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 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$602 - $701
|
5.65K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$602 - $701
|
2.51K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.29% |
$602 - $701
|
1.02K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.17% |
$602 - $701
|
1.72K
$404K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.17% |
$602 - $701
|
1.73K
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$401 - $468
|
2.53K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$401 - $468
|
392
$92K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.02% |
$401 - $468
|
9.51K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$401 - $468
|
1.23K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.12% |
$401 - $468
|
1.69K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.19% |
$401 - $468
|
1.05K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.23% |
$401 - $468
|
888
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.26% |
$401 - $468
|
781
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.25% |
$401 - $468
|
34
$7.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$401 - $468
|
2.61K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$401 - $468
|
1.71K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2+ 0.2% |
$401 - $468
|
1.02K
$240K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$401 - $468
|
3.56K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.01% |
$401 - $468
|
16.3K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.13% |
$401 - $468
|
1.58K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.11% |
$401 - $468
|
1.75K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.92% |
$201 - $234
|
110
$25.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.07% |
$201 - $234
|
1.53K
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.03% |
$201 - $234
|
3.37K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.13% |
$201 - $234
|
792
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.24K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.24K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.19% |
$201 - $234
|
535
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.28K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1New |
$201 - $234
|
1
$235
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.19K
$280K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.18% |
$201 - $234
|
571
$134K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$201 - $234
|
3.21K
$753K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.05% |
$201 - $234
|
1.94K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.09% |
$201 - $234
|
1.15K
$270K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1+ 0.04% |
$201 - $234
|
2.73K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.09% |
$201 - $234
|
1.07K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.03% |
$201 - $234
|
3.18K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1- 0.02% |
$201 - $234
|
4.93K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.1% |
$201 - $234
|
1.01K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.03% |
$201 - $234
|
3.32K
$779K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.17% |
$401 - $468
|
1.19K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.01% |
$401 - $468
|
22.2K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.06% |
$401 - $468
|
3.18K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2- 0.18% |
$401 - $468
|
1.1K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$401 - $468
|
2.14K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 2.2% |
$401 - $468
|
89
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2- 0.14% |
$401 - $468
|
1.46K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$401 - $468
|
4.21K
$988K
|