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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.78K+ 10.14% |
$558K - $651K
|
30.2K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 7.72% |
$520K - $607K
|
36.2K
$8.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 15.57% |
$518K - $604K
|
19.2K
$4.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.55K+ 4.49% |
$512K - $597K
|
59.5K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.54K+ 219.62% |
$510K - $594K
|
3.7K
$868K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.5KNew |
$502K - $585K
|
2.5K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.49K+ 259.54% |
$499K - $582K
|
3.45K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.48K+ 23.7% |
$496K - $579K
|
12.9K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.43K+ 3.68% |
$487K - $568K
|
68.3K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 2.87% |
$474K - $552K
|
84.8K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.36K+ 4.78% |
$473K - $552K
|
51.7K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.29K+ 9.12% |
$459K - $535K
|
27.4K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.28K+ 1.69% |
$458K - $534K
|
138K
$32.3M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2.28KNew |
$456K - $532K
|
2.28K
$534K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.19K+ 87.75% |
$438K - $511K
|
4.68K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.18K+ 15.55% |
$437K - $510K
|
16.2K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.15K+ 100.65% |
$432K - $504K
|
4.29K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 1.23% |
$431K - $502K
|
177K
$41.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.07K+ 372.17% |
$416K - $485K
|
2.63K
$617K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.06K+ 101.03% |
$413K - $482K
|
4.1K
$963K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.03KNew |
$408K - $475K
|
2.03K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 87.8% |
$407K - $474K
|
4.34K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 5.88% |
$401K - $468K
|
36K
$8.45M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.96K+ 50.99% |
$393K - $458K
|
5.81K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.96K+ 11.38% |
$392K - $457K
|
19.1K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 166.98% |
$391K - $456K
|
3.12K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.94KNew |
$388K - $452K
|
1.94K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.93K+ 43.43% |
$387K - $452K
|
6.38K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.93KNew |
$387K - $451K
|
1.93K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.9K+ 1.0% |
$381K - $444K
|
192K
$45.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
1.88K+ 8.61% |
$377K - $440K
|
23.7K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.88K+ 2.04% |
$376K - $438K
|
93.9K
$22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.87K+ 12.92% |
$375K - $437K
|
16.3K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.84K+ 5.64% |
$368K - $429K
|
34.4K
$8.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.8K+ 12.58% |
$362K - $422K
|
16.1K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.75K+ 3.26% |
$351K - $409K
|
55.4K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.74KNew |
$348K - $406K
|
1.74K
$407K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 4.52% |
$348K - $405K
|
40.1K
$9.41M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.72K+ 11.97% |
$345K - $403K
|
16.1K
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.7K+ 9.07% |
$341K - $398K
|
20.5K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.69K+ 62.02% |
$339K - $395K
|
4.42K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1.69K+ 24.86% |
$338K - $394K
|
8.47K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.66KNew |
$332K - $387K
|
1.66K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.65K+ 84.04% |
$332K - $387K
|
3.62K
$850K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.64K+ 20.77% |
$328K - $383K
|
9.52K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$327K - $381K
|
1.63K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.58K+ 7.5% |
$316K - $368K
|
22.6K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.57KNew |
$314K - $367K
|
1.57K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 16.77% |
$313K - $365K
|
10.9K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.55K+ 11.77% |
$310K - $361K
|
14.7K
$3.45M
|