Purchases and Sales Made in Q4 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
689+ 6.37% |
$139K - $157K
|
11.5K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
687+ 11.01% |
$139K - $157K
|
6.93K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
681+ 12.8% |
$137K - $156K
|
6K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
680+ 58.42% |
$137K - $155K
|
1.84K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
672+ 2.02% |
$136K - $154K
|
34K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
668+ 9.45% |
$135K - $153K
|
7.74K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
664+ 21.23% |
$134K - $152K
|
3.79K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
650+ 1.72% |
$131K - $148K
|
38.5K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
650+ 3.04% |
$131K - $148K
|
22.1K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
649+ 3.19% |
$131K - $148K
|
21K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
646+ 46.34% |
$130K - $148K
|
2.04K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
645+ 1.99% |
$130K - $147K
|
33K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
640+ 3.27% |
$129K - $146K
|
20.2K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
638New |
$129K - $146K
|
638
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
631+ 0.62% |
$127K - $144K
|
103K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
630+ 13.77% |
$127K - $144K
|
5.21K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625+ 10.41% |
$126K - $143K
|
6.63K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
621+ 46.45% |
$125K - $142K
|
1.96K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
619+ 24.11% |
$125K - $141K
|
3.19K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
618+ 4.5% |
$125K - $141K
|
14.3K
$3.37M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
618+ 51.59% |
$125K - $141K
|
1.82K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
615+ 1.63% |
$124K - $141K
|
38.4K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
608New |
$123K - $139K
|
608
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
607+ 4.72% |
$122K - $139K
|
13.5K
$3.16M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
603+ 9.02% |
$122K - $138K
|
7.29K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
597+ 0.97% |
$120K - $136K
|
62K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
585+ 19.94% |
$118K - $134K
|
3.52K
$826K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
580+ 49.15% |
$117K - $133K
|
1.76K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
579+ 5.34% |
$117K - $132K
|
11.4K
$2.68M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
570New |
$115K - $130K
|
570
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
563+ 1.05% |
$114K - $129K
|
54.3K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
559New |
$113K - $128K
|
559
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
559+ 21.09% |
$113K - $128K
|
3.21K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
555+ 36.44% |
$112K - $127K
|
2.08K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
549+ 21.11% |
$111K - $125K
|
3.15K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
538+ 2.67% |
$109K - $123K
|
20.7K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
538New |
$109K - $123K
|
538
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
530+ 2.39% |
$107K - $121K
|
22.7K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
527+ 12.91% |
$106K - $120K
|
4.61K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
526+ 8.07% |
$106K - $120K
|
7.04K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
526+ 0.96% |
$106K - $120K
|
55.2K
$13M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
523+ 19.6% |
$106K - $119K
|
3.19K
$749K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
516New |
$104K - $118K
|
516
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
514+ 1.52% |
$104K - $117K
|
34.4K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
511+ 2.34% |
$103K - $117K
|
22.4K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
506+ 29.75% |
$102K - $116K
|
2.21K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
505+ 3.6% |
$102K - $115K
|
14.5K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$101K - $114K
|
500
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
500+ 0.67% |
$101K - $114K
|
75.3K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
500+ 1.52% |
$101K - $114K
|
33.4K
$7.84M
|