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 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.78% |
$4.21K - $4.91K
|
1.16K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-21- 0.85% |
$4.21K - $4.91K
|
2.46K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-21- 10.66% |
$4.21K - $4.91K
|
176
$41.3K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-22- 3.47% |
$4.41K - $5.14K
|
612
$144K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-22- 1.44% |
$4.41K - $5.14K
|
1.5K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-23- 0.56% |
$4.61K - $5.38K
|
4.09K
$961K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 8.42% |
$4.61K - $5.38K
|
250
$58.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-24- 7.0% |
$4.81K - $5.61K
|
319
$74.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-24- 1.4% |
$4.81K - $5.61K
|
1.69K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-25- 3.68% |
$5.01K - $5.84K
|
655
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-25- 10.87% |
$5.01K - $5.84K
|
205
$48.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 1.78% |
$5.01K - $5.84K
|
1.38K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-25- 0.17% |
$5.01K - $5.84K
|
15K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 1.2% |
$5.62K - $6.55K
|
2.31K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-30- 2.6% |
$6.02K - $7.01K
|
1.12K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-30- 1.05% |
$6.02K - $7.01K
|
2.82K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31- 1.04% |
$6.22K - $7.25K
|
2.96K
$695K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32- 2.35% |
$6.42K - $7.48K
|
1.33K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-32- 0.35% |
$6.42K - $7.48K
|
9.19K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-32- 2.56% |
$6.42K - $7.48K
|
1.22K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-34- 2.62% |
$6.82K - $7.95K
|
1.26K
$296K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.27% |
$6.82K - $7.95K
|
2.64K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34- 0.57% |
$6.82K - $7.95K
|
5.91K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-34- 0.09% |
$6.82K - $7.95K
|
38.3K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$29.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-35- 0.34% |
$7.02K - $8.18K
|
10.4K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-36- 1.39% |
$7.22K - $8.42K
|
2.55K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.24% |
$7.22K - $8.42K
|
14.9K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.16% |
$7.22K - $8.42K
|
22.4K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-36- 0.26% |
$7.22K - $8.42K
|
13.9K
$3.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-38- 0.02% |
$7.62K - $8.88K
|
230K
$54.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-38- 0.82% |
$7.62K - $8.88K
|
4.6K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 1.59% |
$7.82K - $9.12K
|
2.41K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-40- 1.61% |
$8.02K - $9.35K
|
2.45K
$575K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-40- 0.67% |
$8.02K - $9.35K
|
5.97K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 1.59% |
$8.02K - $9.35K
|
2.48K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 0.65% |
$8.02K - $9.35K
|
6.08K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-40- 0.31% |
$8.02K - $9.35K
|
12.9K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-40- 1.81% |
$8.02K - $9.35K
|
2.18K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-40- 3.92% |
$8.02K - $9.35K
|
981
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-41- 1.82% |
$8.22K - $9.58K
|
2.21K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 4.52% |
$8.22K - $9.58K
|
866
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.97% |
$8.62K - $10.1K
|
4.41K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-43- 2.38% |
$8.62K - $10.1K
|
1.76K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-43- 0.63% |
$8.62K - $10.1K
|
6.74K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-43- 2.17% |
$8.62K - $10.1K
|
1.94K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-43- 3.12% |
$8.62K - $10.1K
|
1.34K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-43- 1.42% |
$8.62K - $10.1K
|
2.98K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-44- 0.75% |
$8.82K - $10.3K
|
5.8K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-45- 0.26% |
$9.02K - $10.5K
|
17.1K
$4.01M
|