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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$183K - $220K
|
1.03K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.02KNew |
$181K - $218K
|
1.02K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$238K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
990New |
$176K - $212K
|
990
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
969New |
$172K - $207K
|
969
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
968New |
$172K - $207K
|
968
$227K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
950New |
$169K - $203K
|
950
$223K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
949New |
$169K - $203K
|
949
$223K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
946New |
$168K - $202K
|
946
$222K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
940New |
$167K - $201K
|
940
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
750New |
$133K - $160K
|
750
$176K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
700+ 8.4% |
$124K - $150K
|
9.04K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
585New |
$104K - $125K
|
585
$137K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
529New |
$94K - $113K
|
529
$124K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
147+ 1.49% |
$26.1K - $31.5K
|
9.99K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
125+ 14.64% |
$22.2K - $26.7K
|
979
$230K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$17.8K - $21.4K
|
100
$23.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$17.8K - $21.4K
|
100
$23.5K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$16.2K - $19.5K
|
91
$21.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
69+ 17.0% |
$12.3K - $14.8K
|
475
$112K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
55+ 0.67% |
$9.78K - $11.8K
|
8.3K
$1.95M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.19% |
$8.89K - $10.7K
|
4.26K
$999K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
39New |
$6.93K - $8.34K
|
39
$9.16K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.99% |
$4.09K - $4.92K
|
1.18K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
19New |
$3.38K - $4.07K
|
19
$4.46K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
17+ 1.06% |
$3.02K - $3.64K
|
1.63K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.41% |
$2.49K - $3K
|
3.44K
$807K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$2.13K - $2.57K
|
12
$2.82K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.54% |
$1.78K - $2.14K
|
1.87K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.42K - $1.71K
|
8
$1.88K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$711 - $856
|
1.53K
$358K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 2.04% |
$178 - $214
|
50
$11.7K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$178 - $214
|
2.37K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
482KNew |
$72.9M - $86.4M
|
482K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
224KNew |
$33.8M - $40M
|
224K
$52.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
183KNew |
$27.7M - $32.8M
|
183K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
148KNew |
$22.4M - $26.5M
|
148K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
54.9KNew |
$8.31M - $9.84M
|
54.9K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.9KNew |
$4.22M - $4.99M
|
27.9K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
22.3K+ 44.99% |
$3.38M - $4M
|
72K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
20KNew |
$3.02M - $3.58M
|
20K
$4.7M
|
|