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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-16- 1.48% |
$3.21K - $3.41K
|
1.06K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.73% |
$1.6K - $1.71K
|
1.1K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
21.7K+ 89.1% |
$4.36M - $4.64M
|
46.1K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
77New |
$15.4K - $16.4K
|
77
$17.4K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-751- 6.88% |
$151K - $160K
|
10.2K
$2.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
6+ 0.06% |
$1.2K - $1.28K
|
9.34K
$2.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.6K - $1.71K
|
8
$1.8K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-15- 1.35% |
$3.01K - $3.2K
|
1.1K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.07K- 12.2% |
$215K - $228K
|
7.7K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
124KNew |
$24.9M - $26.5M
|
124K
$28M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
901+ 2.66% |
$181K - $192K
|
34.8K
$7.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1171.43% |
$16.4K - $17.5K
|
89
$20.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
10KNew |
$2.01M - $2.13M
|
10K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$1M - $1.07M
|
5K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1K- 48.54% |
$201K - $213K
|
1.06K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$201 - $213
|
1
$226
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
959New |
$192K - $205K
|
959
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
98+ 3.05% |
$19.7K - $20.9K
|
3.32K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$241K - $256K
|
1.2K
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-326- 11.13% |
$65.4K - $69.5K
|
2.6K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.18K+ 128.79% |
$637K - $678K
|
5.64K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-93- 4.03% |
$18.7K - $19.8K
|
2.21K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 5.84% |
$3.01K - $3.2K
|
242
$54.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-31- 2.92% |
$6.22K - $6.61K
|
1.03K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
849New |
$170K - $181K
|
849
$192K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
673New |
$135K - $144K
|
673
$152K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9New |
$1.8K - $1.92K
|
9
$2.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.13K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$247K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-107- 3.56% |
$21.5K - $22.8K
|
2.9K
$654K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.43% |
$1.2K - $1.28K
|
1.38K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
180New |
$36.1K - $38.4K
|
180
$40.6K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
166+ 5.92% |
$33.3K - $35.4K
|
2.97K
$670K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
522New |
$105K - $111K
|
522
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-498- 6.68% |
$99.9K - $106K
|
6.96K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.14% |
$401 - $427
|
1.44K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 400.0% |
$1.6K - $1.71K
|
10
$2.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
385New |
$77.2K - $82.1K
|
385
$86.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.21% |
$1K - $1.07K
|
2.39K
$538K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-48- 5.84% |
$9.63K - $10.2K
|
774
$175K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
634+ 2.1% |
$127K - $135K
|
30.9K
$6.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
345New |
$69.2K - $73.6K
|
345
$77.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 16.67% |
$60.2K - $64K
|
2.1K
$474K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-250- 15.34% |
$50.1K - $53.3K
|
1.38K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.95% |
$2.61K - $2.77K
|
653
$147K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
91New |
$18.3K - $19.4K
|
91
$20.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
961+ 16.49% |
$193K - $205K
|
6.79K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
7.85K+ 37.38% |
$1.57M - $1.67M
|
28.9K
$6.51M
|