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 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-224- 1.98% |
$44.9K - $52.4K
|
11.1K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
470+ 3.06% |
$94.3K - $110K
|
15.8K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
923New |
$185K - $216K
|
923
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.1KNew |
$2.23M - $2.59M
|
11.1K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
95+ 0.52% |
$19.1K - $22.2K
|
18.4K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-370- 18.61% |
$74.2K - $86.5K
|
1.62K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.59% |
$20.1K - $23.4K
|
1.89K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.03K- 6.79% |
$206K - $240K
|
14.1K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-38- 0.02% |
$7.62K - $8.88K
|
230K
$52M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-122- 3.86% |
$24.5K - $28.5K
|
3.04K
$686K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$602 - $701
|
892
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
35+ 0.64% |
$7.02K - $8.18K
|
5.51K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.6K - $1.87K
|
18
$4.06K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.03KNew |
$207K - $241K
|
1.03K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 4.5% |
$1K - $1.17K
|
116
$26.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
982+ 4.65% |
$197K - $230K
|
22.1K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
356+ 3.32% |
$71.4K - $83.2K
|
11.1K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-562- 4.77% |
$113K - $131K
|
11.2K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-17.2K- 13.67% |
$3.45M - $4.02M
|
109K
$24.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.54K+ 17.95% |
$709K - $827K
|
23.2K
$5.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.18KNew |
$237K - $277K
|
1.18K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
55+ 1.95% |
$11K - $12.9K
|
2.88K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
$1.6K - $1.87K
|
1.66K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 7.64% |
$2.21K - $2.57K
|
155
$35K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-916- 1.22% |
$184K - $214K
|
74.4K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
952New |
$191K - $223K
|
952
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-569- 9.09% |
$114K - $133K
|
5.69K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
27+ 2.63% |
$5.41K - $6.31K
|
1.05K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
960New |
$193K - $224K
|
960
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
733+ 19.15% |
$147K - $171K
|
4.56K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
8.06KNew |
$1.62M - $1.88M
|
8.06K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.98K+ 29.09% |
$598K - $697K
|
13.2K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 6.18% |
$336K - $392K
|
25.5K
$5.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-410- 1.49% |
$82.2K - $95.8K
|
27.2K
$6.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
555+ 4.68% |
$111K - $130K
|
12.4K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
190+ 1.33% |
$38.1K - $44.4K
|
14.5K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-69- 1.78% |
$13.8K - $16.1K
|
3.8K
$857K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
99+ 68.28% |
$19.9K - $23.1K
|
244
$55K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 0.41% |
$70.2K - $81.8K
|
85.8K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.93K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$281K - $328K
|
1.4K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-92- 4.72% |
$18.4K - $21.5K
|
1.86K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-88- 0.86% |
$17.6K - $20.6K
|
10.2K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
104+ 3.01% |
$20.9K - $24.3K
|
3.56K
$803K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.95% |
$2.01K - $2.34K
|
1.06K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.97K- 3.12% |
$395K - $460K
|
61K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.23% |
$4.01K - $4.68K
|
8.79K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
587+ 0.76% |
$118K - $137K
|
77.6K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
277+ 21.86% |
$55.5K - $64.8K
|
1.54K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
907+ 61.66% |
$182K - $212K
|
2.38K
$536K
|