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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
500New |
$101K - $114K
|
500
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
499+ 5.66% |
$101K - $114K
|
9.32K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
482+ 5.99% |
$97.3K - $110K
|
8.52K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
481+ 0.08% |
$97.1K - $110K
|
583K
$137M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
480New |
$96.9K - $110K
|
480
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
477+ 3.97% |
$96.3K - $109K
|
12.5K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
475+ 7.85% |
$95.9K - $109K
|
6.53K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
472+ 0.58% |
$95.2K - $108K
|
82.4K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
471+ 0.75% |
$95K - $108K
|
63K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
469+ 0.55% |
$94.6K - $107K
|
86K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
465+ 16.55% |
$93.8K - $106K
|
3.28K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
461+ 16.84% |
$93K - $105K
|
3.2K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
454+ 0.94% |
$91.6K - $104K
|
48.9K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
446+ 32.87% |
$90K - $102K
|
1.8K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
444+ 26.91% |
$89.6K - $101K
|
2.09K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
443+ 98.66% |
$89.4K - $101K
|
892
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
441+ 8.57% |
$89K - $101K
|
5.59K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
441+ 8.09% |
$89K - $101K
|
5.89K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
438+ 3.31% |
$88.4K - $100K
|
13.7K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
432+ 1.3% |
$87.2K - $98.7K
|
33.7K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 19.37% |
$86.8K - $98.2K
|
2.65K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
417+ 1.96% |
$84.1K - $95.3K
|
21.7K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
415+ 10.41% |
$83.7K - $94.8K
|
4.4K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
414+ 25.49% |
$83.5K - $94.6K
|
2.04K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
413+ 0.87% |
$83.3K - $94.4K
|
48.1K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 2.11% |
$83.1K - $94.1K
|
20K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
408+ 5.81% |
$82.3K - $93.2K
|
7.43K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
405+ 4.34% |
$81.7K - $92.5K
|
9.73K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
403+ 31.73% |
$81.3K - $92.1K
|
1.67K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
402+ 0.66% |
$81.1K - $91.8K
|
61.5K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400+ 22.01% |
$80.7K - $91.4K
|
2.22K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
400+ 11.75% |
$80.7K - $91.4K
|
3.8K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
399+ 1.47% |
$80.5K - $91.2K
|
27.6K
$6.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
395+ 6.39% |
$79.7K - $90.2K
|
6.58K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
389+ 32.66% |
$78.5K - $88.9K
|
1.58K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
381+ 0.15% |
$76.9K - $87K
|
250K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
381New |
$76.9K - $87K
|
381
$89.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
379+ 7.29% |
$76.5K - $86.6K
|
5.58K
$1.31M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
377+ 3.63% |
$76.1K - $86.1K
|
10.7K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
376+ 2685.71% |
$75.9K - $85.9K
|
390
$91.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
375+ 1.91% |
$75.7K - $85.7K
|
20K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 11.2% |
$74.9K - $84.8K
|
3.68K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
369+ 10.75% |
$74.5K - $84.3K
|
3.8K
$893K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
367+ 11.36% |
$74.1K - $83.8K
|
3.6K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
363New |
$73.2K - $82.9K
|
363
$85.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
362+ 3.22% |
$73K - $82.7K
|
11.6K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
362+ 15.75% |
$73K - $82.7K
|
2.66K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
361+ 5.9% |
$72.8K - $82.5K
|
6.48K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 22.81% |
$72.6K - $82.2K
|
1.94K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
357+ 3.1% |
$72K - $81.6K
|
11.9K
$2.79M
|