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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
166New |
$33.5K - $37.9K
|
166
$39K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
165+ 0.41% |
$33.3K - $37.7K
|
40K
$9.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
164+ 3.0% |
$33.1K - $37.5K
|
5.63K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
164+ 1.15% |
$33.1K - $37.5K
|
14.4K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
163+ 81.5% |
$32.9K - $37.2K
|
363
$85.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
161+ 4.8% |
$32.5K - $36.8K
|
3.52K
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
158+ 0.52% |
$31.9K - $36.1K
|
30.8K
$7.23M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
158+ 8.63% |
$31.9K - $36.1K
|
1.99K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
156+ 1.41% |
$31.5K - $35.6K
|
11.2K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
155+ 1.29% |
$31.3K - $35.4K
|
12.1K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
154New |
$31.1K - $35.2K
|
154
$36.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
150+ 8.26% |
$30.3K - $34.3K
|
1.97K
$462K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
149+ 23.35% |
$30.1K - $34K
|
787
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
148+ 15.21% |
$29.9K - $33.8K
|
1.12K
$263K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
145New |
$29.3K - $33.1K
|
145
$34K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
145+ 1.25% |
$29.3K - $33.1K
|
11.8K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 32.36% |
$29.1K - $32.9K
|
589
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
144+ 0.14% |
$29.1K - $32.9K
|
105K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
141+ 2.22% |
$28.5K - $32.2K
|
6.5K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
139New |
$28K - $31.8K
|
139
$32.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136+ 5.06% |
$27.4K - $31.1K
|
2.83K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 0.58% |
$27.4K - $31.1K
|
23.5K
$5.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
132+ 8.8% |
$26.6K - $30.2K
|
1.63K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
130+ 5.99% |
$26.2K - $29.7K
|
2.3K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130+ 1.82% |
$26.2K - $29.7K
|
7.26K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
126+ 2.53% |
$25.4K - $28.8K
|
5.12K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
126+ 2.31% |
$25.4K - $28.8K
|
5.57K
$1.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
125+ 892.86% |
$25.2K - $28.6K
|
139
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
125+ 1.74% |
$25.2K - $28.6K
|
7.31K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
123+ 32.37% |
$24.8K - $28.1K
|
503
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
122+ 3.48% |
$24.6K - $27.9K
|
3.63K
$852K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 3.12% |
$24.4K - $27.6K
|
4K
$940K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
121+ 0.24% |
$24.4K - $27.6K
|
51.4K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
120+ 6.84% |
$24.2K - $27.4K
|
1.87K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
120+ 1.36% |
$24.2K - $27.4K
|
8.95K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
120+ 0.46% |
$24.2K - $27.4K
|
26.4K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
120New |
$24.2K - $27.4K
|
120
$28.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 0.93% |
$24K - $27.2K
|
12.9K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
119+ 3.78% |
$24K - $27.2K
|
3.26K
$766K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
117+ 2.57% |
$23.6K - $26.7K
|
4.66K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
116+ 3.2% |
$23.4K - $26.5K
|
3.74K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
114+ 3.31% |
$23K - $26K
|
3.56K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
113+ 6.15% |
$22.8K - $25.8K
|
1.95K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
113+ 0.8% |
$22.8K - $25.8K
|
14.2K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
112+ 7.36% |
$22.6K - $25.6K
|
1.63K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
111New |
$22.4K - $25.4K
|
111
$26.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
110+ 8.92% |
$22.2K - $25.1K
|
1.34K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
110+ 0.94% |
$22.2K - $25.1K
|
11.8K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
109New |
$22K - $24.9K
|
109
$25.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
108+ 1.15% |
$21.8K - $24.7K
|
9.5K
$2.23M
|