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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
302+ 0.41% |
$60.6K - $70.6K
|
73.2K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.29% |
$2.21K - $2.57K
|
3.78K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-111K- 5.74% |
$22.3M - $26M
|
1.83M
$429M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 0.96% |
$5.41K - $6.31K
|
2.83K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
495+ 3.41% |
$99.3K - $116K
|
15K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 1.13% |
$228K - $266K
|
102K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
171+ 2.55% |
$34.3K - $40K
|
6.86K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 13.66% |
$4.86M - $5.67M
|
202K
$47.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-13.4K- 35.47% |
$2.68M - $3.13M
|
24.4K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34- 0.57% |
$6.82K - $7.95K
|
5.91K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4+ 0.11% |
$802 - $935
|
3.52K
$827K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-155- 0.64% |
$31.1K - $36.2K
|
24K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-34- 0.09% |
$6.82K - $7.95K
|
38.3K
$9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-202- 0.83% |
$40.5K - $47.2K
|
24.2K
$5.68M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
98+ 4.59% |
$19.7K - $22.9K
|
2.23K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 1.61% |
$3.21K - $3.74K
|
1.01K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2+ 0.2% |
$401 - $468
|
1.02K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-224- 2.91% |
$44.9K - $52.4K
|
7.47K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-82- 6.49% |
$16.4K - $19.2K
|
1.18K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.65K+ 84.04% |
$332K - $387K
|
3.62K
$850K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-248K- 7.12% |
$49.8M - $58M
|
3.24M
$760M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-1.93K- 14.57% |
$387K - $451K
|
11.3K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-75- 6.52% |
$15K - $17.5K
|
1.08K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
412+ 6.55% |
$82.6K - $96.3K
|
6.7K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
346+ 4.06% |
$69.4K - $80.9K
|
8.87K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
637+ 0.73% |
$128K - $149K
|
88.5K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
113+ 5.12% |
$22.7K - $26.4K
|
2.32K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$3.01K - $3.51K
|
2.99K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
725+ 3.56% |
$145K - $169K
|
21.1K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.98% |
$9.02K - $10.5K
|
2.32K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-124- 4.91% |
$24.9K - $29K
|
2.4K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.57% |
$1.4K - $1.64K
|
1.24K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.6K - $1.87K
|
5.62K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-50- 0.61% |
$10K - $11.7K
|
8.09K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-84- 0.34% |
$16.8K - $19.6K
|
24.3K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
889New |
$178K - $208K
|
889
$209K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73K+ 18.18% |
$949K - $1.11M
|
30.8K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-40- 0.31% |
$8.02K - $9.35K
|
12.9K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
21+ 1.5% |
$4.21K - $4.91K
|
1.42K
$334K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-265- 1.63% |
$53.1K - $62K
|
16K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.53% |
$2.41K - $2.81K
|
2.29K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 3.3% |
$1.2K - $1.4K
|
176
$41.3K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
909+ 1.97% |
$182K - $213K
|
47.2K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.24K+ 205.87% |
$850K - $991K
|
6.3K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206New |
$41.3K - $48.2K
|
206
$48.4K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-78- 5.59% |
$15.6K - $18.2K
|
1.32K
$309K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-895- 14.24% |
$179K - $209K
|
5.39K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
47New |
$9.43K - $11K
|
47
$11K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-500- 7.51% |
$100K - $117K
|
6.16K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.1K+ 153.06% |
$3.83M - $4.46M
|
31.5K
$7.41M
|