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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 3.14% |
$9.22K - $10.8K
|
1.51K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
45+ 3.02% |
$9.02K - $10.5K
|
1.53K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.98% |
$9.02K - $10.5K
|
2.32K
$544K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
44+ 0.38% |
$8.82K - $10.3K
|
11.7K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
42+ 0.03% |
$8.42K - $9.82K
|
133K
$31.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 1.15% |
$8.42K - $9.82K
|
3.69K
$866K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
42+ 2.02% |
$8.42K - $9.82K
|
2.12K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
40New |
$8.02K - $9.35K
|
40
$9.39K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
40+ 0.92% |
$8.02K - $9.35K
|
4.37K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$8.02K - $9.35K
|
6.6K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
37+ 2.31% |
$7.42K - $8.65K
|
1.64K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
37+ 0.06% |
$7.42K - $8.65K
|
58.3K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 1.7% |
$7.22K - $8.42K
|
2.16K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
35+ 0.64% |
$7.02K - $8.18K
|
5.51K
$1.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
34+ 0.19% |
$6.82K - $7.95K
|
18.4K
$4.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
34+ 1.66% |
$6.82K - $7.95K
|
2.08K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
33+ 17.37% |
$6.62K - $7.71K
|
223
$52.4K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
31New |
$6.22K - $7.25K
|
31
$7.28K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
31+ 1.5% |
$6.22K - $7.25K
|
2.1K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
31+ 0.14% |
$6.22K - $7.25K
|
22.4K
$5.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
30+ 1.13% |
$6.02K - $7.01K
|
2.69K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
30+ 2.31% |
$6.02K - $7.01K
|
1.33K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.35% |
$6.02K - $7.01K
|
2.25K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29New |
$5.82K - $6.78K
|
29
$6.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
28+ 1.04% |
$5.62K - $6.55K
|
2.73K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
28New |
$5.62K - $6.55K
|
28
$6.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
27+ 2.63% |
$5.41K - $6.31K
|
1.05K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
27+ 2.29% |
$5.41K - $6.31K
|
1.21K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 0.96% |
$5.41K - $6.31K
|
2.83K
$665K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
25New |
$5.01K - $5.84K
|
25
$5.87K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
25+ 0.41% |
$5.01K - $5.84K
|
6.17K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 1.67% |
$5.01K - $5.84K
|
1.52K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
24+ 1.56% |
$4.81K - $5.61K
|
1.56K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 1.39% |
$4.61K - $5.38K
|
1.68K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
23+ 0.16% |
$4.61K - $5.38K
|
14.6K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23+ 1.39% |
$4.61K - $5.38K
|
1.67K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 12.99% |
$4.61K - $5.38K
|
200
$47K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$4.41K - $5.14K
|
22
$5.17K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
21+ 1.5% |
$4.21K - $4.91K
|
1.42K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20+ 0.69% |
$4.01K - $4.68K
|
2.92K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.38% |
$4.01K - $4.68K
|
5.33K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
20+ 0.86% |
$4.01K - $4.68K
|
2.35K
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18+ 1.57% |
$3.61K - $4.21K
|
1.17K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
18+ 0.45% |
$3.61K - $4.21K
|
4.01K
$941K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 18.28% |
$3.41K - $3.97K
|
110
$25.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16+ 0.51% |
$3.21K - $3.74K
|
3.15K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 1.61% |
$3.21K - $3.74K
|
1.01K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 9.04% |
$3.01K - $3.51K
|
181
$42.5K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$3.01K - $3.51K
|
2.99K
$701K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13+ 0.8% |
$2.61K - $3.04K
|
1.63K
$383K
|