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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
9New |
$1.36K - $1.61K
|
9
$1.92K
|
|
Jan 19, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
165New |
$24.9K - $29.6K
|
165
$35.2K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 0.99% |
$2.27K - $2.69K
|
1.53K
$327K
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.23KNew |
$185K - $219K
|
1.23K
$261K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.15KNew |
$174K - $206K
|
1.15K
$245K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.13KNew |
$171K - $202K
|
1.13K
$241K
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
183KNew |
$27.7M - $32.8M
|
183K
$39M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.75KNew |
$264K - $313K
|
1.75K
$373K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$19.7K - $23.3K
|
130
$27.7K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-230- 0.75% |
$34.8K - $41.2K
|
30.6K
$6.52M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.49K- 41.35% |
$225K - $267K
|
2.11K
$450K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.12KClosed |
$471K - $558K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.49% |
$151 - $179
|
205
$43.7K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$302 - $358
|
2.29K
$487K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.2KNew |
$181K - $215K
|
1.2K
$256K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
66+ 0.71% |
$9.98K - $11.8K
|
9.3K
$1.98M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.61K- 0.9% |
$394K - $467K
|
286K
$60.9M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-35- 1.59% |
$5.29K - $6.27K
|
2.17K
$463K
|
|
Q3 2023 | |||||||
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
686New |
$105K - $118K
|
686
$146K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 0.42% |
$610 - $690
|
945
$201K
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 3.02% |
$7.62K - $8.62K
|
1.61K
$342K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
800New |
$122K - $138K
|
800
$170K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 3.48% |
$3.81K - $4.31K
|
694
$148K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2New |
$305 - $345
|
2
$426
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
300+ 42.86% |
$45.7K - $51.7K
|
1K
$213K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
169New |
$25.8K - $29.1K
|
169
$36K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
426+ 0.38% |
$64.9K - $73.4K
|
112K
$23.8M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
466New |
$71K - $80.3K
|
466
$99.3K
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2K- 6.35% |
$305K - $345K
|
29.5K
$6.29M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 15.49% |
$1.59M - $1.8M
|
57K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
2.96KNew |
$451K - $510K
|
2.96K
$630K
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 2.86% |
$7.62K - $8.62K
|
1.7K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
6.5KNew |
$991K - $1.12M
|
6.5K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-881- 8.18% |
$134K - $152K
|
9.89K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-218- 4.33% |
$33.2K - $37.6K
|
4.82K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.48KNew |
$530K - $599K
|
3.48K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-38- 0.79% |
$5.79K - $6.55K
|
4.78K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.08KNew |
$774K - $875K
|
5.08K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-697- 29.3% |
$106K - $120K
|
1.68K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
38.6KNew |
$5.88M - $6.65M
|
38.6K
$8.22M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
10.3KNew |
$1.57M - $1.78M
|
10.3K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
42New |
$6.4K - $7.24K
|
42
$8.95K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
184+ 3.7% |
$28K - $31.7K
|
5.15K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-800- 29.51% |
$122K - $138K
|
1.91K
$407K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
184+ 15.53% |
$28K - $31.7K
|
1.37K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 36.36% |
$36K - $40.7K
|
413
$88K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
998+ 28.14% |
$152K - $172K
|
4.55K
$968K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 11.01% |
$22.9K - $25.9K
|
1.51K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.22K - $1.38K
|
8
$1.7K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-76Closed |
$11.6K - $13.1K
|
0
$0
|