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
|
Marietta Wealth Management, LLC
|
BUY
|
- |
356+ 1.11% |
$71.8K - $81.3K
|
32.5K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
355+ 6.32% |
$71.6K - $81.1K
|
5.97K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
353+ 5.25% |
$71.2K - $80.6K
|
7.08K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 36.84% |
$70.6K - $80K
|
1.3K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
348+ 1.89% |
$70.2K - $79.5K
|
18.8K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
348New |
$70.2K - $79.5K
|
348
$81.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
347+ 15.36% |
$70K - $79.3K
|
2.61K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
340+ 3.95% |
$68.6K - $77.7K
|
8.95K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
339+ 6.52% |
$68.4K - $77.4K
|
5.54K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
339+ 1.25% |
$68.4K - $77.4K
|
27.5K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
338+ 2.37% |
$68.2K - $77.2K
|
14.6K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
332+ 7.87% |
$67K - $75.8K
|
4.55K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
327+ 2.62% |
$66K - $74.7K
|
12.8K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
326+ 2.84% |
$65.8K - $74.5K
|
11.8K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
320+ 11.55% |
$64.6K - $73.1K
|
3.09K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
316+ 2.14% |
$63.8K - $72.2K
|
15.1K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
312+ 0.53% |
$63K - $71.3K
|
59.7K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
312+ 286.24% |
$63K - $71.3K
|
421
$98.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
308+ 18.47% |
$62.2K - $70.4K
|
1.98K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
302+ 1.16% |
$60.9K - $69K
|
26.3K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
302+ 11.26% |
$60.9K - $69K
|
2.98K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
301+ 0.94% |
$60.7K - $68.8K
|
32.2K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
300+ 18.42% |
$60.5K - $68.5K
|
1.93K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 43.67% |
$60.5K - $68.5K
|
987
$232K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
300+ 5.85% |
$60.5K - $68.5K
|
5.43K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
298+ 14.62% |
$60.1K - $68.1K
|
2.34K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
297+ 9.82% |
$59.9K - $67.9K
|
3.32K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
297+ 0.22% |
$59.9K - $67.9K
|
135K
$31.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
297+ 3.14% |
$59.9K - $67.9K
|
9.75K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
295+ 3.38% |
$59.5K - $67.4K
|
9.02K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
294+ 1.01% |
$59.3K - $67.2K
|
29.4K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
290+ 2071.43% |
$58.5K - $66.3K
|
304
$71.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
289+ 9.34% |
$58.3K - $66K
|
3.38K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
285+ 0.87% |
$57.5K - $65.1K
|
33K
$7.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
278+ 1.77% |
$56.1K - $63.5K
|
16K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
277+ 2.29% |
$55.9K - $63.3K
|
12.4K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
276+ 3.43% |
$55.7K - $63.1K
|
8.33K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
270New |
$54.5K - $61.7K
|
270
$63.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
265+ 1.33% |
$53.5K - $60.5K
|
20.2K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
262+ 25.41% |
$52.9K - $59.9K
|
1.29K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
256+ 10.39% |
$51.7K - $58.5K
|
2.72K
$639K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
254+ 58.39% |
$51.3K - $58K
|
689
$162K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
250+ 7.43% |
$50.4K - $57.1K
|
3.61K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
248New |
$50K - $56.7K
|
248
$58.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
245+ 3.25% |
$49.4K - $56K
|
7.77K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
245+ 2.35% |
$49.4K - $56K
|
10.7K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
244+ 8.99% |
$49.2K - $55.7K
|
2.96K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
239+ 4.94% |
$48.2K - $54.6K
|
5.08K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
237+ 3.21% |
$47.8K - $54.1K
|
7.62K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
236+ 10.36% |
$47.6K - $53.9K
|
2.51K
$590K
|