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, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$7.74K - $8.49K
|
50
$10.7K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.22K+ 27.66% |
$1.27M - $1.4M
|
37.9K
$8.08M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
37New |
$5.73K - $6.28K
|
37
$7.88K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.41KNew |
$217K - $239K
|
1.41K
$299K
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-44- 2.29% |
$6.81K - $7.47K
|
1.88K
$400K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-352- 0.78% |
$54.5K - $59.8K
|
44.6K
$9.5M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-195- 2.86% |
$30.2K - $33.1K
|
6.63K
$1.41M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
135New |
$20.9K - $22.9K
|
135
$28.8K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$9.9K - $10.9K
|
64
$13.6K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53New |
$8.2K - $9K
|
53
$11.3K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$159K - $174K
|
1.03K
$218K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-375Closed |
$56K - $65.7K
|
0
$0
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-11.1KClosed |
$1.66M - $1.95M
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
22.4K+ 1132.95% |
$3.35M - $3.93M
|
24.4K
$5.2M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.7K- 1.75% |
$253K - $298K
|
95.5K
$20.4M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-251- 3.53% |
$37.5K - $44K
|
6.86K
$1.46M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
38+ 2.0% |
$5.67K - $6.66K
|
1.94K
$412K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.77KNew |
$861K - $1.01M
|
5.77K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.66KNew |
$248K - $291K
|
1.66K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
26New |
$3.88K - $4.56K
|
26
$5.54K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.29% |
$299 - $351
|
699
$149K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-138- 16.63% |
$20.6K - $24.2K
|
692
$147K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.43% |
$16.6K - $19.5K
|
25.6K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
200New |
$29.9K - $35.1K
|
200
$42.6K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
65+ 0.33% |
$9.7K - $11.4K
|
20.1K
$4.27M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.79KClosed |
$266K - $313K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1+ 0.06% |
$149 - $175
|
1.65K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35.2KNew |
$5.25M - $6.17M
|
35.2K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
34+ 1.16% |
$5.08K - $5.96K
|
2.97K
$634K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
16.6K+ 101.54% |
$2.48M - $2.91M
|
33K
$7.02M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-19.1KClosed |
$2.85M - $3.35M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.1K+ 242.69% |
$612K - $719K
|
5.79K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1+ 1.54% |
$149 - $175
|
66
$14.1K
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.25KNew |
$485K - $570K
|
3.25K
$693K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
285New |
$42.5K - $50K
|
285
$60.7K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$74.6K - $87.6K
|
500
$107K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-43.4K- 3.18% |
$6.48M - $7.61M
|
1.32M
$281M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.6KClosed |
$1.88M - $2.21M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-66.7KClosed |
$9.95M - $11.7M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-35.1K- 81.06% |
$5.24M - $6.15M
|
8.2K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-15K- 64.75% |
$2.24M - $2.63M
|
8.17K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-370- 21.15% |
$55.2K - $64.9K
|
1.38K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
16.6M+ 89.09% |
$2.48B - $2.91B
|
35.2M
$7.51B
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.9K- 1.78% |
$283K - $333K
|
105K
$22.4M
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
9.4KNew |
$1.4M - $1.65M
|
9.4K
$2M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-15K- 60.0% |
$2.24M - $2.63M
|
10K
$2.13M
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
35+ 1.33% |
$5.22K - $6.14K
|
2.67K
$568K
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.8KNew |
$418K - $491K
|
2.8K
$597K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-30.9K- 3.77% |
$4.61M - $5.41M
|
788K
$168M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.84K+ 62.26% |
$574K - $674K
|
10K
$2.13M
|