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 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-125- 1.95% |
$25.1K - $29.2K
|
6.28K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
556+ 54.89% |
$112K - $130K
|
1.57K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-31.2K- 11.17% |
$6.25M - $7.28M
|
248K
$58.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-12K- 85.32% |
$2.41M - $2.8M
|
2.06K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.28K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-41- 1.82% |
$8.22K - $9.58K
|
2.21K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-103- 0.99% |
$20.7K - $24.1K
|
10.3K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
66+ 126.92% |
$13.2K - $15.4K
|
118
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
21.4KNew |
$4.29M - $5M
|
21.4K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.84K- 70.0% |
$369K - $430K
|
789
$185K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
137+ 0.43% |
$27.5K - $32K
|
31.8K
$7.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
937New |
$188K - $219K
|
937
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
42+ 2.02% |
$8.42K - $9.82K
|
2.12K
$498K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.95K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.36K+ 44.24% |
$873K - $1.02M
|
14.2K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3- 0.29% |
$602 - $701
|
1.02K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.5K+ 7.06% |
$2.71M - $3.16M
|
205K
$48.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-59- 6.75% |
$11.8K - $13.8K
|
815
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
23+ 0.16% |
$4.61K - $5.38K
|
14.6K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-101- 0.05% |
$20.3K - $23.6K
|
192K
$45.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
803+ 21.11% |
$161K - $188K
|
4.61K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-112- 8.34% |
$22.5K - $26.2K
|
1.23K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.58K+ 7.5% |
$316K - $368K
|
22.6K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
958New |
$192K - $224K
|
958
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430+ 3.25% |
$86.2K - $101K
|
13.7K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
752+ 3.31% |
$151K - $176K
|
23.5K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-97- 7.34% |
$19.5K - $22.7K
|
1.23K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 0.8% |
$20.1K - $23.4K
|
12.5K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
970New |
$195K - $227K
|
970
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-430- 0.75% |
$86.2K - $101K
|
57.1K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23+ 1.39% |
$4.61K - $5.38K
|
1.67K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-155- 1.31% |
$31.1K - $36.2K
|
11.7K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 199.64% |
$896K - $1.04M
|
6.7K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-81- 4.59% |
$16.2K - $18.9K
|
1.68K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
302+ 11.1% |
$60.6K - $70.6K
|
3.02K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-922- 12.41% |
$185K - $216K
|
6.51K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-3.23K- 36.11% |
$648K - $755K
|
5.72K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$201K - $234K
|
1K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
196+ 2.51% |
$39.3K - $45.8K
|
8.01K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-32K- 5.15% |
$6.42M - $7.49M
|
590K
$139M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.43% |
$1.6K - $1.87K
|
1.85K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 1.15% |
$4.01K - $4.68K
|
1.71K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
136+ 2.07% |
$27.3K - $31.8K
|
6.71K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-499- 2.5% |
$100K - $117K
|
19.5K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-13- 1.04% |
$2.61K - $3.04K
|
1.24K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-277- 11.42% |
$55.5K - $64.8K
|
2.15K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 4.23% |
$13K - $15.2K
|
1.47K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-31.5K- 46.46% |
$6.31M - $7.36M
|
36.3K
$8.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-157- 67.09% |
$31.5K - $36.7K
|
77
$18.1K
|