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 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
175+ 0.89% |
$35.1K - $40.9K
|
19.8K
$4.65M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
171+ 2.55% |
$34.3K - $40K
|
6.86K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
171+ 2.88% |
$34.3K - $40K
|
6.12K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 1.79% |
$34.1K - $39.7K
|
9.68K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
165+ 8.42% |
$33.1K - $38.6K
|
2.13K
$499K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
165+ 12.91% |
$33.1K - $38.6K
|
1.44K
$339K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
162New |
$32.5K - $37.9K
|
162
$38K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
159+ 1.54% |
$31.9K - $37.2K
|
10.5K
$2.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
150+ 1.68% |
$30.1K - $35.1K
|
9.1K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
149+ 1.23% |
$29.9K - $34.8K
|
12.3K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
145+ 0.68% |
$29.1K - $33.9K
|
21.4K
$5.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
145+ 4.7% |
$29.1K - $33.9K
|
3.23K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
143+ 0.52% |
$28.7K - $33.4K
|
27.8K
$6.54M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
143+ 8.64% |
$28.7K - $33.4K
|
1.8K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
137+ 0.43% |
$27.5K - $32K
|
31.8K
$7.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
136+ 0.2% |
$27.3K - $31.8K
|
67.1K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
136+ 2.07% |
$27.3K - $31.8K
|
6.71K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
132+ 1.49% |
$26.5K - $30.9K
|
9K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
131+ 0.4% |
$26.3K - $30.6K
|
33.1K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 7.78% |
$25.5K - $29.7K
|
1.76K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
126+ 3.36% |
$25.3K - $29.5K
|
3.88K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
126+ 116.67% |
$25.3K - $29.5K
|
234
$54.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
125New |
$25.1K - $29.2K
|
125
$29.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 2.0% |
$24.3K - $28.3K
|
6.18K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
121+ 1.12% |
$24.3K - $28.3K
|
10.9K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
120+ 10.22% |
$24.1K - $28.1K
|
1.29K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.38% |
$24.1K - $28.1K
|
31.4K
$7.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118+ 2.59% |
$23.7K - $27.6K
|
4.67K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
118+ 4.27% |
$23.7K - $27.6K
|
2.88K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
118+ 43.7% |
$23.7K - $27.6K
|
388
$91.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
117+ 0.26% |
$23.5K - $27.4K
|
44.8K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
116+ 11.08% |
$23.3K - $27.1K
|
1.16K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.04% |
$22.9K - $26.7K
|
5.7K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
114+ 4.48% |
$22.9K - $26.7K
|
2.66K
$624K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
113+ 5.12% |
$22.7K - $26.4K
|
2.32K
$545K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
112+ 10.97% |
$22.5K - $26.2K
|
1.13K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
108+ 4.62% |
$21.7K - $25.2K
|
2.45K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
104+ 3.01% |
$20.9K - $24.3K
|
3.56K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103+ 1.09% |
$20.7K - $24.1K
|
9.54K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
102+ 3.38% |
$20.5K - $23.8K
|
3.12K
$733K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
102+ 6.16% |
$20.5K - $23.8K
|
1.76K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
102+ 5.32% |
$20.5K - $23.8K
|
2.02K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101+ 9.43% |
$20.3K - $23.6K
|
1.17K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.59% |
$20.1K - $23.4K
|
1.89K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$20.1K - $23.4K
|
100
$23.5K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$20.1K - $23.4K
|
100
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 5.15% |
$20.1K - $23.4K
|
2.04K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
99+ 68.28% |
$19.9K - $23.1K
|
244
$57.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
98+ 3.62% |
$19.7K - $22.9K
|
2.81K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
98+ 4.59% |
$19.7K - $22.9K
|
2.23K
$524K
|