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 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 5.98% |
$14.3K - $16.2K
|
1.26K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
70+ 1.62% |
$14.1K - $16K
|
4.4K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
69+ 65.71% |
$13.9K - $15.8K
|
174
$40.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
67+ 4.7% |
$13.5K - $15.3K
|
1.49K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
66New |
$13.3K - $15.1K
|
66
$15.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
66+ 1.12% |
$13.3K - $15.1K
|
5.95K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
66+ 0.21% |
$13.3K - $15.1K
|
31.3K
$7.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
64+ 3.66% |
$12.9K - $14.6K
|
1.81K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
63+ 3.28% |
$12.7K - $14.4K
|
1.99K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
62+ 5.02% |
$12.5K - $14.2K
|
1.3K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62+ 12.4% |
$12.5K - $14.2K
|
562
$132K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
61New |
$12.3K - $13.9K
|
61
$14.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
60+ 115.38% |
$12.1K - $13.7K
|
112
$26.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 7.37% |
$12.1K - $13.7K
|
874
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 3.67% |
$11.9K - $13.5K
|
1.67K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
58+ 2.79% |
$11.7K - $13.3K
|
2.14K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
58+ 5.73% |
$11.7K - $13.3K
|
1.07K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 5.18% |
$11.5K - $13K
|
1.16K
$272K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
57+ 3.05% |
$11.5K - $13K
|
1.93K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 2.48% |
$11.3K - $12.8K
|
2.31K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
55+ 166.67% |
$11.1K - $12.6K
|
88
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 0.09% |
$10.9K - $12.3K
|
59.3K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.13% |
$10.9K - $12.3K
|
4.81K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53+ 2.79% |
$10.7K - $12.1K
|
1.95K
$458K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
53New |
$10.7K - $12.1K
|
53
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
52+ 0.71% |
$10.5K - $11.9K
|
7.36K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 3.58% |
$10.5K - $11.9K
|
1.51K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
50+ 2.17% |
$10.1K - $11.4K
|
2.35K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
50+ 0.71% |
$10.1K - $11.4K
|
7.14K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
50+ 37.88% |
$10.1K - $11.4K
|
182
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$10.1K - $11.4K
|
50
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
49+ 0.27% |
$9.89K - $11.2K
|
18.5K
$4.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 2.37% |
$9.89K - $11.2K
|
2.12K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
49+ 0.11% |
$9.89K - $11.2K
|
43.7K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
49+ 0.09% |
$9.89K - $11.2K
|
54.9K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.61% |
$9.89K - $11.2K
|
3.09K
$726K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
49New |
$9.89K - $11.2K
|
49
$11.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 0.58% |
$9.89K - $11.2K
|
8.51K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
49+ 13.28% |
$9.89K - $11.2K
|
418
$98.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 2.41% |
$9.69K - $11K
|
2.04K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
48+ 4.12% |
$9.69K - $11K
|
1.21K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48+ 8.0% |
$9.69K - $11K
|
648
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48+ 3.32% |
$9.69K - $11K
|
1.49K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.95% |
$9.28K - $10.5K
|
1.21K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.44% |
$9.28K - $10.5K
|
10.4K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 8.17% |
$9.28K - $10.5K
|
609
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
45+ 0.38% |
$9.08K - $10.3K
|
11.8K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.67% |
$9.08K - $10.3K
|
6.77K
$1.59M
|