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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19- 9.27% |
$3.38K - $4.07K
|
186
$39.6K
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.37K+ 91.05% |
$244K - $294K
|
2.88K
$614K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-111- 1.21% |
$19.7K - $23.8K
|
9.09K
$1.94M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
4.82KNew |
$858K - $1.03M
|
4.82K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-97- 8.35% |
$17.2K - $20.8K
|
1.07K
$227K
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
980New |
$174K - $210K
|
980
$209K
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
120+ 3.84% |
$21.3K - $25.7K
|
3.25K
$691K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-95- 3.66% |
$16.9K - $20.3K
|
2.5K
$533K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-17- 1.48% |
$3.02K - $3.64K
|
1.13K
$241K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$8.89K - $10.7K
|
50
$10.7K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$178 - $214
|
1.38K
$294K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102+ 2.08% |
$18.1K - $21.8K
|
5.01K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$17.8K - $21.4K
|
100
$21.3K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 2.85% |
$1.78K - $2.14K
|
341
$72.7K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 1.18% |
$8.89K - $10.7K
|
4.27K
$910K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$711 - $856
|
1.53K
$325K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
950New |
$169K - $203K
|
950
$202K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 26.63% |
$63.8K - $76.8K
|
989
$211K
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-25- 13.44% |
$4.44K - $5.35K
|
161
$34.3K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.05KNew |
$187K - $225K
|
1.05K
$224K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.19KNew |
$212K - $255K
|
1.19K
$254K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
750New |
$133K - $160K
|
750
$160K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$2.13K - $2.57K
|
12
$2.56K
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-35.2K- 94.72% |
$6.27M - $7.54M
|
1.97K
$419K
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8K+ 4.87% |
$853K - $1.03M
|
103K
$22M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
150+ 2.69% |
$26.7K - $32.1K
|
5.72K
$1.22M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
147+ 1.49% |
$26.1K - $31.5K
|
9.99K
$2.13M
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-2.83K- 36.1% |
$502K - $604K
|
5K
$1.07M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.36K- 62.12% |
$1.31M - $1.57M
|
4.49K
$956K
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
1.01KNew |
$179K - $215K
|
1.01K
$214K
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-525- 1.29% |
$93.3K - $112K
|
40.2K
$8.56M
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 9.86% |
$6.4K - $7.7K
|
401
$85.4K
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
275KNew |
$48.9M - $58.9M
|
275K
$58.6M
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-2- 0.14% |
$356 - $428
|
1.4K
$298K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.9K- 17.44% |
$693K - $834K
|
18.5K
$3.93M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.29% |
$178 - $214
|
340
$72.4K
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.37KNew |
$244K - $293K
|
1.37K
$292K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
995New |
$177K - $213K
|
995
$212K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
17.7KNew |
$3.15M - $3.79M
|
17.7K
$3.77M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.08KNew |
$192K - $232K
|
1.08K
$231K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.18% |
$1.07K - $1.28K
|
3.37K
$718K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-470- 74.6% |
$83.6K - $101K
|
160
$34.1K
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$216K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-319- 78.0% |
$56.7K - $68.3K
|
90
$19.2K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 12.5% |
$17.8K - $21.4K
|
700
$149K
|
|
Apr 19, 2024
Q1 2024
|
Quaero Capital S.A.
|
SELL
|
- |
-2.15K- 30.28% |
$382K - $460K
|
4.95K
$1.05M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.37% |
$178 - $214
|
269
$57.3K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-275- 35.48% |
$48.9K - $58.8K
|
500
$107K
|