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 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
106+ 0.19% |
$21.4K - $24.2K
|
56K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
106+ 2.05% |
$21.4K - $24.2K
|
5.28K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
105+ 0.54% |
$21.2K - $24K
|
19.7K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
105+ 1.2% |
$21.2K - $24K
|
8.88K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
104+ 6.4% |
$21K - $23.8K
|
1.73K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
104+ 5.35% |
$21K - $23.8K
|
2.05K
$481K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
101New |
$20.4K - $23.1K
|
101
$23.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 6.13% |
$20.2K - $22.8K
|
1.73K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
100+ 0.89% |
$20.2K - $22.8K
|
11.3K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
100+ 2.16% |
$20.2K - $22.8K
|
4.73K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 10.0% |
$20.2K - $22.8K
|
1.1K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 57.8% |
$20.2K - $22.8K
|
273
$64.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100+ 0.93% |
$20.2K - $22.8K
|
10.8K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$23.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 3.33% |
$20.2K - $22.8K
|
3.1K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.15% |
$20.2K - $22.8K
|
66.4K
$15.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$23.5K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
98+ 0.54% |
$19.8K - $22.4K
|
18.3K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
98+ 3.8% |
$19.8K - $22.4K
|
2.68K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
96+ 4.17% |
$19.4K - $21.9K
|
2.4K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
94+ 0.74% |
$19K - $21.5K
|
12.8K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 9.87% |
$19K - $21.5K
|
1.05K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
94+ 3.92% |
$19K - $21.5K
|
2.49K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
92+ 87.62% |
$18.6K - $21K
|
197
$46.3K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
91+ 8.74% |
$18.4K - $20.8K
|
1.13K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
91+ 5.16% |
$18.4K - $20.8K
|
1.86K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91+ 2.26% |
$18.4K - $20.8K
|
4.13K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
91New |
$18.4K - $20.8K
|
91
$21.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
87+ 1.42% |
$17.6K - $19.9K
|
6.23K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
86+ 2.39% |
$17.4K - $19.6K
|
3.68K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
86+ 0.31% |
$17.4K - $19.6K
|
27.6K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
86+ 1.73% |
$17.4K - $19.6K
|
5.05K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
85+ 2.78% |
$17.2K - $19.4K
|
3.15K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
84+ 0.13% |
$17K - $19.2K
|
66.9K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
84+ 1.12% |
$17K - $19.2K
|
7.57K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
84+ 7.4% |
$17K - $19.2K
|
1.22K
$286K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
83+ 1.24% |
$16.7K - $19K
|
6.78K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
83+ 6.97% |
$16.7K - $19K
|
1.27K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
82+ 2.65% |
$16.5K - $18.7K
|
3.18K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
81+ 7.93% |
$16.3K - $18.5K
|
1.1K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
80+ 3.88% |
$16.1K - $18.3K
|
2.14K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 1.24% |
$16.1K - $18.3K
|
6.53K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
78+ 0.68% |
$15.7K - $17.8K
|
11.6K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
78+ 0.56% |
$15.7K - $17.8K
|
14K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
75+ 1.03% |
$15.1K - $17.1K
|
7.39K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
75+ 2.3% |
$15.1K - $17.1K
|
3.33K
$782K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
74+ 5.7% |
$14.9K - $16.9K
|
1.37K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
74+ 5.51% |
$14.9K - $16.9K
|
1.42K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
73+ 0.72% |
$14.7K - $16.7K
|
10.3K
$2.41M
|