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
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 14.29% |
$401 - $468
|
12
$2.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.5% |
$602 - $701
|
595
$140K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3- 0.29% |
$602 - $701
|
1.02K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 0.53% |
$602 - $701
|
562
$132K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3- 0.16% |
$602 - $701
|
1.91K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4- 0.02% |
$802 - $935
|
18.5K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4- 0.7% |
$802 - $935
|
567
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$1K - $1.17K
|
1.56K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 0.82% |
$1K - $1.17K
|
606
$142K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.16% |
$1K - $1.17K
|
3.13K
$736K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.24% |
$1.2K - $1.4K
|
2.51K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$1.2K - $1.4K
|
2.28K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 0.4% |
$1.2K - $1.4K
|
1.48K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-6- 0.12% |
$1.2K - $1.4K
|
5.12K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 4.05% |
$1.2K - $1.4K
|
142
$33.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 3.3% |
$1.2K - $1.4K
|
176
$41.3K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6- 0.2% |
$1.2K - $1.4K
|
3.06K
$719K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.43% |
$1.6K - $1.87K
|
1.85K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-8- 0.49% |
$1.6K - $1.87K
|
1.63K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-9- 0.68% |
$1.8K - $2.1K
|
1.31K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.8K - $2.1K
|
3.58K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-9- 0.34% |
$1.8K - $2.1K
|
2.67K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.8K - $2.1K
|
5.11K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-9- 0.84% |
$1.8K - $2.1K
|
1.07K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 9.9% |
$2.01K - $2.34K
|
91
$21.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-11- 0.46% |
$2.21K - $2.57K
|
2.39K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11- 0.77% |
$2.21K - $2.57K
|
1.43K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 3.01% |
$2.21K - $2.57K
|
354
$83.1K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.35% |
$2.21K - $2.57K
|
3.14K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.29% |
$2.21K - $2.57K
|
3.78K
$888K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-12- 0.19% |
$2.41K - $2.81K
|
6.47K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-13- 0.19% |
$2.61K - $3.04K
|
6.85K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-13- 1.04% |
$2.61K - $3.04K
|
1.24K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-13- 1.21% |
$2.61K - $3.04K
|
1.06K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-13- 0.21% |
$2.61K - $3.04K
|
6.29K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-15- 0.36% |
$3.01K - $3.51K
|
4.2K
$986K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-15- 0.46% |
$3.01K - $3.51K
|
3.28K
$769K
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15- 0.02% |
$3.01K - $3.51K
|
85.5K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-15- 0.87% |
$3.01K - $3.51K
|
1.7K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 2.98% |
$3.01K - $3.51K
|
488
$115K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-16- 0.23% |
$3.21K - $3.74K
|
6.84K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-17- 0.32% |
$3.41K - $3.97K
|
5.36K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-17- 1.06% |
$3.41K - $3.97K
|
1.59K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 1.38% |
$3.41K - $3.97K
|
1.21K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.2% |
$3.61K - $4.21K
|
544
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18- 0.44% |
$3.61K - $4.21K
|
4.07K
$956K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20- 0.68% |
$4.01K - $4.68K
|
2.93K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.23% |
$4.01K - $4.68K
|
8.79K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 1.15% |
$4.01K - $4.68K
|
1.71K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.14% |
$4.01K - $4.68K
|
13.8K
$3.25M
|