.05K- 14.9% |
$611K - $713K
|
17.4K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
77+ 0.24% |
$15.4K - $18K
|
32.3K
$7.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
7.75K+ 2.81% |
$1.55M - $1.81M
|
284K
$66.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
620+ 1.05% |
$124K - $145K
|
59.9K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 0.68% |
$10K - $11.7K
|
7.34K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 7.78% |
$25.5K - $29.7K
|
1.76K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
404+ 2.53% |
$81K - $94.4K
|
16.4K
$3.84M
|