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 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
514+ 7.2% |
$103K - $120K
|
7.66K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
511+ 7.42% |
$102K - $119K
|
7.4K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
503+ 10.19% |
$101K - $118K
|
5.44K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500+ 37.91% |
$100K - $117K
|
1.82K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
497+ 8.33% |
$99.7K - $116K
|
6.47K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
495+ 3.41% |
$99.3K - $116K
|
15K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
493+ 3.59% |
$98.9K - $115K
|
14.2K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
491+ 24.08% |
$98.5K - $115K
|
2.53K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
488+ 8.81% |
$97.9K - $114K
|
6.03K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
484+ 28.83% |
$97.1K - $113K
|
2.16K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
478+ 8.92% |
$95.9K - $112K
|
5.84K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
473+ 5.45% |
$94.9K - $111K
|
9.15K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
470+ 3.06% |
$94.3K - $110K
|
15.8K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
467+ 108.6% |
$93.7K - $109K
|
897
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
465+ 15.41% |
$93.3K - $109K
|
3.48K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
437+ 37.19% |
$87.6K - $102K
|
1.61K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430+ 3.25% |
$86.2K - $101K
|
13.7K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
430+ 2.12% |
$86.2K - $101K
|
20.7K
$4.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
427+ 13.79% |
$85.6K - $99.8K
|
3.52K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
420+ 69.08% |
$84.2K - $98.2K
|
1.03K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
414+ 30.83% |
$83K - $96.8K
|
1.76K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
412+ 6.55% |
$82.6K - $96.3K
|
6.7K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
408New |
$81.8K - $95.4K
|
408
$95.8K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 10.73% |
$81.6K - $95.1K
|
4.2K
$986K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
405+ 1.24% |
$81.2K - $94.7K
|
33.1K
$7.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
404+ 2.53% |
$81K - $94.4K
|
16.4K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
390+ 1.98% |
$78.2K - $91.2K
|
20.1K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
389+ 11.85% |
$78K - $90.9K
|
3.67K
$862K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
387+ 3.28% |
$77.6K - $90.5K
|
12.2K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
386+ 3.7% |
$77.4K - $90.2K
|
10.8K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
386+ 1.17% |
$77.4K - $90.2K
|
33.3K
$7.83M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
379+ 0.63% |
$76K - $88.6K
|
60.3K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
378+ 3.26% |
$75.8K - $88.4K
|
12K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
357+ 5.04% |
$71.6K - $83.5K
|
7.44K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
356+ 3.32% |
$71.4K - $83.2K
|
11.1K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
348New |
$69.8K - $81.4K
|
348
$81.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
347+ 5.91% |
$69.6K - $81.1K
|
6.22K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
347+ 1.46% |
$69.6K - $81.1K
|
24K
$5.64M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
346+ 4.06% |
$69.4K - $80.9K
|
8.87K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
345+ 7.83% |
$69.2K - $80.7K
|
4.75K
$1.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
342+ 4.38% |
$68.6K - $80K
|
8.15K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
341New |
$68.4K - $79.7K
|
341
$80.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
339+ 3.98% |
$68K - $79.3K
|
8.85K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
337+ 20.97% |
$67.6K - $78.8K
|
1.94K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
336+ 12.23% |
$67.4K - $78.6K
|
3.08K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
335+ 5.13% |
$67.2K - $78.3K
|
6.86K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
330+ 0.24% |
$66.2K - $77.1K
|
135K
$31.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
328+ 9.85% |
$65.8K - $76.7K
|
3.66K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
325+ 10.53% |
$65.2K - $76K
|
3.41K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
313+ 5.6% |
$62.8K - $73.2K
|
5.9K
$1.39M
|