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 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
896New |
$180K - $209K
|
896
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
895New |
$179K - $209K
|
895
$210K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
889New |
$178K - $208K
|
889
$209K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
886New |
$178K - $207K
|
886
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
884New |
$177K - $207K
|
884
$208K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
882New |
$177K - $206K
|
882
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
878New |
$176K - $205K
|
878
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
875+ 10.78% |
$175K - $205K
|
8.99K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
874New |
$175K - $204K
|
874
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
864New |
$173K - $202K
|
864
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
862+ 11.14% |
$173K - $202K
|
8.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
820+ 5.14% |
$164K - $192K
|
16.8K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
818+ 8.64% |
$164K - $191K
|
10.3K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
807+ 8.46% |
$162K - $189K
|
10.3K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
803+ 21.11% |
$161K - $188K
|
4.61K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
800+ 9.08% |
$160K - $187K
|
9.61K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
800+ 0.72% |
$160K - $187K
|
112K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
781+ 50.68% |
$157K - $183K
|
2.32K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
758+ 2.77% |
$152K - $177K
|
28.1K
$6.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
752+ 3.31% |
$151K - $176K
|
23.5K
$5.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
751+ 2.52% |
$151K - $176K
|
30.5K
$7.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
741+ 2.88% |
$149K - $173K
|
26.4K
$6.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
733+ 19.15% |
$147K - $171K
|
4.56K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
725+ 3.56% |
$145K - $169K
|
21.1K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
715+ 6.31% |
$143K - $167K
|
12K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 59.42% |
$140K - $164K
|
1.88K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
700+ 0.39% |
$140K - $164K
|
181K
$42.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
694+ 6.14% |
$139K - $162K
|
12K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
679+ 1.32% |
$136K - $159K
|
52.3K
$12.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
654+ 3.72% |
$131K - $153K
|
18.2K
$4.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
650+ 9.37% |
$130K - $152K
|
7.59K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
644+ 6.32% |
$129K - $151K
|
10.8K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
637+ 0.73% |
$128K - $149K
|
88.5K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
634+ 6.18% |
$127K - $148K
|
10.9K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
632+ 5.08% |
$127K - $148K
|
13.1K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
624+ 11.09% |
$125K - $146K
|
6.25K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
621+ 3.26% |
$125K - $145K
|
19.7K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
620+ 15.87% |
$124K - $145K
|
4.53K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
620+ 1.05% |
$124K - $145K
|
59.9K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
617+ 0.72% |
$124K - $144K
|
85.9K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
610+ 7.34% |
$122K - $143K
|
8.93K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
605+ 6.89% |
$121K - $141K
|
9.39K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
595+ 10.68% |
$119K - $139K
|
6.16K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
588+ 1013.79% |
$118K - $137K
|
646
$152K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
587+ 0.76% |
$118K - $137K
|
77.6K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
580+ 8.51% |
$116K - $136K
|
7.4K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
556+ 54.89% |
$112K - $130K
|
1.57K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
555+ 4.68% |
$111K - $130K
|
12.4K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
550+ 2.21% |
$110K - $129K
|
25.4K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
528+ 4.12% |
$106K - $123K
|
13.4K
$3.14M
|