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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-28.4K- 59.75% |
$4.29M - $5.08M
|
19.1K
$4.07M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.99K- 50.58% |
$452K - $536K
|
2.92K
$623K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-75- 5.23% |
$11.3K - $13.4K
|
1.36K
$289K
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
482KNew |
$72.9M - $86.4M
|
482K
$103M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
607+ 0.4% |
$91.8K - $109K
|
152K
$32.3M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53New |
$8.01K - $9.49K
|
53
$11.3K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
2.81K+ 34.93% |
$425K - $503K
|
10.8K
$2.31M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$11.3K - $13.4K
|
75
$16K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-33- 61.11% |
$4.99K - $5.91K
|
21
$4.47K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-269- 34.98% |
$40.7K - $48.2K
|
500
$107K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300+ 89.82% |
$45.4K - $53.7K
|
634
$135K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.18KNew |
$178K - $211K
|
1.18K
$251K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88New |
$13.3K - $15.8K
|
88
$18.8K
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.3KNew |
$197K - $233K
|
1.3K
$277K
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
89+ 1.4% |
$13.5K - $15.9K
|
6.43K
$1.37M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
319New |
$48.2K - $57.1K
|
319
$68K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
185+ 5.35% |
$28K - $33.1K
|
3.64K
$776K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
199New |
$30.1K - $35.6K
|
199
$42.4K
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.77KNew |
$268K - $318K
|
1.77K
$378K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-155- 1.02% |
$23.4K - $27.8K
|
15.1K
$3.22M
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
281+ 7.6% |
$42.5K - $50.3K
|
3.98K
$847K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
94+ 14.46% |
$14.2K - $16.8K
|
744
$159K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.6K+ 178.97% |
$392K - $465K
|
4.05K
$862K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
900New |
$136K - $161K
|
900
$192K
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-16- 0.29% |
$2.42K - $2.87K
|
5.56K
$1.18M
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-100K- 51.9% |
$15.2M - $18M
|
93K
$19.8M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-12.2K- 89.09% |
$1.84M - $2.18M
|
1.49K
$318K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$2.27K - $2.69K
|
15
$3.2K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
85New |
$12.9K - $15.2K
|
85
$18.1K
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.12KNew |
$169K - $200K
|
1.12K
$238K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.19K- 21.76% |
$634K - $750K
|
15.1K
$3.21M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-912- 43.93% |
$138K - $163K
|
1.16K
$248K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$726K - $859K
|
4.8K
$1.02M
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.38KNew |
$813K - $963K
|
5.38K
$1.15M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
39+ 0.27% |
$5.9K - $6.98K
|
14.3K
$3.05M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-22- 0.3% |
$3.33K - $3.94K
|
7.22K
$1.54M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.38% |
$907 - $1.07K
|
1.6K
$342K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$182K - $215K
|
1.2K
$256K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
548New |
$82.9K - $98.1K
|
548
$117K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.57K- 94.89% |
$842K - $998K
|
300
$63.9K
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.17KNew |
$177K - $209K
|
1.17K
$249K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.34% |
$907 - $1.07K
|
1.75K
$373K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
250+ 106.38% |
$37.8K - $44.8K
|
485
$103K
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.73KNew |
$262K - $310K
|
1.73K
$369K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$151 - $179
|
27
$5.75K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-418- 95.87% |
$63.2K - $74.9K
|
18
$3.84K
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-425- 36.14% |
$64.3K - $76.1K
|
751
$160K
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
165New |
$24.9K - $29.6K
|
165
$35.2K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-150- 81.97% |
$22.7K - $26.9K
|
33
$7.03K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-315- 18.31% |
$47.6K - $56.4K
|
1.41K
$299K
|