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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
60+ 230.77% |
$11.8K - $13.4K
|
86
$19.4K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-9- 0.22% |
$1.77K - $2.01K
|
4.08K
$919K
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 51.4% |
$391K - $444K
|
1.88K
$423K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03KNew |
$203K - $230K
|
1.03K
$232K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-22- 33.33% |
$4.33K - $4.92K
|
44
$9.93K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
72+ 51.8% |
$14.2K - $16.1K
|
211
$47.6K
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.36K - $2.68K
|
988
$223K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.75K- 1.51% |
$541K - $614K
|
179K
$40.4M
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1K- 11.35% |
$197K - $223K
|
7.81K
$1.76M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
58+ 2.06% |
$11.4K - $13K
|
2.87K
$647K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.13% |
$1.58K - $1.79K
|
5.98K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5New |
$985 - $1.12K
|
5
$1.13K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.6K+ 6.81% |
$13.9M - $15.8M
|
1.11M
$250M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.7K+ 7.29% |
$4.07M - $4.62M
|
304K
$68.6M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
770New |
$152K - $172K
|
770
$174K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-44- 4.31% |
$8.67K - $9.83K
|
978
$221K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25+ 71.43% |
$4.92K - $5.59K
|
60
$13.5K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
170+ 15.22% |
$33.5K - $38K
|
1.29K
$290K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
180New |
$35.5K - $40.2K
|
180
$40.6K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-59- 2.81% |
$11.6K - $13.2K
|
2.04K
$460K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.4K+ 40.0% |
$276K - $313K
|
4.9K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.1% |
$197 - $223
|
986
$222K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-18- 1.77% |
$3.55K - $4.02K
|
1K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-40- 9.76% |
$7.88K - $8.94K
|
370
$83.5K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-155- 4.29% |
$30.5K - $34.6K
|
3.46K
$780K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-300- 22.83% |
$59.1K - $67K
|
1.01K
$229K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
250+ 20.85% |
$49.2K - $55.9K
|
1.45K
$327K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 14.29% |
$394 - $447
|
16
$3.61K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-15- 1.43% |
$2.95K - $3.35K
|
1.03K
$233K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
129+ 9.02% |
$25.4K - $28.8K
|
1.56K
$352K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-43- 4.12% |
$8.47K - $9.61K
|
1K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.53KNew |
$300K - $341K
|
1.53K
$344K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
67New |
$13.2K - $15K
|
67
$15.1K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.8KNew |
$355K - $402K
|
1.8K
$406K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
650+ 3.33% |
$128K - $145K
|
20.2K
$4.55M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.08% |
$197 - $223
|
1.27K
$287K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.41% |
$788 - $894
|
963
$217K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
230+ 9.93% |
$45.3K - $51.4K
|
2.55K
$574K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.25% |
$985 - $1.12K
|
2.02K
$456K
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
1.03KNew |
$202K - $229K
|
1.03K
$231K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 1.02% |
$2.17K - $2.46K
|
1.09K
$246K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 100.0% |
$4.53K - $5.14K
|
46
$10.4K
|
|
Q2 2024 | |||||||
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
52.8K+ 10.99% |
$10.6M - $11.3M
|
533K
$120M
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
61.8K+ 3189.42% |
$12.4M - $13.2M
|
63.7K
$14.4M
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-352- 0.15% |
$70.6K - $75.1K
|
242K
$54.7M
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.3K+ 162.5% |
$261K - $277K
|
2.1K
$474K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$602 - $640
|
3
$677
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$1.04M - $1.1M
|
5.16K
$1.16M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-100- 35.71% |
$20.1K - $21.3K
|
180
$40.6K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.95K+ 145.73% |
$390K - $415K
|
3.28K
$741K
|