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 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-235- 6.6% |
$47.1K - $54.9K
|
3.32K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 14.06% |
$48.1K - $56.1K
|
1.47K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-246- 11.07% |
$49.3K - $57.5K
|
1.98K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-247- 1.74% |
$49.5K - $57.7K
|
13.9K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-253- 29.98% |
$50.7K - $59.1K
|
591
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-255- 12.11% |
$51.1K - $59.6K
|
1.85K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-260- 0.75% |
$52.1K - $60.8K
|
34.2K
$8.03M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-265- 5.18% |
$53.1K - $62K
|
4.85K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-265- 3.28% |
$53.1K - $62K
|
7.8K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-265- 1.63% |
$53.1K - $62K
|
16K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-277- 11.42% |
$55.5K - $64.8K
|
2.15K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-288- 18.5% |
$57.8K - $67.3K
|
1.27K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-300- 6.62% |
$60.2K - $70.1K
|
4.23K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 1.51% |
$60.2K - $70.1K
|
19.6K
$4.6M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.73% |
$60.2K - $70.1K
|
17.1K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-300- 37.5% |
$60.2K - $70.1K
|
500
$117K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-300- 0.55% |
$60.2K - $70.1K
|
54.6K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-302- 24.63% |
$60.6K - $70.6K
|
924
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-303- 17.77% |
$60.8K - $70.8K
|
1.4K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-303- 7.91% |
$60.8K - $70.8K
|
3.53K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-304- 8.45% |
$61K - $71.1K
|
3.29K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-306- 14.47% |
$61.4K - $71.5K
|
1.81K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-311- 2.07% |
$62.4K - $72.7K
|
14.7K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-327- 0.22% |
$65.6K - $76.4K
|
148K
$34.8M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-329- 7.92% |
$66K - $76.9K
|
3.82K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-332- 2.18% |
$66.6K - $77.6K
|
14.9K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-335- 1.66% |
$67.2K - $78.3K
|
19.9K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-335- 40.12% |
$67.2K - $78.3K
|
500
$117K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-336- 0.7% |
$67.4K - $78.6K
|
47.8K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 0.41% |
$70.2K - $81.8K
|
85.8K
$20.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-352- 23.02% |
$70.6K - $82.3K
|
1.18K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 2.12% |
$71K - $82.8K
|
16.3K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-359- 0.65% |
$72K - $83.9K
|
54.8K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-370- 18.61% |
$74.2K - $86.5K
|
1.62K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-380- 14.74% |
$76.2K - $88.8K
|
2.2K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-383- 0.74% |
$76.8K - $89.5K
|
51K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-396- 1.43% |
$79.4K - $92.6K
|
27.4K
$6.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-399- 6.67% |
$80K - $93.3K
|
5.58K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 11.52% |
$80.2K - $93.5K
|
3.07K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-400- 13.38% |
$80.2K - $93.5K
|
2.59K
$608K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-401- 3.71% |
$80.4K - $93.7K
|
10.4K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-410- 1.49% |
$82.2K - $95.8K
|
27.2K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-419- 1.36% |
$84K - $98K
|
30.4K
$7.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-424- 4.92% |
$85K - $99.1K
|
8.2K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-425- 12.65% |
$85.2K - $99.4K
|
2.94K
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-430- 0.75% |
$86.2K - $101K
|
57.1K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-430- 2.06% |
$86.2K - $101K
|
20.5K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-432- 29.98% |
$86.6K - $101K
|
1.01K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-472- 1.06% |
$94.7K - $110K
|
43.9K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-488- 12.78% |
$97.9K - $114K
|
3.33K
$782K
|