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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.07K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$233K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.99% |
$11.6K - $12.4K
|
2K
$426K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.04KNew |
$208K - $221K
|
1.04K
$221K
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-600- 7.38% |
$120K - $128K
|
7.54K
$1.61M
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
129+ 1.42% |
$25.9K - $27.5K
|
9.18K
$1.96M
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-72.8K- 24.98% |
$14.6M - $15.5M
|
219K
$46.6M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
200+ 10.83% |
$40.1K - $42.7K
|
2.05K
$436K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-5.19K- 3.64% |
$1.04M - $1.11M
|
138K
$29.3M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-21- 1.6% |
$4.21K - $4.48K
|
1.3K
$276K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.28K+ 226.34% |
$658K - $700K
|
4.73K
$1.01M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$1.8K - $1.92K
|
2.58K
$550K
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-107- 3.56% |
$21.5K - $22.8K
|
2.9K
$618K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.02% |
$201 - $213
|
4.03K
$858K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 2.35% |
$2.01K - $2.13K
|
415
$88.4K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.43% |
$1.2K - $1.28K
|
1.38K
$294K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
71+ 0.83% |
$14.2K - $15.1K
|
8.67K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
180New |
$36.1K - $38.4K
|
180
$38.4K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-500- 71.43% |
$100K - $107K
|
200
$42.6K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
793+ 11.62% |
$159K - $169K
|
7.62K
$1.62M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
167+ 9.2% |
$33.5K - $35.6K
|
1.98K
$423K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 3.81% |
$10K - $10.7K
|
1.36K
$290K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$201 - $213
|
815
$174K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$228K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55+ 1.32% |
$11K - $11.7K
|
4.21K
$897K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
485+ 8.9% |
$97.3K - $103K
|
5.94K
$1.26M
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9+ 0.22% |
$1.8K - $1.92K
|
4.08K
$870K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.06K+ 437.11% |
$1.82M - $1.93M
|
11.1K
$2.37M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 9.01% |
$272K - $289K
|
13.7K
$2.92M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
166+ 5.92% |
$33.3K - $35.4K
|
2.97K
$633K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
105+ 5.15% |
$21.1K - $22.4K
|
2.15K
$457K
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.93K+ 100.0% |
$387K - $412K
|
3.86K
$823K
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
267+ 7.82% |
$53.5K - $57K
|
3.68K
$784K
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-239- 10.65% |
$47.9K - $51K
|
2.01K
$427K
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
49.7K+ 72.24% |
$9.97M - $10.6M
|
119K
$25.3M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-241K- 14.81% |
$48.3M - $51.3M
|
1.38M
$295M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
522New |
$105K - $111K
|
522
$111K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-10.9K- 8.0% |
$2.19M - $2.33M
|
125K
$26.7M
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
479+ 1.02% |
$96.1K - $102K
|
47.4K
$10.1M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.85K+ 13.52% |
$372K - $396K
|
15.6K
$3.32M
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-498- 6.68% |
$99.9K - $106K
|
6.96K
$1.48M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-20- 1.41% |
$4.01K - $4.27K
|
1.4K
$299K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
557+ 32.46% |
$112K - $119K
|
2.27K
$484K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
468+ 3.93% |
$93.9K - $99.8K
|
12.4K
$2.64M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.14% |
$401 - $427
|
1.44K
$307K
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-40- 0.05% |
$8.02K - $8.53K
|
85.5K
$18.2M
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.93K- 1.93% |
$788K - $838K
|
200K
$42.6M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
17.8K+ 1826.08% |
$3.57M - $3.79M
|
18.8K
$4M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
32+ 1.02% |
$6.42K - $6.83K
|
3.18K
$677K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 400.0% |
$1.6K - $1.71K
|
10
$2.13K
|