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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-149- 1.76% |
$29.9K - $34.8K
|
8.32K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-150- 13.98% |
$30.1K - $35.1K
|
923
$217K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-150- 10.17% |
$30.1K - $35.1K
|
1.33K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-152- 8.86% |
$30.5K - $35.5K
|
1.56K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-155- 1.31% |
$31.1K - $36.2K
|
11.7K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-155- 4.12% |
$31.1K - $36.2K
|
3.61K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-155- 0.64% |
$31.1K - $36.2K
|
24K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-156- 19.12% |
$31.3K - $36.5K
|
660
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-157- 67.09% |
$31.5K - $36.7K
|
77
$18.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-162- 8.04% |
$32.5K - $37.9K
|
1.85K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-162- 14.21% |
$32.5K - $37.9K
|
978
$230K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-162- 5.2% |
$32.5K - $37.9K
|
2.96K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-166- 0.38% |
$33.3K - $38.8K
|
43.6K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-169- 4.64% |
$33.9K - $39.5K
|
3.48K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-171- 2.61% |
$34.3K - $40K
|
6.38K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-173- 0.89% |
$34.7K - $40.4K
|
19.4K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-173- 0.88% |
$34.7K - $40.4K
|
19.4K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-179- 6.87% |
$35.9K - $41.8K
|
2.43K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-183- 1.94% |
$36.7K - $42.8K
|
9.23K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-187- 1.78% |
$37.5K - $43.7K
|
10.3K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-187- 7.08% |
$37.5K - $43.7K
|
2.45K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-188- 3.91% |
$37.7K - $44K
|
4.62K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-190- 1.33% |
$38.1K - $44.4K
|
14.1K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-192- 71.64% |
$38.5K - $44.9K
|
76
$17.8K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-194- 9.44% |
$38.9K - $45.4K
|
1.86K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-196- 8.89% |
$39.3K - $45.8K
|
2.01K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-198- 61.88% |
$39.7K - $46.3K
|
122
$28.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-198- 11.24% |
$39.7K - $46.3K
|
1.56K
$367K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-199- 14.61% |
$39.9K - $46.5K
|
1.16K
$273K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 4.76% |
$40.1K - $46.8K
|
4K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 6.49% |
$40.1K - $46.8K
|
2.88K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-201- 5.36% |
$40.3K - $47K
|
3.55K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-202- 0.83% |
$40.5K - $47.2K
|
24.2K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-209- 3.51% |
$41.9K - $48.9K
|
5.74K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-210- 9.99% |
$42.1K - $49.1K
|
1.89K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-213- 1.12% |
$42.7K - $49.8K
|
18.9K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-214- 0.79% |
$42.9K - $50K
|
26.8K
$6.3M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-218- 46.68% |
$43.7K - $51K
|
249
$58.5K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-219- 1.86% |
$43.9K - $51.2K
|
11.6K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-220- 3.38% |
$44.1K - $51.4K
|
6.29K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 26.96% |
$44.1K - $51.4K
|
596
$140K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-222- 0.25% |
$44.5K - $51.9K
|
89.2K
$20.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-224- 1.98% |
$44.9K - $52.4K
|
11.1K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-224- 2.91% |
$44.9K - $52.4K
|
7.47K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-225- 1.49% |
$45.1K - $52.6K
|
14.9K
$3.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-225- 8.91% |
$45.1K - $52.6K
|
2.3K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-226- 19.01% |
$45.3K - $52.8K
|
963
$226K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-228- 9.63% |
$45.7K - $53.3K
|
2.14K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-230- 1.02% |
$46.1K - $53.8K
|
22.3K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-233- 8.42% |
$46.7K - $54.5K
|
2.54K
$595K
|