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 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-179- 3.64% |
$35.9K - $38.2K
|
4.73K
$1.01M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.06% |
$802 - $853
|
6.74K
$1.44M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3New |
$602 - $640
|
3
$639
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-50- 0.92% |
$10K - $10.7K
|
5.4K
$1.15M
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-103- 7.96% |
$20.7K - $22K
|
1.19K
$254K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-809- 20.33% |
$162K - $173K
|
3.17K
$675K
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.21K- 5.69% |
$243K - $259K
|
20.1K
$4.28M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
17+ 3.62% |
$3.41K - $3.63K
|
487
$104K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-491- 22.6% |
$98.5K - $105K
|
1.68K
$358K
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.14% |
$602 - $640
|
2.18K
$465K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-192- 5.97% |
$38.5K - $41K
|
3.02K
$644K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-132- 12.02% |
$26.5K - $28.2K
|
966
$206K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.31KNew |
$262K - $279K
|
1.31K
$279K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-192- 6.69% |
$38.5K - $41K
|
2.68K
$570K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
915+ 8.07% |
$184K - $195K
|
12.3K
$2.61M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-170- 73.28% |
$34.1K - $36.3K
|
62
$13.2K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
72New |
$14.4K - $15.4K
|
72
$15.3K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
43New |
$8.62K - $9.17K
|
43
$9.16K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-909- 3.69% |
$182K - $194K
|
23.7K
$5.05M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145New |
$29.1K - $30.9K
|
145
$30.9K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
57+ 3.07% |
$11.4K - $12.2K
|
1.91K
$407K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
26New |
$5.21K - $5.55K
|
26
$5.54K
|
|
Q1 2024 | |||||||
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-5.7K- 55.34% |
$1.01M - $1.22M
|
4.6K
$980K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-680- 18.89% |
$121K - $145K
|
2.92K
$622K
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 2.19% |
$17.8K - $21.4K
|
4.47K
$953K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-866- 41.92% |
$154K - $185K
|
1.2K
$256K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-784- 7.66% |
$139K - $168K
|
9.46K
$2.01M
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 13.25% |
$35.6K - $42.8K
|
1.31K
$279K
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.38KNew |
$779K - $938K
|
4.38K
$934K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
568+ 5.17% |
$101K - $122K
|
11.6K
$2.46M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-283- 3.54% |
$50.3K - $60.6K
|
7.72K
$1.64M
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-171- 5.81% |
$30.4K - $36.6K
|
2.77K
$590K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.87KNew |
$688K - $828K
|
3.87K
$824K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-485- 17.69% |
$86.2K - $104K
|
2.26K
$481K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.49K- 6.88% |
$442K - $533K
|
33.7K
$7.18M
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-128- 1.67% |
$22.8K - $27.4K
|
7.52K
$1.6M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.3% |
$178 - $214
|
76
$16.2K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.19% |
$8.89K - $10.7K
|
4.26K
$907K
|
|
Jun 07, 2024
Q1 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.2K+ 2.35% |
$747K - $899K
|
183K
$39.1M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.42KNew |
$253K - $304K
|
1.42K
$303K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.33K- 4.26% |
$1.13M - $1.36M
|
142K
$30.4M
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$94.6K - $114K
|
532
$113K
|
|
May 28, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-400- 11.06% |
$71.1K - $85.6K
|
3.22K
$685K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
55+ 0.67% |
$9.78K - $11.8K
|
8.3K
$1.77M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 2.04% |
$178 - $214
|
50
$10.7K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
949New |
$169K - $203K
|
949
$202K
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
950New |
$169K - $203K
|
950
$202K
|