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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
521+ 21.88% |
$77.5K - $85K
|
2.9K
$681K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
31+ 1.17% |
$4.61K - $5.06K
|
2.68K
$629K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$298 - $326
|
2
$470
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
26New |
$3.87K - $4.24K
|
26
$6.1K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 0.89% |
$744 - $816
|
554
$130K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.36% |
$1.34K - $1.47K
|
2.52K
$593K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.03K- 13.81% |
$154K - $169K
|
6.46K
$1.52M
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-45.2K- 97.74% |
$6.73M - $7.37M
|
1.04K
$245K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
300New |
$44.6K - $49K
|
300
$70.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
653New |
$97.2K - $107K
|
653
$153K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-32- 2.41% |
$4.76K - $5.22K
|
1.3K
$305K
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-617- 1.99% |
$91.8K - $101K
|
30.3K
$7.12M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
143+ 9.24% |
$21.3K - $23.3K
|
1.69K
$397K
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
94+ 4.99% |
$14K - $15.3K
|
1.98K
$465K
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
651+ 0.5% |
$96.9K - $106K
|
130K
$30.4M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
68+ 1.5% |
$10.1K - $11.1K
|
4.59K
$1.08M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-324- 16.16% |
$48.2K - $52.9K
|
1.68K
$395K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-324- 16.16% |
$48.2K - $52.9K
|
1.68K
$395K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 6.15% |
$29.8K - $32.6K
|
3.05K
$716K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
55+ 2.75% |
$8.19K - $8.97K
|
2.06K
$482K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$7.44K - $8.16K
|
50
$11.7K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.28KNew |
$191K - $209K
|
1.28K
$301K
|
|
Q4 2022 | |||||||
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
9+ 0.42% |
$1.39K - $1.53K
|
2.13K
$500K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
7.3KNew |
$1.13M - $1.24M
|
7.3K
$1.71M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20New |
$3.09K - $3.4K
|
20
$4.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
303New |
$46.9K - $51.5K
|
303
$71.1K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
157New |
$24.3K - $26.7K
|
157
$36.9K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
75+ 36.59% |
$11.6K - $12.7K
|
280
$65.7K
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
40KNew |
$6.19M - $6.79M
|
40K
$9.39M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
1.59KNew |
$245K - $269K
|
1.59K
$372K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-249- 14.86% |
$38.5K - $42.3K
|
1.43K
$335K
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.33KNew |
$1.29M - $1.41M
|
8.33K
$1.96M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 0.04% |
$155 - $170
|
2.42K
$567K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-238- 8.71% |
$36.8K - $40.4K
|
2.5K
$586K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3- 0.06% |
$464 - $510
|
5.11K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
22New |
$3.4K - $3.74K
|
22
$5.17K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.18MNew |
$492M - $540M
|
3.18M
$747M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
250+ 15.84% |
$38.7K - $42.5K
|
1.83K
$429K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
19.2KNew |
$2.97M - $3.26M
|
19.2K
$4.51M
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.52KNew |
$235K - $258K
|
1.52K
$356K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$15.5K - $17K
|
100
$23.5K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.63K- 1.12% |
$716K - $786K
|
407K
$95.6M
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6.16K+ 108.42% |
$953K - $1.05M
|
11.8K
$2.78M
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.6KNew |
$1.8M - $1.97M
|
11.6K
$2.73M
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.4KNew |
$2.07M - $2.27M
|
13.4K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5K+ 384.62% |
$774K - $849K
|
6.3K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
514+ 0.53% |
$79.5K - $87.3K
|
98.2K
$23.1M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86+ 172.0% |
$13.3K - $14.6K
|
136
$31.9K
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.13K+ 509.5% |
$174K - $191K
|
1.35K
$316K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-126- 2.65% |
$19.5K - $21.4K
|
4.62K
$1.08M
|