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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-50- 2.95% |
$9.85K - $11.2K
|
1.65K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-85- 1.14% |
$16.7K - $19K
|
7.38K
$1.57M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
52+ 0.96% |
$10.2K - $11.6K
|
5.45K
$1.16M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
136+ 13.23% |
$26.8K - $30.4K
|
1.16K
$248K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.74K+ 69.56% |
$343K - $389K
|
4.24K
$903K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.36% |
$1.18K - $1.34K
|
1.67K
$355K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.21% |
$2.36K - $2.68K
|
1K
$213K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 2.69% |
$13.2K - $15K
|
2.42K
$516K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-300- 22.83% |
$59.1K - $67K
|
1.01K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
36+ 0.45% |
$7.09K - $8.04K
|
8.1K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
517+ 0.78% |
$102K - $116K
|
66.9K
$14.2M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-188- 8.97% |
$37K - $42K
|
1.91K
$407K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.49% |
$1.58K - $1.79K
|
1.64K
$348K
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-115- 0.15% |
$22.7K - $25.7K
|
78.2K
$16.7M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
94+ 5.09% |
$18.5K - $21K
|
1.94K
$413K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.07% |
$591 - $670
|
4.12K
$878K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 32.45% |
$204K - $231K
|
4.22K
$899K
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.11% |
$1.58K - $1.79K
|
7.36K
$1.57M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-235- 7.39% |
$46.3K - $52.5K
|
2.94K
$627K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
414+ 7.23% |
$81.5K - $92.5K
|
6.14K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-77- 0.18% |
$15.2K - $17.2K
|
43.7K
$9.31M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-236- 1.83% |
$46.5K - $52.7K
|
12.7K
$2.7M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.79K+ 1.4% |
$352K - $399K
|
129K
$27.5M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-963- 0.65% |
$190K - $215K
|
146K
$31.1M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
79+ 0.69% |
$15.6K - $17.7K
|
11.5K
$2.45M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.76K- 1.42% |
$740K - $839K
|
261K
$55.6M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255+ 1.86% |
$50.2K - $57K
|
13.9K
$2.97M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.05K+ 60.82% |
$206K - $234K
|
2.77K
$590K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
38+ 1.17% |
$7.48K - $8.49K
|
3.28K
$698K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 0.47% |
$4.92K - $5.59K
|
5.31K
$1.13M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 1.49% |
$5.91K - $6.7K
|
2.04K
$434K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
250+ 20.85% |
$49.2K - $55.9K
|
1.45K
$309K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
168+ 3.64% |
$33.1K - $37.5K
|
4.78K
$1.02M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-690- 0.51% |
$136K - $154K
|
133K
$28.4M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-819- 4.55% |
$161K - $183K
|
17.2K
$3.66M
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-137- 0.93% |
$27K - $30.6K
|
14.6K
$3.12M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
78+ 6.5% |
$15.4K - $17.4K
|
1.28K
$272K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$392K - $445K
|
1.99K
$424K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-82- 11.65% |
$16.2K - $18.3K
|
622
$133K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
567+ 2.6% |
$112K - $127K
|
22.4K
$4.78M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-345- 0.37% |
$68K - $77.1K
|
93.3K
$19.9M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-20- 0.8% |
$3.94K - $4.47K
|
2.49K
$530K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 14.29% |
$394 - $447
|
16
$3.41K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.13% |
$27.6K - $31.3K
|
12.5K
$2.66M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.5% |
$1.97K - $2.23K
|
1.99K
$423K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.8K+ 417.29% |
$551K - $626K
|
3.47K
$740K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-429- 2.42% |
$84.5K - $95.9K
|
17.3K
$3.69M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2- 0.07% |
$394 - $447
|
2.77K
$590K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.19% |
$788 - $894
|
2.07K
$441K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-37- 0.02% |
$7.29K - $8.27K
|
232K
$49.4M
|