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 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
13+ 0.14% |
$2.61K - $3.04K
|
9K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$2.61K - $3.04K
|
6.54K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 6.38% |
$2.41K - $2.81K
|
200
$47K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$2.41K - $2.81K
|
12
$2.82K
|
|
|
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
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 1.15% |
$2.41K - $2.81K
|
1.06K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 7.64% |
$2.21K - $2.57K
|
155
$36.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 1.93% |
$2.21K - $2.57K
|
582
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.9% |
$2.21K - $2.57K
|
1.23K
$289K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 0.88% |
$2.01K - $2.34K
|
1.14K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.95% |
$2.01K - $2.34K
|
1.06K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.47% |
$2.01K - $2.34K
|
2.13K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.34K
|
3.19K
$750K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
9+ 0.52% |
$1.8K - $2.1K
|
1.74K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9New |
$1.8K - $2.1K
|
9
$2.11K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
$1.6K - $1.87K
|
1.66K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 0.12% |
$1.6K - $1.87K
|
6.82K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.6K - $1.87K
|
18
$4.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.74% |
$1.6K - $1.87K
|
1.09K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8+ 0.46% |
$1.6K - $1.87K
|
1.75K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.6K - $1.87K
|
5.62K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.64% |
$1.4K - $1.64K
|
1.1K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7+ 0.06% |
$1.4K - $1.64K
|
11.1K
$2.59M
|
|
|
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
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 0.99% |
$1.4K - $1.64K
|
712
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 12.0% |
$1.2K - $1.4K
|
56
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.28% |
$1.2K - $1.4K
|
2.17K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.34% |
$1.2K - $1.4K
|
1.76K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.2K - $1.4K
|
6
$1.41K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.47% |
$1.2K - $1.4K
|
1.27K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 4.5% |
$1K - $1.17K
|
116
$27.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.33% |
$1K - $1.17K
|
1.52K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$1K - $1.17K
|
1.3K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.03% |
$1K - $1.17K
|
16K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5+ 0.19% |
$1K - $1.17K
|
2.62K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1K - $1.17K
|
5
$1.17K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5+ 0.33% |
$1K - $1.17K
|
1.52K
$358K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.05% |
$1K - $1.17K
|
9.69K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.93K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.95K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 6.45% |
$802 - $935
|
66
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$802 - $935
|
1.46K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.16% |
$802 - $935
|
2.49K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4+ 0.11% |
$802 - $935
|
3.52K
$827K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$602 - $701
|
892
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.04% |
$602 - $701
|
8.14K
$1.91M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$602 - $701
|
1.64K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$602 - $701
|
1.12K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.06% |
$602 - $701
|
5.29K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 6.0% |
$602 - $701
|
53
$12.4K
|