Purchases and Sales Made in Q1 2025 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2025. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 5.26% |
$19.5K - $22.7K
|
1.94K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
97+ 1.07% |
$19.5K - $22.7K
|
9.2K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
95+ 0.52% |
$19.1K - $22.2K
|
18.4K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
90+ 0.69% |
$18K - $21K
|
13.1K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
89+ 1.34% |
$17.8K - $20.8K
|
6.72K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 24.24% |
$17.6K - $20.6K
|
451
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
87+ 2.67% |
$17.4K - $20.3K
|
3.35K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 8.53% |
$17.4K - $20.3K
|
1.11K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
85+ 1.0% |
$17K - $19.9K
|
8.6K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
85+ 2.59% |
$17K - $19.9K
|
3.37K
$792K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 0.58% |
$17K - $19.9K
|
14.6K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
82+ 7.83% |
$16.4K - $19.2K
|
1.13K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
80+ 3.04% |
$16K - $18.7K
|
2.71K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
77+ 0.24% |
$15.4K - $18K
|
32.3K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
75New |
$15K - $17.5K
|
75
$17.6K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.73% |
$15K - $17.5K
|
10.3K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
74+ 7.21% |
$14.8K - $17.3K
|
1.1K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
74+ 0.86% |
$14.8K - $17.3K
|
8.65K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73+ 0.34% |
$14.6K - $17.1K
|
21.7K
$5.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
71+ 1.91% |
$14.2K - $16.6K
|
3.79K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
69+ 0.14% |
$13.8K - $16.1K
|
48.9K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
66+ 126.92% |
$13.2K - $15.4K
|
118
$27.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
65+ 0.68% |
$13K - $15.2K
|
9.57K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
65+ 39.16% |
$13K - $15.2K
|
231
$54.2K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64+ 0.72% |
$12.8K - $15K
|
8.94K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
63+ 3.4% |
$12.6K - $14.7K
|
1.92K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
63+ 10.13% |
$12.6K - $14.7K
|
685
$161K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62+ 1.5% |
$12.4K - $14.5K
|
4.19K
$983K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
62+ 4.13% |
$12.4K - $14.5K
|
1.56K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
61+ 3.92% |
$12.2K - $14.3K
|
1.62K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58+ 9.32% |
$11.6K - $13.6K
|
680
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
56+ 0.04% |
$11.2K - $13.1K
|
145K
$34M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.9K
|
15.1K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
55+ 1.95% |
$11K - $12.9K
|
2.88K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 0.97% |
$11K - $12.9K
|
5.73K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
55+ 1.71% |
$11K - $12.9K
|
3.26K
$766K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 5.21% |
$10.6K - $12.4K
|
1.07K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
51+ 4.92% |
$10.2K - $11.9K
|
1.09K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
51+ 0.23% |
$10.2K - $11.9K
|
22.4K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 2.04% |
$10K - $11.7K
|
2.5K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 1.29% |
$10K - $11.7K
|
3.91K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
50+ 0.1% |
$10K - $11.7K
|
49.1K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
49+ 69.01% |
$9.83K - $11.5K
|
120
$28.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.43% |
$9.83K - $11.5K
|
2.06K
$484K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49+ 0.68% |
$9.83K - $11.5K
|
7.21K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
48+ 3.21% |
$9.63K - $11.2K
|
1.54K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
47+ 0.72% |
$9.43K - $11K
|
6.61K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
47New |
$9.43K - $11K
|
47
$11K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
46+ 1.36% |
$9.22K - $10.8K
|
3.43K
$805K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
46+ 3.06% |
$9.22K - $10.8K
|
1.55K
$363K
|