Latest Institutional Purchases of Waste Management Inc (WM)
This list provides information on the latest institutional transactions involving Waste Management Inc (WM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
585New |
$104K - $125K
|
585
$125K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
571New |
$102K - $122K
|
571
$122K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
569+ 36.13% |
$101K - $122K
|
2.14K
$457K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
568+ 5.17% |
$101K - $122K
|
11.6K
$2.46M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$94.6K - $114K
|
532
$113K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
529New |
$94K - $113K
|
529
$113K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
318+ 2.76% |
$56.5K - $68K
|
11.8K
$2.52M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
315New |
$56K - $67.4K
|
315
$67.1K
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
288New |
$51.2K - $61.6K
|
288
$61.4K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
191+ 45.58% |
$34K - $40.9K
|
610
$130K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
163+ 0.49% |
$29K - $34.9K
|
33.6K
$7.16M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
150+ 2.69% |
$26.7K - $32.1K
|
5.72K
$1.22M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
147+ 1.49% |
$26.1K - $31.5K
|
9.99K
$2.13M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
125+ 14.64% |
$22.2K - $26.7K
|
979
$209K
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
120+ 3.84% |
$21.3K - $25.7K
|
3.25K
$691K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
113+ 364.52% |
$20.1K - $24.2K
|
144
$30.7K
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
105+ 3.38% |
$18.7K - $22.5K
|
3.21K
$683K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102+ 2.08% |
$18.1K - $21.8K
|
5.01K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$17.8K - $21.4K
|
100
$21.3K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$17.8K - $21.4K
|
100
$21.3K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
98+ 1.53% |
$17.4K - $21K
|
6.5K
$1.39M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$16.2K - $19.5K
|
91
$19.4K
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
72+ 1.65% |
$12.8K - $15.4K
|
4.44K
$945K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
69+ 17.0% |
$12.3K - $14.8K
|
475
$101K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
55+ 0.67% |
$9.78K - $11.8K
|
8.3K
$1.77M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.19% |
$8.89K - $10.7K
|
4.26K
$907K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 1.18% |
$8.89K - $10.7K
|
4.27K
$910K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
41+ 16.4% |
$7.29K - $8.77K
|
291
$62K
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
39New |
$6.93K - $8.34K
|
39
$8.31K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37+ 56.06% |
$6.58K - $7.92K
|
103
$21.9K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 9.86% |
$6.4K - $7.7K
|
401
$85.4K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$6.22K - $7.49K
|
35
$7.46K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
32+ 0.96% |
$5.69K - $6.85K
|
3.35K
$714K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.99% |
$4.09K - $4.92K
|
1.18K
$251K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
19New |
$3.38K - $4.07K
|
19
$4.05K
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
17+ 1.06% |
$3.02K - $3.64K
|
1.63K
$346K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 3.18% |
$2.67K - $3.21K
|
486
$104K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.41% |
$2.49K - $3K
|
3.44K
$733K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14New |
$2.49K - $3K
|
14
$2.98K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.07% |
$2.31K - $2.78K
|
18.8K
$4M
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$2.13K - $2.57K
|
12
$2.56K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.54% |
$1.78K - $2.14K
|
1.87K
$399K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.09% |
$1.6K - $1.93K
|
10.1K
$2.16M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 0.35% |
$1.6K - $1.93K
|
2.58K
$549K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.42K - $1.71K
|
8
$1.7K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.18% |
$1.07K - $1.28K
|
3.37K
$718K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$889 - $1.07K
|
5
$1.07K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$711 - $856
|
1.53K
$325K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 5.08% |
$533 - $642
|
62
$13.2K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$356 - $428
|
4.96K
$1.06M
|