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 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$356 - $428
|
4.96K
$1.06M
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
69+ 17.0% |
$12.3K - $14.8K
|
475
$101K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
828+ 31.27% |
$147K - $177K
|
3.48K
$741K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-186- 11.96% |
$33.1K - $39.8K
|
1.37K
$292K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
968New |
$172K - $207K
|
968
$206K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.99% |
$4.09K - $4.92K
|
1.18K
$251K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22- 0.86% |
$3.91K - $4.71K
|
2.54K
$541K
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 5.77% |
$17.8K - $21.4K
|
1.63K
$348K
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 12.53% |
$25.6K - $30.8K
|
1.01K
$214K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-176- 1.74% |
$31.3K - $37.7K
|
9.93K
$2.12M
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14New |
$2.49K - $3K
|
14
$2.98K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.02KNew |
$182K - $219K
|
1.02K
$218K
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
288New |
$51.2K - $61.6K
|
288
$61.4K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
318+ 2.76% |
$56.5K - $68K
|
11.8K
$2.52M
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.85KNew |
$328K - $395K
|
1.85K
$393K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 16.67% |
$3.56K - $4.28K
|
100
$21.3K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
969New |
$172K - $207K
|
969
$206K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.07KNew |
$190K - $229K
|
1.07K
$228K
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$216K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.1KNew |
$196K - $236K
|
1.1K
$235K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
550KNew |
$97.8M - $118M
|
550K
$117M
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-130- 39.39% |
$23.1K - $27.8K
|
200
$42.6K
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
969New |
$172K - $207K
|
969
$206K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.54KNew |
$452K - $544K
|
2.54K
$542K
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$183K - $220K
|
1.03K
$219K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
163+ 0.49% |
$29K - $34.9K
|
33.6K
$7.16M
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-23- 1.91% |
$4.09K - $4.92K
|
1.18K
$252K
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-150- 4.69% |
$26.7K - $32.1K
|
3.05K
$650K
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.02KNew |
$181K - $218K
|
1.02K
$217K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-450- 2.42% |
$80K - $96.3K
|
18.1K
$3.86M
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
957New |
$170K - $205K
|
957
$204K
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$213K
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-249- 13.22% |
$44.3K - $53.3K
|
1.64K
$348K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-360- 2.41% |
$64K - $77K
|
14.6K
$3.11M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7- 0.38% |
$1.24K - $1.5K
|
1.82K
$387K
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-25- 0.96% |
$4.44K - $5.35K
|
2.59K
$551K
|
|
Q4 2023 | |||||||
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
16.7K+ 4.26% |
$2.53M - $2.99M
|
409K
$87.1M
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
203+ 0.64% |
$30.7K - $36.4K
|
31.9K
$6.8M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 1.2% |
$23.4K - $27.8K
|
12.7K
$2.71M
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
61New |
$9.22K - $10.9K
|
61
$13K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-164- 26.84% |
$24.8K - $29.4K
|
447
$95.2K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
280New |
$42.3K - $50.1K
|
280
$59.7K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
56+ 5600.0% |
$8.47K - $10K
|
57
$12.1K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$3.48K - $4.12K
|
23
$4.9K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
280New |
$42.3K - $50.1K
|
280
$59.7K
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.34KNew |
$203K - $240K
|
1.34K
$286K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
47New |
$7.11K - $8.42K
|
47
$10K
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $213K
|
1.19K
$253K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
166New |
$25.1K - $29.7K
|
166
$35.4K
|