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
|
Norden Group LLC
Provo, UT |
BUY
|
- |
313+ 3.75% |
$62.8K - $73.2K
|
8.67K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309New |
$62K - $72.2K
|
309
$72.6K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
307+ 26.65% |
$61.6K - $71.8K
|
1.46K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
306+ 0.25% |
$61.4K - $71.5K
|
123K
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
305+ 0.22% |
$61.2K - $71.3K
|
140K
$32.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
304+ 6.55% |
$61K - $71.1K
|
4.94K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
302+ 11.1% |
$60.6K - $70.6K
|
3.02K
$710K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
302+ 0.41% |
$60.6K - $70.6K
|
73.2K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
298+ 4.19% |
$59.8K - $69.7K
|
7.42K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
293+ 6.43% |
$58.8K - $68.5K
|
4.85K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
285+ 6.45% |
$57.2K - $66.6K
|
4.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
282+ 7.04% |
$56.6K - $65.9K
|
4.29K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
277+ 21.86% |
$55.5K - $64.8K
|
1.54K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
275+ 2.32% |
$55.1K - $64.3K
|
12.2K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
269+ 23.76% |
$53.9K - $62.9K
|
1.4K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
265+ 1.21% |
$53.1K - $62K
|
22.1K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
264+ 4.94% |
$52.9K - $61.7K
|
5.61K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
249+ 23.8% |
$49.9K - $58.2K
|
1.3K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
247+ 1.95% |
$49.5K - $57.7K
|
12.9K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
243+ 1.16% |
$48.7K - $56.8K
|
21.2K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240+ 7.35% |
$48.1K - $56.1K
|
3.5K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
237+ 18.62% |
$47.5K - $55.4K
|
1.51K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
236New |
$47.3K - $55.2K
|
236
$55.4K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
232+ 1.21% |
$46.5K - $54.2K
|
19.4K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
231+ 1.54% |
$46.3K - $54K
|
15.2K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
231+ 13.26% |
$46.3K - $54K
|
1.97K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
225+ 11.39% |
$45.1K - $52.6K
|
2.2K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
224+ 1.79% |
$44.9K - $52.4K
|
12.7K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
222+ 10.59% |
$44.5K - $51.9K
|
2.32K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 3.36% |
$44.5K - $51.9K
|
6.84K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
214+ 58.63% |
$42.9K - $50K
|
579
$136K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
213+ 15.51% |
$42.7K - $49.8K
|
1.59K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
212+ 1.67% |
$42.5K - $49.6K
|
12.9K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
207+ 42.16% |
$41.5K - $48.4K
|
698
$164K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
206+ 1.2% |
$41.3K - $48.2K
|
17.4K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206New |
$41.3K - $48.2K
|
206
$48.4K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
204+ 4.33% |
$40.9K - $47.7K
|
4.92K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 15.38% |
$40.1K - $46.8K
|
1.5K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
200+ 1.17% |
$40.1K - $46.8K
|
17.3K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
199+ 82.57% |
$39.9K - $46.5K
|
440
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
197+ 3.02% |
$39.5K - $46.1K
|
6.73K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
196+ 2.51% |
$39.3K - $45.8K
|
8.01K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
194New |
$38.9K - $45.4K
|
194
$45.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
190+ 1.33% |
$38.1K - $44.4K
|
14.5K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
183+ 1.1% |
$36.7K - $42.8K
|
16.8K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
177+ 5.85% |
$35.5K - $41.4K
|
3.21K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
177+ 12.89% |
$35.5K - $41.4K
|
1.55K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
176+ 11.11% |
$35.3K - $41.1K
|
1.76K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
176+ 2.03% |
$35.3K - $41.1K
|
8.86K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
175+ 14.16% |
$35.1K - $40.9K
|
1.41K
$331K
|