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
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.52K+ 49.03% |
$305K - $356K
|
4.63K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 17.31% |
$305K - $355K
|
10.3K
$2.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.51K+ 14.86% |
$303K - $353K
|
11.7K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.49KNew |
$299K - $348K
|
1.49K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 1.35% |
$297K - $347K
|
111K
$26.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.46K+ 1.77% |
$294K - $342K
|
84.1K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.46K+ 6.31% |
$292K - $340K
|
24.5K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.46KNew |
$292K - $340K
|
1.46K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$281K - $328K
|
1.4K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.37KNew |
$274K - $319K
|
1.37K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.36K+ 38.93% |
$274K - $319K
|
4.87K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.35K+ 11.31% |
$271K - $316K
|
13.3K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.33K+ 67.82% |
$266K - $310K
|
3.29K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.32KNew |
$265K - $309K
|
1.32K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.32K+ 10.1% |
$265K - $308K
|
14.4K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.3KNew |
$261K - $304K
|
1.3K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.29KNew |
$259K - $302K
|
1.29K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 1.58% |
$258K - $301K
|
83K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.29K+ 0.69% |
$258K - $301K
|
189K
$44.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 4.18% |
$256K - $299K
|
31.9K
$7.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
1.27K+ 6.04% |
$254K - $296K
|
22.2K
$5.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.26KNew |
$252K - $294K
|
1.26K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.26KNew |
$252K - $294K
|
1.26K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.24KNew |
$248K - $289K
|
1.24K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.23K+ 16.5% |
$247K - $288K
|
8.69K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.22K+ 0.13% |
$245K - $286K
|
954K
$224M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.22K+ 1.78% |
$245K - $285K
|
70K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 12.99% |
$243K - $283K
|
10.5K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.2K+ 12.79% |
$241K - $281K
|
10.6K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$241K - $281K
|
1.2K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.19KNew |
$238K - $278K
|
1.19K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.19K+ 4.39% |
$238K - $277K
|
28.2K
$6.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.18KNew |
$237K - $277K
|
1.18K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.16K+ 29.78% |
$232K - $271K
|
5.05K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.16K+ 2.77% |
$232K - $270K
|
42.8K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.14K+ 4.3% |
$229K - $267K
|
27.7K
$6.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 50.33% |
$228K - $266K
|
3.4K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 1.13% |
$228K - $266K
|
102K
$23.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.12KNew |
$225K - $262K
|
1.12K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.12K+ 80.75% |
$225K - $262K
|
2.51K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.11K+ 5.82% |
$223K - $260K
|
20.2K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.1K+ 19.64% |
$220K - $257K
|
6.7K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.09K+ 102.73% |
$219K - $255K
|
2.15K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.09K+ 2.44% |
$218K - $255K
|
45.8K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 3.26% |
$218K - $254K
|
34.4K
$8.09M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.07K+ 7.14% |
$215K - $250K
|
16.1K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.34% |
$214K - $250K
|
46.7K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.03KNew |
$207K - $241K
|
1.03K
$243K
|